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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
HWM
3351
Hohimer Wealth Management
Washington
$311M -$27.3M -8% 5.12% 99.7% 202 9.9%
KAS
3352
Kemnay Advisory Services
New York
$311M -$100M -24% 4.12% 167% 38 18.42%
HWMA
3353
Heritage Wealth Management (Arizona)
Arizona
$311M +$10.8M +4% 2.77% 1,131 19.01%
CBFP
3354
Cedar Brook Financial Partners
Ohio
$311M -$8.17M -3% 5.48% 47% 371 12.94%
FCMI
3355
Foresite Capital Management IV
California
$311M -$60.4M -16% 2.51% 151% 9 22.22%
AGFIA
3356
Accel Growth Fund IV Associates
California
$310M -$41.3M -12% 2.93% 61.4% 3 0%
WCFA
3357
Walkner Condon Financial Advisors
Wisconsin
$310M -$9.21M -3% 5.95% 56.8% 230 13.04%
NFT
3358
Nan Fung Trinity
Hong Kong
$310M -$49.5M -14% 12.7% 82.3% 23 13.04%
WCMN
3359
Westchester Capital Management (Nebraska)
Nebraska
$310M -$17.6M -5% 4.71% 107% 53 5.66%
SAAM
3360
Solus Alternative Asset Management
New Jersey
$310M -$54.6M -15% 0.58% 79.3% 13 7.69%
NI
3361
Nextech Invest
Switzerland
$310M +$13.2M +4% 5.45% 982% 14 0%
AWM
3362
Activest Wealth Management
Florida
$309M +$168M +119% 5.35% 105% 636 67.45%
SAM
3363
Summit Asset Management
Tennessee
$309M -$13.7M -4% 5.3% 48.9% 158 8.23%
SMI
3364
Shelter Mutual Insurance
Missouri
$309M -$21.3M -6% 5.43% 51.2% 54 1.85%
HFS
3365
Howard Financial Services
Texas
$308M +$14M +5% 5.6% 50.2% 135 12.59%
SIGI
3366
Susquehanna International Group (Ireland)
Ireland
$308M -$111M -26% 11.2% 5.26% 107 68.22%
LWA
3367
Lineweaver Wealth Advisors
Ohio
$308M +$5.56M +2% 5.11% 61.4% 136 14.71%
RA
3368
RiverPark Advisors
New York
$308M -$7.5M -2% 0.47% 87.5% 171 40.35%
NCM
3369
Northside Capital Management
Oregon
$308M -$8.64M -3% 4.51% 94.8% 93 11.83%
SAS
3370
SMI Advisory Services
Indiana
$308M +$27.3M +10% 2.9% 79.7% 44 29.55%
FA
3371
Fermata Advisors
California
$307M +$20.5M +7% 4.6% 49.3% 165 24.85%
RWG
3372
Ratio Wealth Group
Colorado
$307M -$170K -0.1% 6.84% 63 14.29%
ECM
3373
Endurant Capital Management
California
$307M +$22M +8% 4.03% 18.4% 71 60.56%
JWM
3374
Janiczek Wealth Management
Colorado
$307M -$29.4M -9% 5.11% 16.4% 1,087 10.4%
MCM
3375
Monarch Capital Management
Indiana
$307M -$28.7M -9% 4.52% 65% 121 6.61%