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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
IWM
3951
Iams Wealth Management
Nebraska
$274M +$154M +128% 0% 51.3% 229 100%
VM
3952
Venator Management
Pennsylvania
$274M +$31.8M +13% 16.5% 115% 32 28.13%
GLCM
3953
Greenlea Lane Capital Management
Connecticut
$274M +$23.6M +9% 15.9% 119% 12 16.67%
FCP
3954
Fidelis Capital Partners
Florida
$274M +$38.9M +17% 9.49% 98.3% 280 13.57%
AFA
3955
Arlington Financial Advisors
California
$274M +$14.5M +6% 5.07% 60.7% 63 12.7%
WH
3956
Whitcomb & Hess
Ohio
$274M +$9.86M +4% 2.9% 49% 43 4.65%
BA
3957
Birinyi Associates
Connecticut
$274M +$31.9M +13% 14% 102% 57 12.28%
BCG
3958
Breakwater Capital Group
New Jersey
$274M +$35.4M +15% 5.64% 60.8% 206 14.08%
TWD
3959
True Wealth Design
Ohio
$273M +$35M +15% 3.01% 53% 893 16.01%
CSUI
3960
Cincinnati Specialty Underwriters Insurance
Ohio
$273M +$22.6M +9% 10.6% 110% 38 0%
OLVIG
3961
Oliver Lagore Vanvalin Investment Group
Michigan
$273M +$39.1M +17% 3.79% 857 27.3%
WRM
3962
Weybosset Research & Management
Rhode Island
$273M +$8.11M +3% 7.12% 73.4% 62 30.65%
MCA
3963
MSH Capital Advisors
Arizona
$273M +$38.8M +17% 4.08% 52.5% 222 14.41%
BA
3964
Bridge Advisory
California
$273M +$13.6M +5% 1.02% 6.7% 133 8.27%
W
3965
WealthOne
New York
$273M +$16.5M +6% 7.44% 23.4% 117 17.09%
RDIA
3966
RE Dickinson Investment Advisors
Iowa
$272M -$23.7M -8% 2.57% 2.24% 453 16.11%
FI
3967
Financial Insights
Washington
$272M +$26.6M +11% 8.03% 62.1% 164 9.76%
HVCM
3968
Hel Ved Capital Management
Hong Kong
$272M +$70.6M +35% 13.4% 763% 41 60.98%
2C
3969
272 Capital
Texas
$272M +$30.7M +13% 24.3% 213% 83 48.19%
WKWM
3970
Walter & Keenan Wealth Management
Indiana
$272M +$8.77M +3% 7.41% 79.9% 147 6.12%
OAM
3971
Odey Asset Management
United Kingdom
$272M 4.49% 29
HCM
3972
Harvey Capital Management
Florida
$272M +$18.3M +7% 12.9% 141% 87 18.39%
T
3973
TRUADVICE
Florida
$272M +$19.6M +8% 5.22% 21.6% 280 17.5%
DI
3974
DDFG Inc
California
$272M +$14.4M +6% 4.36% 50.9% 73 4.11%
AWM
3975
Atticus Wealth Management
Florida
$271M +$9.59M +4% 6.66% 63.8% 623 18.14%