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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
TPWM
5101
Twelve Points Wealth Management
Massachusetts
$129M -$956K -0.7% 168
WA
5102
Watchtower Advisors
Connecticut
$129M -$18.2M -12% 13
IAMH
5103
IvyRock Asset Management (HK)
Hong Kong
$129M -$29.5M -19% 16
CG
5104
Castellan Group
Kentucky
$129M +$2.46M +2% 65
AGFVA
5105
Accel Growth Fund V Associates
California
$129M -$35.3M -22% 2
BAM
5106
Bellevue Asset Management
Washington
$129M -$9.79M -7% 517
HI
5107
Harrington Investments
California
$129M -$5.91M -4% 78
CJFS
5108
Coulter & Justus Financial Services
Tennessee
$129M +$4.21M +3% 50
AFA
5109
AllGen Financial Advisors
Florida
$128M +$6.82M +6% 41
RCM
5110
Rain Capital Management
Oregon
$128M -$10.8M -8% 73
HM
5111
HCEP Management
Hong Kong
$128M -$19.7M -13% 5
SRA
5112
Summit Rock Advisors
New York
$128M +$5.73M +5% 9
KXA
5113
KPCB XIV Associates
California
$128M -$44M -26% 6
SC
5114
Saiph Capital
New Jersey
$128M -$1.69M -1% 45
YEPX
5115
Yorktown Energy Partners XI
New York
$128M -$38.8M -23% 3
IWN
5116
Independent Wealth Network
Iowa
$128M -$10.9M -8% 196
MWA
5117
Moser Wealth Advisors
Washington
$128M -$6.52M -5% 156
MAM
5118
McCarthy Asset Management
California
$128M +$4.91M +4% 33
WCM
5119
Wisconsin Capital Management
Wisconsin
$128M -$21.1M -14% 47
QC
5120
Quaero Capital
Switzerland
$128M +$3.21M +3% 86
CWA
5121
Consilio Wealth Advisors
Washington
$128M +$4.17M +3% 47
BWM
5122
Benchmark Wealth Management
Connecticut
$128M -$8.35M -6% 52
AAM
5123
Ascension Asset Management
New York
$127M -$8.06M -6% 85
GIM
5124
Greenwich Investment Management
Connecticut
$127M -$12.1M -9% 58
CWA
5125
Carolina Wealth Advisors
South Carolina
$127M -$24M -16% 324