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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
QWM
4376
Quaker Wealth Management
New Jersey
$235M +$148M +170% 3.61% 61 65.57%
QAM
4377
Q3 Asset Management
Michigan
$235M +$28.2M +14% 10.9% 96.4% 69 76.81%
LP
4378
Lexington Partners
New York
$235M +$44.2M +23% 7.78% 53.9% 7 42.86%
MA
4379
Modus Advisors
Minnesota
$235M +$3.87M +2% 6.77% 69.8% 103 11.65%
AI
4380
Acuitas Investments
Washington
$235M +$5.91M +3% 8.32% 180% 74 21.62%
WBC
4381
West Branch Capital
Massachusetts
$235M +$27.1M +13% 13.2% 139% 482 11.62%
BAS
4382
Brown Advisory Securities
Maryland
$235M -$103M -30% 10.9% 51.2% 250 17.6%
SA
4383
Shilanski & Associates
Alaska
$235M +$19.6M +9% 8.17% 84.2% 127 19.69%
VAS
4384
VR Advisory Services
Cayman Islands
$235M -$12.7M -5% 66.1% 93.7% 90 57.78%
WWM
4385
Westwood Wealth Management
California
$235M 15.3% 254% 50
MUAMU
4386
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$235M -$2.08M -0.9% 10.6% 138% 94 15.96%
PHAM
4387
Palisades Hudson Asset Management
Florida
$234M +$15.6M +7% 6.93% 53.9% 114 3.51%
OAJ
4388
Ogorek Anthony Joseph
New York
$234M +$15M +7% 8.97% 50.5% 253 11.07%
PCM
4389
Palouse Capital Management
Washington
$234M +$9.13M +4% 8.82% 67.8% 106 11.32%
LIA
4390
LSP Investment Advisors
New York
$234M -$15M -6% 6.33% 104% 31 22.58%
CC
4391
Caspian Capital
New York
$234M 4.97% 37
MPA
4392
Marvin & Palmer Associates
Delaware
$234M -$12.9M -5% 12.6% 274% 32 40.63%
RS
4393
Retirement Solution
Washington
$234M +$16.5M +8% 9.98% 52.9% 50 16%
HF
4394
Halpern Financial
Virginia
$234M +$17.9M +8% 8.72% 26.3% 302 33.77%
SGH
4395
Sivik Global Healthcare
Connecticut
$233M -$185M -44% 9.08% 53.8% 61 55.74%
CWAG
4396
Compton Wealth Advisory Group
Virginia
$233M +$20.4M +10% 9.23% 67.6% 76 11.84%
SCP
4397
Syntal Capital Partners
Texas
$233M -$56.4M -19% 14.4% 102% 107 30.84%
CI
4398
Chartist Inc
California
$233M +$22M +10% 14.9% 38 15.79%
GWANC
4399
Guardian Wealth Advisors (North Carolina)
North Carolina
$233M 8.37% 47.5% 245
Legacy Financial Group (Iowa)
4400
Legacy Financial Group (Iowa)
Iowa
$233M -$102M -30% 4.68% 34.4% 62 51.61%