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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover
9WM
3251
9258 Wealth Management
Ohio
$375M +$3.08M +0.8% 0.41% 49.6% 361 6.65%
BA
3252
BCM Advisors
Louisiana
$374M +$5.24M +1% 0.64% 59.3% 56 10.71%
BONH
3253
Bank of New Hampshire
New Hampshire
$374M $0 0% 1.02% 86.4% 188 0%
WP
3254
WealthShield Partners
North Carolina
$374M -$265M -41% 0.26% 53.5% 801 76.9%
ARC
3255
Arias Resource Capital
Cayman Islands
$373M -$195M -34% 34.2% 81.3% 2 0%
IFA
3256
Invus Financial Advisors
New York
$373M -$129M -26% 17.5% 29.5% 8 0%
CA
3257
Continuum Advisory
Idaho
$373M +$51.5M +16% 0.27% 59.2% 306 16.01%
NP
3258
Ninepoint Partners
Ontario, Canada
$373M -$40M -10% 1.82% 38.6% 102 41.18%
FBCM
3259
Fort Baker Capital Management
California
$373M +$14.2M +4% 3.28% 41% 129 61.24%
IPW
3260
Inlet Private Wealth
Florida
$373M -$8.33M -2% 2.42% 77.6% 136 7.35%
VM
3261
Venator Management
Pennsylvania
$373M +$4.01M +1% 1.47% 115% 29 13.79%
GMA
3262
Goldstein Munger & Associates
California
$373M -$6.43M -2% 1.53% 11.9% 34 5.88%
WLIM
3263
White Lighthouse Investment Management
Massachusetts
$373M +$7.71M +2% 0.57% 46.8% 124 9.68%
SAS
3264
Stelac Advisory Services
New York
$373M -$65.5M -15% 0.82% 64.9% 294 29.93%
TC
3265
TAP Consulting
Missouri
$372M +$16.2M +5% 0.29% 3.08% 144 12.5%
QI
3266
Qtron Investments
Massachusetts
$372M -$23M -6% 2.2% 111% 402 42.29%
SCM
3267
Schnieders Capital Management
California
$372M +$4.39M +1% 0.18% 103% 194 5.67%
GTCM
3268
Gyon Technologies Capital Management
New Jersey
$371M +$65.9M +22% 1.76% 42.2% 522 65.33%
SW
3269
SkyOak Wealth
Michigan
$371M -$2.59M -0.7% 1.89% 65.2% 260 20%
OSNBOA
3270
Old Second National Bank of Aurora
Illinois
$371M +$6.54M +2% 0.99% 89.5% 414 22.46%
MGB
3271
Mass General Brigham
Massachusetts
$371M -$39.3M -10% 1.01% 12 66.67%
CA
3272
Capital Advantage
California
$370M -$11.3M -3% 0.95% 44.4% 50 16%
TM
3273
Tikvah Management
North Carolina
$370M +$7.59M +2% 4.85% 173% 21 14.29%
SCM
3274
Shah Capital Management
North Carolina
$370M +$15.8M +4% 1.27% 225% 9 11.11%
IP
3275
Indigo Partners
Arizona
$369M +$44M +14% 13.5% 43.8% 1 0%