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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
HFCIV
5151
H&F Corporate Investors VIII
California
$243M +$132M +119% 119% 50.7% 1 0%
NIWA
5152
New Insight Wealth Advisors
California
$243M +$22.8M +10% 9.64% 109 16.51%
1W
5153
1776 Wealth
Georgia
$243M +$25.1M +12% 13.6% 87.4% 149 10.74%
FF
5154
Fluent Financial
Texas
$243M +$13.3M +6% 2.49% 42.5% 77 41.56%
FCG
5155
Financial Connections Group
California
$242M +$19.7M +9% 8.99% 44.4% 263 18.63%
TC
5156
TAGStone Capital
North Carolina
$242M +$39.1M +19% 7.22% 50.8% 114 15.79%
WF
5157
Warner Financial
Maryland
$242M +$16.2M +7% 9.04% 62.1% 118 5.93%
RFG
5158
RFP Financial Group
Georgia
$242M -$6.46M -3% 5.65% 44.1% 131 35.88%
CC
5159
Carlson Capital
Texas
$242M -$14.1M -5% 6.13% 72.5% 83 73.49%
BNMT
5160
Bawa N Mallick Trust
New York
$242M +$30.8M +15% 14.6% 67 2.99%
YCG
5161
Yeomans Consulting Group
Georgia
$242M -$16.7M -6% 9.16% 111 48.65%
IVMX
5162
Institutional Venture Management XV
California
$242M +$44.1M +22% 38.2% 36.3% 4 0%
WP
5163
Wealthspan Partners
Iowa
$242M +$25.4M +12% 8.07% 59.1% 125 12.8%
SCM
5164
Spreng Capital Management
Ohio
$242M +$20.8M +9% 9.9% 72.5% 77 3.9%
AWMT
5165
AAFMAA Wealth Management & Trust
North Carolina
$242M +$21.6M +10% 8.65% 58.8% 86 15.12%
DWM
5166
Denver Wealth Management
Colorado
$242M +$22.5M +10% 9.18% 50% 93 12.9%
SCM
5167
Stonehearth Capital Management
Massachusetts
$241M -$187K -0.1% 8.99% 80.7% 102 23.53%
TAA
5168
Turiya Advisors Asia
Hong Kong
$241M +$176M +271% 12.8% 102% 4 75%
HFRG
5169
Houlihan Financial Resource Group
Virginia
$241M +$18.6M +8% 6.74% 42.4% 110 9.09%
ACC
5170
Acorn Creek Capital
Colorado
$241M +$40.5M +20% 8.05% 82 13.41%
TPW
5171
TL Private Wealth
Texas
$241M +$39M +19% 7.77% 46% 45 8.89%
HAM
5172
Hanwha Asset Management
South Korea
$241M +$22M +10% 11% 1 0%
CFLC
5173
California First Leasing Corp
California
$241M +$13.9M +6% 16.9% 161% 47 17.02%
UWS
5174
Unique Wealth Strategies
Illinois
$240M +$20.1M +9% 11.4% 243 41.98%
JHWEPV
5175
J.H. Whitney Equity Partners VII
Connecticut
$240M -$22.8M -9% 3.51% 519% 1 0%