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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
CWA
4801
Consilio Wealth Advisors
Washington
$177M +$20.2M +13% 6.96% 53.3% 50 12%
TPW
4802
TL Private Wealth
Texas
$177M +$5.05M +3% 5.08% 46% 47 8.51%
HSCU
4803
Half Sky Capital (UK)
United Kingdom
$177M +$20.3M +13% 18.1% 13% 11 45.45%
BDAM
4804
Blue Door Asset Management
Connecticut
$176M +$65.3M +59% 9.07% 77.3% 31 54.84%
IIA
4805
ICW Investment Advisors
Arizona
$176M +$9.58M +6% 2.84% 45.3% 128 3.13%
VCG
4806
Vantage Consulting Group
Virginia
$176M +$6.73M +4% 0.8% 261% 239 14.64%
WMA
4807
West Michigan Advisors
Michigan
$176M +$38.7M +28% 4.61% 69% 160 25.63%
SIGI
4808
Susquehanna International Group (Ireland)
Ireland
$176M -$46.8M -21% 8.13% 5.26% 73 64.38%
HVP
4809
Hudson Value Partners
Florida
$176M +$13M +8% 7.85% 124% 108 8.33%
MIM
4810
Meros Investment Management
Texas
$176M +$6.45M +4% 7.92% 52.4% 38 5.26%
CWA
4811
CJM Wealth Advisers
Virginia
$176M +$13.1M +8% 4.24% 71.5% 59 8.47%
EAM
4812
Exane Asset Management
France
$176M +$19.8M +13% 8.68% 77.5% 15 73.33%
PSCM
4813
P&S Credit Management
New York
$175M +$115M +190% 0.14% 15 33.33%
GWA
4814
GGM Wealth Advisors
Maryland
$175M -$18.7M -10% 2.99% 25.9% 139 60.43%
VBFP
4815
Valtinson Bruner Financial Planning
Minnesota
$175M +$2.17M +1% 5.6% 33.4% 120 12.5%
HH
4816
HWG Holdings
Texas
$175M +$20.7M +13% 17.1% 137 30.66%
AIA
4817
Armor Investment Advisors
North Carolina
$175M +$10.6M +6% 5.44% 43.8% 180 8.33%
MAM
4818
Milestone Asset Management
Pennsylvania
$175M +$6.92M +4% 3.89% 56.1% 90 41.11%
BFS
4819
Burrus Financial Services
Utah
$175M +$2.4M +1% 3.67% 30.2% 11 27.27%
NV
4820
Northpond Ventures
Maryland
$175M -$9.37M -5% 15.7% 67.3% 6 33.33%
CCM
4821
Carmel Capital Management
California
$175M +$12.8M +8% 10.9% 265% 35 5.71%
BWG
4822
Beta Wealth Group
California
$175M +$25.8M +17% 6.08% 45.4% 115 27.83%
CSB
4823
City State Bank
Iowa
$175M +$12.3M +8% 4.44% 72.5% 701 9.27%
BAM
4824
BTS Asset Management
Massachusetts
$175M -$53.3M -23% 2.02% 8.06% 48 27.08%
BIMC
4825
Benson Investment Management Company
Virginia
$175M +$5.41M +3% 4.9% 91.6% 62 45.16%