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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
GWMIA
3776
Global Wealth Management Investment Advisory
Florida
$277M +$19.3M +7% 5.16% 67.5% 541 21.07%
BA
3777
Bard Associates
Illinois
$277M +$23.5M +9% 20.4% 241% 162 8.02%
JRCM
3778
Jones Road Capital Management
New York
$277M +$28.3M +11% 5.52% 88.5% 89 56.18%
PA
3779
Prism Advisors
California
$277M +$12.2M +5% 4.68% 49.9% 56 14.29%
IA
3780
Inspire Advisors
Idaho
$277M +$8.86M +3% 8.34% 60.2% 838 91.41%
TSWM
3781
Triangle Securities Wealth Management
North Carolina
$277M +$24.1M +10% 10.1% 80% 172 5.81%
PPW
3782
Pasadena Private Wealth
California
$276M +$11.8M +4% 4.01% 53% 101 26.73%
EA
3783
Emerald Advisors
Washington
$276M -$14.1M -5% 3.65% 78.4% 89 13.48%
PFM
3784
Peak Financial Management
Massachusetts
$276M +$10.4M +4% 3.42% 51.8% 73 9.59%
NDSI
3785
Newman Dignan & Sheerar Inc
Rhode Island
$276M -$346M -56% 6.97% 73.5% 191 17.28%
HCM
3786
Harvey Capital Management
Florida
$276M +$29.3M +12% 3.33% 147% 85 21.18%
FAAM
3787
First Ascent Asset Management
Colorado
$276M +$38.2M +16% 2.91% 4.15% 25 12%
KC
3788
Kellner Capital
New York
$276M +$85.9M +45% 15.5% 390% 46 65.22%
PCA
3789
Providence Capital Advisors
North Carolina
$275M +$30.5M +12% 7.41% 47.4% 351 23.08%
WCG
3790
Wall Capital Group
Arizona
$275M +$21M +8% 5.43% 25 40%
OCM
3791
Oakview Capital Management
Texas
$275M +$38.4M +16% 17.4% 21.2% 17 11.76%
SFG
3792
SevenBridge Financial Group
Pennsylvania
$275M +$19M +7% 6.77% 81.7% 158 7.59%
SC
3793
Soundwatch Capital
Connecticut
$274M +$127M +86% 5.68% 68.6% 27 11.11%
WFI
3794
West Family Investments
California
$274M -$54M -16% 12.4% 116% 124 41.13%
VCM
3795
Versant Capital Management
Arizona
$274M +$20.6M +8% 7.66% 82.4% 1,662 6.32%
JFA
3796
Johanson Financial Advisors
California
$274M +$26.4M +11% 4.15% 101% 116 10.34%
KI
3797
Koch Industries
Kansas
$274M -$27.7M -9% 6.43% 56.9% 5 40%
SGH
3798
Sivik Global Healthcare
Connecticut
$274M +$28.9M +12% 5.45% 53.8% 58 53.45%
TWMP
3799
Taylor Wealth Management Partners
Massachusetts
$274M +$14.1M +5% 4.35% 62% 71 9.86%
DI
3800
Diligent Investors
California
$274M +$25.1M +10% 8.2% 71.9% 238 9.66%