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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
HFA
4701
HC Financial Advisors
California
$156M +$16.4M +12% 12.5% 31.2% 420 18.57%
PIM
4702
Profit Investment Management
Maryland
$156M -$5.83M -4% 29.9% 101% 92 7.61%
HIC
4703
Harbor Island Capital
Massachusetts
$156M +$31.5M +25% 25.3% 132% 15 0%
AWM
4704
Act Wealth Management
Texas
$156M 13.5% 66.7% 30
MS
4705
Madden Securities
Texas
$155M +$20.8M +15% 14.2% 92.2% 132 18.18%
AAMC
4706
Asset Allocation & Management Company
Illinois
$155M -$61.4M -28% 9.07% 53.8% 44 25%
CGFA
4707
Colton Groome Financial Advisors
North Carolina
$155M +$12.7M +9% 11.8% 59.3% 65 21.54%
SLWA
4708
San Luis Wealth Advisors
California
$155M 25.9% 58.8% 122
TWM
4709
TLW Wealth Management
Florida
$155M +$20.5M +15% 16.8% 82.9% 19 0%
SWM
4710
Selective Wealth Management
Virginia
$155M +$27.4M +21% 16.3% 62.6% 387 20.93%
MCA
4711
Magnolia Capital Advisors
Mississippi
$155M +$27.8M +22% 12.1% 64.9% 122 14.75%
ACM
4712
Ayrshire Capital Management
Connecticut
$155M +$18.3M +13% 10.3% 78.4% 60 6.67%
OHSU
4713
Oregon Health & Science University
Oregon
$155M 13.5% 1
HI
4714
Helikon Investments
United Kingdom
$155M 29.9% 330% 4
NWA
4715
New World Advisors
Massachusetts
$155M -$1.99M -1% 20.8% 95.9% 30 3.33%
SW
4716
StrongBox Wealth
Missouri
$154M +$17.8M +13% 6.99% 57.8% 90 12.22%
CWP
4717
Curated Wealth Partners
California
$154M 35% 45.4% 134
WDC
4718
Woodward Diversified Capital
California
$154M 14.5% 107% 161
C1AG
4719
Client 1st Advisory Group
Florida
$154M +$11.3M +8% 8.26% 57.4% 59 6.78%
AP
4720
AlpInvest Partners
Netherlands
$154M +$91.7M +147% 22.9% 97.5% 14 78.57%
AI
4721
Acuitas Investments
Washington
$154M +$11.2M +8% 52.9% 180% 74 25.68%
BFA
4722
Beacon Financial Advisory
Ohio
$154M +$38.8M +34% 11.7% 53.5% 204 16.67%
CA
4723
Centerpoint Advisors
Massachusetts
$154M +$20.9M +16% 16.6% 61.2% 266 12.41%
CIM
4724
Chapman Investment Management
California
$154M +$18.4M +14% 13.3% 44% 39 10.26%
LFWA
4725
LBJ Family Wealth Advisors
Texas
$154M +$21.5M +16% 17.3% 59% 19 0%