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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
WCM
5151
Wisconsin Capital Management
Wisconsin
$128M -$21.1M -14% 4.34% 153% 47 2.13%
QC
5152
Quaero Capital
Switzerland
$128M +$3.21M +3% 11% 62.4% 82 15.85%
CWA
5153
Consilio Wealth Advisors
Washington
$128M +$4.17M +3% 4.55% 53.3% 47 29.79%
BWM
5154
Benchmark Wealth Management
Connecticut
$128M -$8.35M -6% 4.83% 42.7% 52 13.46%
AAM
5155
Ascension Asset Management
New York
$127M -$8.06M -6% 6.09% 85 2.35%
GIM
5156
Greenwich Investment Management
Connecticut
$127M -$12.1M -9% 6.35% 58 20.69%
CWA
5157
Carolina Wealth Advisors
South Carolina
$127M -$24M -16% 4.34% 57.5% 289 11.76%
LFASL
5158
Lugano Financial Advisors SA (LFA)
Switzerland
$127M -$15.7M -11% 6.09% 36.8% 134 15.67%
JPLA
5159
Joseph P. Lucia & Associates
New York
$127M -$14.3M -10% 4.69% 58.2% 484 77.07%
DFS
5160
Dixon Fnancial Services
California
$127M -$9.98M -7% 6.18% 70% 24 8.33%
BG
5161
Benedetti & Gucer
Georgia
$127M -$20.7M -14% 4.33% 42.7% 105 28.57%
RMSCM
5162
R.M. Sincerbeaux Capital Management
New York
$127M -$9.22M -7% 5.88% 65.9% 44 4.55%
MCAI
5163
Members Capital Advisors Inc
Wisconsin
$127M -$11.2M -8% 8.2% 22.2% 72 9.72%
CWMU
5164
Caliber Wealth Management (Utah)
Utah
$127M -$1.85M -1% 2.99% 36.5% 66 4.55%
GCGDR
5165
Geo Capital Gestora de Recursos
Brazil
$127M -$21.6M -15% 2.82% 30.7% 47 17.02%
MWM
5166
Maltin Wealth Management
New Jersey
$127M -$11.8M -9% 4.89% 51.9% 119 18.49%
SFG
5167
Sowa Financial Group
Rhode Island
$127M -$4.65M -4% 6.07% 69.9% 36 2.78%
FOA
5168
Five Oceans Advisors
California
$127M -$7.54M -6% 5.32% 78.8% 148 22.3%
DCI
5169
Data Collective IV
California
$127M +$5.41M +4% 4.85% 251% 5 0%
GF
5170
Gates Foundation
Washington
$127M -$3.6M -3% 13.5% 58.1% 10 10%
SAM
5171
S.A. Mason
Michigan
$126M -$10.5M -8% 4.88% 80.6% 332 4.22%
WPW
5172
Warther Private Wealth
Ohio
$126M -$10.3M -8% 3.59% 88.4% 110 28.18%
SCM
5173
Salem Capital Management
Massachusetts
$126M -$10.8M -8% 6.36% 32.3% 57 3.51%
TWM
5174
Tanager Wealth Management
United Kingdom
$126M +$5.02M +4% 7.64% 48.1% 47 17.02%
SI
5175
Salesforce Inc
California
$126M -$23.1M -15% 10.1% 33.9% 4 50%