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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
CI
5076
Chartist Inc
California
$169M -$20.4M -11% 3.38% 28 14.29%
WAM
5077
WFA Asset Management
Wisconsin
$169M -$139K -0.1% 4.28% 60% 272 19.49%
GI
5078
Glovista Investments
New Jersey
$169M -$20.5M -11% 3.18% 2.48% 42 28.57%
WVP
5079
Worth Venture Partners
New Jersey
$169M -$15.1M -8% 1.9% 105% 197 32.99%
MPPW
5080
Mitchell & Pahl Private Wealth
Oklahoma
$168M +$2.79M +2% 1.96% 75.2% 154 4.55%
CF
5081
Convergence Financial
Missouri
$168M +$5.74M +4% 3.58% 62.3% 32 12.5%
TW
5082
Towerpoint Wealth
California
$168M -$9.04M -5% 3.57% 62.4% 84 10.71%
AFS
5083
Amtrust Financial Services
New York
$168M -$10.4M -6% 3.39% 53.8% 15 6.67%
FIA
5084
FNY Investment Advisers
New York
$168M +$89.3M +113% 2.27% 307% 848 54.83%
HA
5085
HC Advisors
Georgia
$168M -$4.14M -2% 2.87% 63.5% 88 11.36%
CWM
5086
Cherrydale Wealth Management
New Jersey
$168M +$24.9M +17% 3.68% 72% 50 22%
PFG
5087
Pinnacle Financial Group
Illinois
$168M -$8.05M -5% 3.83% 54.3% 62 8.06%
RA
5088
Ruggaard & Associates
Ohio
$168M -$2.88M -2% 2.51% 47.6% 115 12.17%
NOI
5089
Newton One Investments
Delaware
$168M -$6.43M -4% 3.76% 38.7% 132 9.85%
AWP
5090
Accretive Wealth Partners
New Jersey
$168M -$882K -0.5% 2.71% 57.3% 123 9.76%
LCM
5091
Lazari Capital Management
California
$168M -$10.2M -6% 2.91% 124% 132 9.85%
CWM
5092
Collaborative Wealth Management
Florida
$168M -$491K -0.3% 3.85% 41.6% 177 12.43%
YAL
5093
Your Advocates Ltd
Texas
$168M -$27.5M -14% 2.59% 50% 360 38.61%
ICM
5094
IMS Capital Management
Oregon
$168M -$12.6M -7% 4.62% 119% 130 6.15%
HSCU
5095
Half Sky Capital (UK)
United Kingdom
$167M -$23.1M -12% 0.07% 13% 10 10%
IWMWV
5096
Ironwood Wealth Management (West Virginia)
West Virginia
$167M -$4.28M -2% 2.16% 35.2% 23 4.35%
MIM
5097
Moseley Investment Management
Florida
$167M -$4.11M -2% 2.63% 96.6% 152 11.18%
FNBSF
5098
First National Bank Sioux Falls
South Dakota
$167M +$9.88M +6% 2.5% 65.4% 125 12%
WS
5099
Wela Strategies
Georgia
$167M +$37.3M +29% 4.1% 51.3% 48 22.92%
UBG
5100
United Bank (Georgia)
Georgia
$167M -$8.36M -5% 3.01% 81.2% 90 1.11%