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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
VWM
5026
Vigilare Wealth Management
Arizona
$173M -$3.82M -2% 4.11% 56.9% 106 13.21%
GCM
5027
Gallacher Capital Management
Colorado
$173M +$6.48M +4% 4.99% 70.7% 289 37.37%
CI
5028
Ceera Investments
Texas
$173M +$16.5M +10% 7.86% 47.9% 80 16.25%
BWG
5029
Beta Wealth Group
California
$173M -$1.75M -1% 3.12% 45.4% 107 13.08%
TLA
5030
Tanglewood Legacy Advisors
Texas
$173M +$16.2M +10% 6.73% 53.1% 287 4.18%
CNBT
5031
Cornerstone National Bank & Trust
Illinois
$173M -$10.6M -6% 1.57% 33.9% 57 5.26%
IRAG
5032
Investment Research & Advisory Group
Georgia
$173M +$16.9M +11% 11.9% 88.6% 226 12.39%
AIA
5033
Affinity Investment Advisors
California
$173M -$14.3M -8% 6.8% 120% 212 22.64%
HSWM
5034
Hubbell Strickland Wealth Management
Louisiana
$173M +$7.94M +5% 5.1% 56.8% 71 7.04%
RGF
5035
Retirement Guys Formula
Ohio
$173M +$33M +24% 4.68% 57.6% 128 9.38%
BC
5036
Barrett & Company
Rhode Island
$172M +$14.6M +9% 6.96% 74.8% 621 5.31%
LSA
5037
Lansing Street Advisors
Pennsylvania
$172M +$12.7M +8% 5.77% 309 11.97%
NERM
5038
New England Research & Management
Illinois
$172M +$1.91M +1% 3.29% 56.4% 161 28.57%
FCCPG
5039
FountainVest China Capital Partners GP3
Cayman Islands
$172M -$54.9M -24% 10.9% 88.9% 1 0%
HA
5040
HC Advisors
Georgia
$172M +$10.5M +7% 3.91% 55.2% 84 4.76%
SFS
5041
Searcy Financial Services
Kansas
$172M +$9.98M +6% 6.21% 58.5% 21 14.29%
OCPWS
5042
One Charles Private Wealth Services
Massachusetts
$172M +$11.1M +7% 8.44% 99.7% 130 12.31%
WMR
5043
Wealth Management Resources
Rhode Island
$172M +$9.41M +6% 1.94% 36.5% 48 31.25%
IAMH
5044
IvyRock Asset Management (HK)
Hong Kong
$172M -$23.5M -12% 3.03% 103% 19 21.05%
KCFA
5045
Key Client Fiduciary Advisors
New Jersey
$172M +$11.6M +7% 5.05% 95.1% 185 12.97%
PWA
5046
Phoenix Wealth Advisors
North Carolina
$172M +$10.2M +6% 4.65% 55% 113 16.81%
1CM
5047
1492 Capital Management
Wisconsin
$172M +$9.63M +6% 11.4% 187% 117 29.91%
IWMWV
5048
Ironwood Wealth Management (West Virginia)
West Virginia
$172M +$4M +2% 2.78% 35.2% 24 4.17%
AI
5049
Acuitas Investments
Washington
$172M +$74.9M +77% 8.55% 180% 117 74.36%
SCM
5050
Segra Capital Management
Florida
$172M +$30.4M +22% 18.4% 116% 8 25%