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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
WA
5101
Watchtower Advisors
Connecticut
$129M -$18.2M -12% 13
IAMH
5102
IvyRock Asset Management (HK)
Hong Kong
$129M -$29.5M -19% 16
CG
5103
Castellan Group
Kentucky
$129M +$2.46M +2% 65
AGFVA
5104
Accel Growth Fund V Associates
California
$129M -$35.3M -22% 2
BAM
5105
Bellevue Asset Management
Washington
$129M -$9.79M -7% 517
HI
5106
Harrington Investments
California
$129M -$5.91M -4% 78
CJFS
5107
Coulter & Justus Financial Services
Tennessee
$129M +$4.21M +3% 50
AFA
5108
AllGen Financial Advisors
Florida
$128M +$6.82M +6% 41
RCM
5109
Rain Capital Management
Oregon
$128M -$10.8M -8% 73
HM
5110
HCEP Management
Hong Kong
$128M -$19.7M -13% 5
SRA
5111
Summit Rock Advisors
New York
$128M +$5.73M +5% 9
KXA
5112
KPCB XIV Associates
California
$128M -$44M -26% 6
SC
5113
Saiph Capital
New Jersey
$128M -$1.69M -1% 45
YEPX
5114
Yorktown Energy Partners XI
New York
$128M -$38.8M -23% 3
IWN
5115
Independent Wealth Network
Iowa
$128M -$10.9M -8% 196
MWA
5116
Moser Wealth Advisors
Washington
$128M -$6.52M -5% 156
MAM
5117
McCarthy Asset Management
California
$128M +$4.91M +4% 33
WCM
5118
Wisconsin Capital Management
Wisconsin
$128M -$21.1M -14% 47
QC
5119
Quaero Capital
Switzerland
$128M +$3.21M +3% 86
CWA
5120
Consilio Wealth Advisors
Washington
$128M +$4.17M +3% 47
BWM
5121
Benchmark Wealth Management
Connecticut
$128M -$8.35M -6% 52
AAM
5122
Ascension Asset Management
New York
$127M -$8.06M -6% 85
GIM
5123
Greenwich Investment Management
Connecticut
$127M -$12.1M -9% 58
CWA
5124
Carolina Wealth Advisors
South Carolina
$127M -$24M -16% 324
LFASL
5125
Lugano Financial Advisors SA (LFA)
Switzerland
$127M -$15.7M -11% 134