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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
FIA
4851
FNY Investment Advisers
New York
$144M +$8.73M +6% 1.43% 307% 1,014 53.94%
AWS
4852
Arkfeld Wealth Strategies
Nebraska
$144M -$8.45M -6% 3.04% 83.9% 71 9.86%
BRC
4853
Bishop Rock Capital
New York
$144M +$41.4M +40% 3.72% 35.4% 27 14.81%
SSCM
4854
Summit Street Capital Management
New York
$144M -$8.31M -5% 3.35% 144% 30 0%
HFA
4855
Highland Financial Advisors
New Jersey
$144M -$1.81M -1% 6.52% 63.3% 57 19.3%
IAG
4856
Investment Advisory Group
Massachusetts
$144M -$2.92M -2% 5.65% 50.3% 131 8.4%
BCM
4857
Brookmont Capital Management
Texas
$144M -$1.21M -0.8% 4.29% 36.6% 46 0%
CAGAS
4858
Capital Advisory Group Advisory Services
Minnesota
$144M -$23.6M -14% 4.88% 62.3% 207 33.82%
JRCM
4859
Jones Road Capital Management
New York
$144M -$46M -24% 4.24% 82.5% 58 8.62%
MMHP
4860
Murphy Middleton Hinkle & Parker
Georgia
$144M -$10.5M -7% 4.83% 61.7% 136 7.35%
SCGDR
4861
Sharp Capital Gestora de Recursos
Brazil
$144M -$31M -18% 9.85% 201% 14 50%
NC
4862
Naman Capital
Brazil
$144M +$3.36M +2% 5.66% 106% 19 10.53%
FF
4863
Friedenthal Financial
New Jersey
$144M -$8.52M -6% 2.42% 111% 70 25.71%
CRI
4864
Colonial River Investments
Virginia
$144M -$9.13M -6% 5.41% 144% 198 19.19%
AEPBI
4865
AH Equity Partners Bio II
California
$144M +$1.1M +0.8% 3.69% 4 0%
FI
4866
FIDELIS iM
Oregon
$143M -$6.12M -4% 5.5% 40.1% 22 0%
HSWM
4867
Hubbell Strickland Wealth Management
Louisiana
$143M -$6.74M -4% 5.87% 49.2% 59 1.69%
AA
4868
ACT Advisors
North Carolina
$143M +$7M +5% 2.65% 69.8% 32 28.13%
SC
4869
Steph & Co
Wisconsin
$143M -$20.5M -12% 5.2% 56.8% 237 5.06%
CPP
4870
Capasso Planning Partners
South Carolina
$143M +$2.34M +2% 3.2% 44.1% 100 22%
WLPWM
4871
Walled Lake Planning & Wealth Management
Illinois
$143M -$2.02M -1% 6.08% 51.7% 81 11.11%
HIC
4872
Harbor Island Capital
Massachusetts
$143M -$20.4M -12% 9.98% 132% 15 0%
HCM
4873
Hutner Capital Management
Vermont
$143M -$9.41M -6% 5.13% 53.7% 44 2.27%
WFC
4874
Western Financial Corp
California
$143M +$2.29M +2% 0.45% 260% 106 25.47%
IIM
4875
Ironwood Investment Management
Massachusetts
$143M -$6.59M -4% 2.42% 149% 171 6.43%