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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
CW
4651
Channel Wealth
California
$249M +$36.9M +17% 8.09% 59.3% 193 18.13%
RLIM
4652
Red Lighthouse Investment Management
New York
$249M +$10.1M +4% 5.48% 63.4% 103 4.85%
TH
4653
Team Hewins
California
$248M +$17.8M +8% 6.73% 60.5% 28 7.14%
PA
4654
Paragon Advisors
Texas
$248M +$11.6M +5% 15.1% 109% 105 35.24%
MCM
4655
Mudrick Capital Management
New York
$248M -$198M -44% 5.04% 212% 10 10%
ITIM
4656
Indiana Trust & Investment Management
Indiana
$248M +$26.6M +12% 12.6% 104% 491 12.83%
BLAM
4657
Bourne Lent Asset Management
New York
$248M +$1.58M +0.6% 3.03% 76.1% 64 7.81%
WBC
4658
West Branch Capital
Massachusetts
$248M +$35.2M +17% 15.6% 139% 454 9.25%
AFA
4659
AA Financial Advisors
Ohio
$248M +$97.6M +65% 6.67% 153 58.82%
NCM
4660
Next Capital Management
New York
$248M +$12.8M +5% 8.8% 61.3% 151 21.19%
GCP
4661
Gill Capital Partners
Colorado
$248M +$10.2M +4% 7.08% 52% 132 9.85%
CA
4662
Continental Advisors
Utah
$248M -$8.76M -3% 9.82% 69% 49 10.2%
MAM
4663
Mirabaud Asset Management
United Kingdom
$247M +$14.3M +6% 18.2% 56 25%
CFA
4664
Camarda Financial Advisors
Florida
$247M +$15.3M +7% 10.8% 196% 91 34.07%
GIM
4665
Gold Investment Management
Alberta, Canada
$247M +$13.8M +6% 7.87% 219 6.85%
WCCM
4666
Webs Creek Capital Management
Texas
$247M +$30M +14% 14.8% 133% 15 53.33%
DWA
4667
Delap Wealth Advisory
Oregon
$247M +$26.6M +12% 10.9% 66.1% 274 70.07%
PIP
4668
Peachtree Investment Partners
Florida
$247M +$3.68M +2% 10.5% 92.2% 110 16.36%
RAG
4669
RIA Advisory Group
Iowa
$247M +$7.44M +3% 7.88% 222 81.08%
AWC
4670
Adamsbrown Wealth Consultants
Kansas
$247M +$17.3M +8% 8.18% 55.8% 88 12.5%
QWM
4671
Quaker Wealth Management
New Jersey
$247M +$25M +11% 3.84% 67 31.34%
IF
4672
Insight Folios
North Carolina
$247M +$15.9M +7% 4.48% 32.9% 126 10.32%
HV
4673
HST Ventures
Utah
$247M -$36.2M -13% 10.3% 8.24% 71 63.38%
SFP
4674
Sterling Financial Planning
New Jersey
$247M +$15.8M +7% 5.89% 55.5% 108 8.33%
RWM
4675
RBA Wealth Management
California
$247M +$17.7M +8% 9.11% 77.7% 96 11.46%