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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
WAM
3276
Wakefield Asset Management
Colorado
$186M -$54M -22% 18.4% 111% 219 60.73%
MCCP
3277
Mission Creek Capital Partners
California
$186M -$32.3M -15% 13.9% 121% 197 22.84%
ICM
3278
Indaba Capital Management
California
$186M -$61.4M -25% 43.7% 66.7% 28 67.86%
SAM
3279
Summit Asset Management
Tennessee
$185M -$49M -21% 20.4% 43.3% 127 16.54%
WA
3280
Wealth Alliance
New York
$185M +$44.8M +32% 16.4% 65.1% 250 72.4%
BDWM
3281
Brewin Dolphin Wealth Management
Ireland
$185M -$31.1M -14% 14.3% 47.8% 215 14.42%
CWC
3282
Carolinas Wealth Consulting
North Carolina
$185M +$88.8M +93% 20.7% 24.6% 178 53.37%
WCA
3283
Westover Capital Advisors
Delaware
$185M -$38.8M -17% 10.9% 117% 153 33.33%
FMTC
3284
Farmers & Merchants Trust Company
California
$185M -$54.5M -23% 13.1% 61% 146 12.33%
LFG
3285
LifePlan Financial Group
Ohio
$185M -$40.1M -18% 15.3% 20.2% 591 6.09%
FCFS
3286
First Command Financial Services
Texas
$184M -$27M -13% 14.4% 34.4% 400 22%
FCB
3287
First Command Bank
Texas
$184M -$27.1M -13% 14.4% 34.1% 401 22.19%
SFS
3288
Summit Financial Strategies
Ohio
$184M -$20M -10% 22.7% 57.8% 70 32.86%
BWM
3289
Buckley Wealth Management
Nevada
$184M -$36.1M -16% 16.4% 79.6% 143 21.68%
KS
3290
Karpas Strategies
Connecticut
$184M -$81.5M -31% 24.7% 16.1% 127 14.17%
APC
3291
Aspire Private Capital
North Carolina
$184M -$46.8M -20% 12.6% 49.6% 543 51.57%
PA
3292
Parkside Advisors
California
$184M -$39.5M -18% 12.8% 36.7% 74 25.68%
BSWM
3293
Boston Standard Wealth Management
Massachusetts
$184M -$39.9M -18% 14.2% 42.9% 32 3.13%
OAJ
3294
Ogorek Anthony Joseph
New York
$184M -$21.2M -10% 12.5% 50.5% 235 14.47%
FA
3295
FMA Advisory
Pennsylvania
$184M -$65M -26% 20.7% 46.7% 159 13.84%
WC
3296
Winmill & Co
New York
$184M -$109M -37% 27.3% 106% 121 23.97%
GKFF
3297
George Kaiser Family Foundation
Oklahoma
$184M -$142M -43% 40.9% 75.9% 30 33.33%
HIP
3298
Harrell Investment Partners
Texas
$184M -$35.7M -16% 17.3% 105% 91 24.18%
S
3299
Surevest
California
$184M -$50.4M -22% 16.6% 24.6% 150 38.67%
JJIJ
3300
Johnson & Johnson Innovation - JJDC
New Jersey
$184M -$93.6M -34% 41.4% 12 8.33%