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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
IWN
5051
Independent Wealth Network
Iowa
$163M -$3.76M -2% 1.81% 75.1% 214 9.35%
QC
5052
Qalhat Capital
British Virgin Islands
$162M -$5.69M -3% 3.44% 90.3% 8 0%
OIM
5053
Opus Investment Management
Massachusetts
$162M -$116M -42% 3.6% 44.3% 73 43.84%
AWM
5054
Activest Wealth Management
Florida
$162M +$17.9M +12% 3.63% 105% 459 62.09%
RWA
5055
Rooted Wealth Advisors
Illinois
$162M +$14.1M +9% 3.68% 50.8% 88 22.73%
MA
5056
Mezzasalma Advisors
New Jersey
$162M -$2.71M -2% 1.02% 157% 88 9.09%
SLA
5057
Silver Lake Advisory
Utah
$162M -$24.9M -13% 3.03% 70.9% 95 46.32%
WPW
5058
Watershed Private Wealth
Illinois
$162M -$3.07M -2% 3.47% 71.4% 100 16%
LFPWM
5059
Leicht Financial Planning & Wealth Management
New Jersey
$162M -$3.52M -2% 3.57% 46.3% 22 18.18%
HWP
5060
Highline Wealth Partners
California
$162M +$3.14M +2% 2.59% 82.9% 403 16.87%
IGYL
5061
I.G.Y. Ltd
United Kingdom
$162M +$2.27M +1% 1.53% 100% 3 0%
JKSF
5062
John & Kathleen Schreiber Foundation
Illinois
$162M +$14.6M +10% 14% 36.3% 4 0%
AIM
5063
Ausbil Investment Management
Australia
$162M +$222K +0.1% 3.55% 120% 71 45.07%
GCC
5064
Game Creek Capital
Massachusetts
$162M -$16.1M -9% 0.2% 108% 73 31.51%
AA
5065
ACT Advisors
North Carolina
$161M +$10.1M +7% 2.48% 69.8% 40 37.5%
NEPPG
5066
New England Professional Planning Group
Rhode Island
$161M -$8.8M -5% 3.96% 47.1% 41 2.44%
OFW
5067
Omnia Family Wealth
Florida
$161M +$14.2M +10% 1.43% 80.6% 73 21.92%
TWM
5068
Trinity Wealth Management
Pennsylvania
$161M -$2.39M -1% 2.79% 53.5% 46 13.04%
KC
5069
Kize Capital
New York
$161M -$39.5M -20% 3.02% 25.6% 6 0%
VCM
5070
Vector Capital Management
California
$161M -$148M -48% 41.1% 42.7% 5 20%
WMWM
5071
Whitaker-Myers Wealth Managers
Ohio
$161M +$11.8M +8% 3.27% 69.5% 82 17.07%
KIC
5072
Kensington Investment Counsel
California
$161M +$3.35M +2% 2.34% 61.6% 103 9.71%
TCM
5073
Thomist Capital Management
Texas
$161M +$1.56M +1% 7.4% 71.6% 35 65.71%
AMR
5074
Asset Management Resources
Massachusetts
$161M -$3.52M -2% 2.61% 61 11.48%
GCM
5075
GeoSphere Capital Management
Florida
$161M +$42.3M +36% 29.7% 419% 41 68.29%