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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
CC
5176
Congruence Capital
California
$272M 3.62% 30
AIA
5177
Armor Investment Advisors
North Carolina
$272M -$43.7M -14% 1.53% 43.8% 159 11.32%
FL
5178
FreeGulliver LLC
Louisiana
$272M +$47.3M +21% 3.91% 124 32.26%
RCA
5179
Ranch Capital Advisors
Florida
$272M +$13.3M +5% 2.32% 82% 160 10%
IAM
5180
Iridian Asset Management
Connecticut
$272M +$17.5M +7% 11.2% 82.5% 48 20.83%
TWM
5181
Trinity Wealth Management
Pennsylvania
$271M +$4.76M +2% 1.16% 53.5% 76 22.37%
CWA
5182
Consilium Wealth Advisory
Texas
$271M +$11.8M +5% 3.64% 91.5% 98 7.14%
MFC
5183
Mechanics Financial Corp
Ohio
$271M +$6.93M +3% 2.91% 65.2% 244 6.15%
AA
5184
AJ Advisors
Tennessee
$271M +$26.5M +11% 2.1% 59.8% 39 17.95%
EAIC
5185
Empower Annuity Insurance Company
Connecticut
$271M -$3.14M -1% 1.15% 0.57% 1 0%
MWA
5186
Miller Wealth Advisors
Colorado
$271M +$22.8M +9% 10.6% 117% 142 27.46%
BWM
5187
Buska Wealth Management
Wisconsin
$271M -$62.5M -19% 1.74% 79 10.13%
HOWA
5188
Heritage Oak Wealth Advisors
Florida
$271M -$4.66M -2% 3.98% 98 32.65%
WIA
5189
Wealthedge Investment Advisors
New York
$270M +$6.07M +2% 1.86% 147 23.81%
SCM
5190
Stonehearth Capital Management
Massachusetts
$270M +$11.9M +5% 2.99% 80.7% 102 12.75%
SONJCPFA
5191
State of New Jersey Common Pension Fund A
New Jersey
$270M -$12.1M -4% 4.13% 3 0%
SFS
5192
Searcy Financial Services
Kansas
$270M +$6.72M +3% 3.12% 58.5% 25 0%
TW
5193
ticino wealth
California
$270M 4.44% 139
WWA
5194
Wealth Watch Advisors
Colorado
$270M +$26.9M +11% 2.6% 1,071 24%
RCS
5195
Retirement Capital Strategies
California
$270M +$9M +3% 2.51% 50.2% 72 19.44%
EA
5196
Everpar Advisors
Oklahoma
$270M +$16.7M +7% 3.81% 311 25.08%
HCM
5197
Harspring Capital Management
New York
$270M +$8.4M +3% 7.16% 77% 15 6.67%
NCM
5198
NCM Capital Management
New Jersey
$270M +$11.8M +5% 2.93% 83.6% 186 7.53%
BOC
5199
Barbara Oil Co
Illinois
$269M +$923K +0.3% 1.42% 56.4% 78 6.41%
BNMT
5200
Bawa N Mallick Trust
New York
$269M +$5.01M +2% 2.02% 75 4%