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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
FRA
4801
Front Row Advisors
California
$298M +$10.1M +4% 11.5% 122% 563 6.22%
SM
4802
Sweeney & Michel
California
$298M +$16M +6% 8.88% 139 7.91%
VAM
4803
Vert Asset Management
California
$297M +$22.8M +8% 3.36% 43.6% 45 0%
PWAC
4804
Private Wealth Advisors (California)
California
$297M +$24.9M +9% 8.94% 55% 94 13.83%
HIA
4805
HTG Investment Advisors
Connecticut
$297M +$28.3M +11% 6.59% 51.8% 78 14.1%
T2I
4806
Turim 21 Investimentos
Brazil
$297M -$214M -42% 4.85% 62% 151 67.55%
DDSF
4807
Diana Davis Spencer Foundation
Maryland
$297M +$5.27M +2% 1.84% 1.41% 4 0%
ITB
4808
Idaho Trust Bank
Idaho
$297M +$17.2M +6% 6.06% 37.7% 112 8.93%
PWM
4809
Pines Wealth Management
North Carolina
$297M +$14.3M +5% 8.51% 239 9.21%
FFA
4810
Fairfield Financial Advisors
Massachusetts
$297M +$11.5M +4% 5.71% 78 16.67%
CAAM
4811
Cape Ann Asset Management
United Kingdom
$297M +$63.3M +27% 20% 210% 11 18.18%
RFP
4812
Roth Financial Partners
Texas
$297M +$19.3M +7% 6.43% 54.3% 32 3.13%
EAM
4813
Exane Asset Management
France
$297M +$40.6M +16% 11.9% 77.5% 38 42.11%
LCM
4814
Lazari Capital Management
California
$296M +$30.7M +12% 12.3% 124% 171 12.28%
CWM
4815
Castle Wealth Management
Florida
$296M +$20.9M +8% 6.55% 53.6% 133 11.28%
TP
4816
Tranquility Partners
Tennessee
$296M +$16.2M +6% 7.42% 67.4% 242 12.4%
TH
4817
Team Hewins
California
$296M +$18.8M +7% 7.57% 60.5% 39 12.82%
GWP
4818
Gen-Wealth Partners
Michigan
$296M +$36.9M +14% 5.87% 719 15.99%
EFN
4819
Equita Financial Network
Pennsylvania
$296M +$44.5M +18% 5.61% 46.4% 91 10.99%
FFA
4820
Fi3 Financial Advisors
Indiana
$296M +$18.4M +7% 9.13% 66% 183 21.86%
ILI
4821
Invesco LLC (Illinois)
Illinois
$296M +$27.6M +10% 11.4% 113% 136 5.88%
SW
4822
StrongBox Wealth
Missouri
$296M +$32M +12% 6.04% 57.8% 92 9.78%
AIM
4823
Alpine Investment Management
Hong Kong
$295M -$36.1M -11% 18.2% 37.4% 10 70%
JCM
4824
Jacobsen Capital Management
Utah
$295M +$23.4M +9% 8.11% 86.7% 125 10.4%
ISFAN
4825
Investor's Fiduciary Advisor Network
Washington
$295M +$25.9M +10% 7.13% 243 12.35%