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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
UOMF
4801
University of Massachusetts Foundation
Massachusetts
$239M -$1.4M -0.6% 2.72% 53.6% 4 0%
AWP
4802
Accretive Wealth Partners
New Jersey
$239M +$12.9M +6% 1.68% 57.3% 139 4.32%
RLIM
4803
Red Lighthouse Investment Management
New York
$239M -$9.84M -4% 1.97% 63.4% 107 7.48%
HAM
4804
Harmony Asset Management
Arizona
$239M -$3.93M -2% 6.72% 162 18.52%
JWS
4805
Juncture Wealth Strategies
Arizona
$239M +$6.24M +3% 1.13% 71.5% 124 21.77%
HIP
4806
Hengistbury Investment Partners
United Kingdom
$239M +$10.8M +5% 1.3% 108% 6 33.33%
WA
4807
Waterford Advisors
New York
$239M +$2.85M +1% 1.58% 50.5% 57 8.77%
SAS
4808
Stelac Advisory Services
New York
$238M +$25.5M +12% 2.87% 84.9% 114 14.04%
DFG
4809
Delta Financial Group
New Jersey
$238M -$101M -30% 11.1% 246 54.07%
WHAM
4810
Windmill Hill Asset Management
United Kingdom
$238M -$41M -15% 4.25% 97% 29 13.79%
YAL
4811
Your Advocates Ltd
Texas
$238M +$1.25M +0.5% 0.6% 50% 262 20.23%
DK
4812
David Kennon
Florida
$238M +$4.19M +2% 1.47% 46.9% 34 0%
3C
4813
325 Capital
New York
$238M +$21.5M +10% 15.7% 226% 13 7.69%
HLCM
4814
Hi-Line Capital Management
South Dakota
$238M -$43.7M -16% 4.26% 57.5% 40 20%
UC
4815
Unio Capital
New Jersey
$238M +$10.8M +5% 3.36% 97.8% 37 16.22%
VBFG
4816
Vishria Bird Financial Group
Tennessee
$238M +$4.4M +2% 3.77% 74.3% 64 3.13%
NG
4817
NWK Group
California
$238M +$24.6M +12% 11.5% 268% 65 15.38%
MADR
4818
Milestones Administradora de Recursos
Brazil
$238M +$51.7M +28% 6.31% 114% 30 46.67%
WI
4819
Wafra Inc
New York
$238M -$1.67B -88% 27.7% 45.9% 65 96.92%
CWM
4820
Concentrum Wealth Management
California
$238M +$21.2M +10% 9.7% 174% 74 10.81%
KCM
4821
Kaye Capital Management
California
$238M +$8.21M +4% 2.42% 39 17.95%
HZ
4822
Hixon Zuercher
Ohio
$237M +$777K +0.3% 2.1% 87.5% 64 4.69%
SM
4823
STF Management
Texas
$237M +$6.66M +3% 9.68% 208% 102 1.96%
CCP
4824
Carmel Capital Partners
California
$237M -$4.74M -2% 1.95% 65.1% 171 12.28%
PCA
4825
Prospect Capital Advisors
California
$237M +$12.4M +5% 3.04% 202% 25 24%