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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
RAM
4101
Roanoke Asset Management
New Jersey
$303M -$1.9M -0.6% 2.65% 50.3% 106 4.72%
IC
4102
Innealta Capital
Texas
$303M +$66.4M +28% 0.53% 52.1% 1,848 94.48%
WP
4103
Westmount Partners
California
$303M +$25M +9% 5.82% 101% 228 10.53%
ITC
4104
Inspire Trust Company
Nevada
$303M +$124M +69% 0.19% 112 6.25%
SA
4105
Stewardship Advisors
Pennsylvania
$303M +$10.3M +4% 0.23% 42.6% 67 10.45%
GU
4106
Georgetown University
District of Columbia
$303M -$10.1M -3% 5.08% 73.1% 19 5.26%
MAG
4107
Mokosak Advisory Group
Iowa
$303M -$441K -0.1% 0.41% 42.7% 31 6.45%
EFMC
4108
Empire Financial Management Company
New York
$302M -$261K -0.1% 1.77% 71.1% 218 14.68%
KFP
4109
Keystone Financial Planning
Ohio
$302M -$6.17M -2% 2.65% 34.1% 54 18.52%
CT
4110
ClearAlpha Technologies
Connecticut
$302M +$64.7M +27% 1.39% 341 68.33%
CZI
4111
Chan Zuckerberg Initiative
California
$302M -$33M -10% 0.99% 39.6% 2 0%
FWM
4112
Fairhaven Wealth Management
Illinois
$302M +$10.5M +4% 2.28% 128 10.16%
CCP
4113
Camelot Capital Partners
California
$302M +$88.1M +41% 43% 3 0%
WA
4114
WealthTrust Axiom
Pennsylvania
$302M -$8.78M -3% 0.52% 101% 267 5.99%
ACM
4115
Aljian Capital Management
Nevada
$301M +$32.3M +12% 14.7% 144% 36 2.78%
S
4116
Syntrinsic
Colorado
$301M +$2.9M +1% 0.35% 87 12.64%
JC
4117
Jentner Corp
Ohio
$301M +$16.4M +6% 0.91% 38.9% 54 7.41%
SM
4118
Scoggin Management
New York
$301M +$8.69M +3% 8.32% 527% 92 67.39%
IAA
4119
Ironsides Asset Advisors
North Carolina
$301M +$8.61M +3% 3.49% 45.2% 99 41.41%
GA
4120
GraniteShares Advisors
New York
$300M +$111M +59% 21.1% 90.3% 103 23.3%
BWA
4121
Beam Wealth Advisors
Louisiana
$300M +$134M +80% 3.1% 59.7% 160 64.38%
VIP
4122
Vista Investment Partners
Oklahoma
$300M +$6.02M +2% 1.66% 174 24.71%
KCM
4123
Kendall Capital Management
Maryland
$300M +$9.25M +3% 1.97% 84.4% 222 11.26%
MDCM
4124
Morgan Dempsey Capital Management
Wisconsin
$300M -$12.8M -4% 2.11% 40.8% 123 21.95%
AEPWM
4125
Atlantic Edge Private Wealth Management
Florida
$299M +$8.57M +3% 1.14% 518 12.36%