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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
AFC
5076
Adaptive Financial Consulting
Ohio
$234M -$7.58M -3% 0.34% 33.4% 21 4.76%
SM
5077
Sensible Money
Arizona
$233M +$5.31M +2% 1.87% 65% 84 3.57%
WMA
5078
Wealth Management Associates
New Jersey
$233M -$683K -0.3% 0.51% 111% 225 12.44%
ZIG
5079
Zullo Investment Group
Pennsylvania
$233M -$14.4M -6% 4.09% 116% 151 5.3%
KAM
5080
Kirkoswald Asset Management
New York
$233M +$147M +170% 0% 7 100%
WAM
5081
Weinberger Asset Management
California
$233M -$6.26M -3% 0.21% 80% 82 3.66%
WRTC
5082
Wind River Trust Company
Wyoming
$233M -$21.2M -8% 1.69% 62.1% 9 0%
BLAM
5083
Bourne Lent Asset Management
New York
$233M -$29.3M -11% 6.62% 76.1% 62 3.23%
BAM
5084
Bosun Asset Management
Illinois
$233M +$3.29M +1% 0.55% 278% 235 37.02%
TIG
5085
Tribune Investment Group
New York
$233M +$54.3M +30% 1.56% 48 79.17%
EC
5086
Eaton-Cambridge
Arizona
$233M +$8.7M +4% 0.25% 40 27.5%
NAH
5087
Neumann Advisory (HK)
Hong Kong
$233M -$108M -32% 30% 88.4% 10 0%
WAOI
5088
Wealth Advisors of Iowa
Iowa
$233M +$34.3M +17% 0.29% 60.9% 77 20.78%
MCF
5089
MKA Charitable Fund
California
$233M -$32M -12% 9.09% 1 0%
XSC
5090
X-Square Capital
Puerto Rico
$233M -$10.6M -4% 2.24% 158% 168 11.31%
SPS
5091
Susquehanna Portfolio Strategies
Pennsylvania
$233M +$203M +684% 0.32% 173 98.27%
SMC
5092
Spider Management Company
Virginia
$232M -$8.91M -4% 3.66% 4 0%
BC
5093
Barrett & Company
Rhode Island
$232M -$4.69M -2% 2.56% 74.8% 625 3.52%
PWMG
5094
Pioneer Wealth Management Group
Texas
$232M 0.46% 38
RWA
5095
Rooted Wealth Advisors
Illinois
$232M -$23.6M -9% 1.67% 50.8% 97 10.31%
EWA
5096
Etesian Wealth Advisors
Oregon
$232M +$5.9M +3% 1.1% 54.8% 146 8.9%
WWM
5097
Westwood Wealth Management
California
$232M -$44.9M -16% 13.9% 425% 50 14%
MCC
5098
Malaga Cove Capital
California
$231M -$23.4M -9% 7.8% 88.1% 215 28.37%
SCM
5099
Stonebridge Capital Management
California
$231M -$12.9M -5% 1.32% 85 7.06%
EWP
5100
Elevation Wealth Partners
California
$231M -$5.36M -2% 2.43% 63.7% 520 8.65%