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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
WPW
5201
Watershed Private Wealth
Illinois
$165M +$17.2M +12% 6.67% 71.4% 91 14.29%
KA
5202
Kercheville Advisors
Texas
$165M +$19.3M +13% 18.3% 240% 81 13.58%
IFO
5203
Independent Family Office
New York
$165M -$8.24M -5% 4.98% 68.4% 74 13.51%
AIA
5204
Armor Investment Advisors
North Carolina
$165M -$9.99M -6% 4.77% 56.6% 181 15.47%
LC
5205
Linse Capital
Puerto Rico
$165M 16.8% 2
MA
5206
Mezzasalma Advisors
New Jersey
$165M +$23.5M +17% 15% 194% 92 11.96%
CCC
5207
Cincinnati Casualty Company
Ohio
$165M +$5.25M +3% 4.05% 56% 26 0%
APIM
5208
Agate Pass Investment Management
Washington
$165M +$11.9M +8% 5.45% 68% 97 7.22%
RA
5209
Riverstone Advisors
Texas
$165M +$8.17M +5% 8.39% 104% 55 12.73%
HCM
5210
HMS Capital Management
Tennessee
$165M +$5.93M +4% 9.3% 130% 117 19.66%
BWM
5211
Boyd Wealth Management
California
$165M +$20.5M +14% 3.58% 51.1% 45 24.44%
CWA
5212
Clarus Wealth Advisors
Arizona
$165M +$5.66M +4% 6.13% 140 22.14%
BCM
5213
Birch Capital Management
Texas
$165M +$9.26M +6% 6.5% 48.4% 104 6.73%
AMR
5214
Asset Management Resources
Massachusetts
$165M +$7.58M +5% 4.46% 62 12.9%
DRD
5215
Dennis R. Delaney
$164M +$47M +40% 6.73% 84.3% 51 7.84%
SFPG
5216
Stonebridge Financial Planning Group
Florida
$164M +$9.15M +6% 6.99% 67.2% 135 11.85%
HAM
5217
Hanwha Asset Management
South Korea
$164M +$20.1M +14% 14% 1 0%
LBWM
5218
Left Brain Wealth Management
Illinois
$164M +$16.9M +11% 15% 357% 87 20.69%
ACH
5219
Axis Capital Holdings
$164M +$11.9M +8% 7.86% 67% 3 0%
SAMT
5220
Select Asset Management & Trust
Pennsylvania
$164M +$50.4M +44% 6.34% 68.4% 70 18.57%
CFGF
5221
Compass Financial Group (Florida)
Florida
$164M +$4.27M +3% 3.29% 44.1% 32 12.5%
HIS
5222
Horizon Investment Services
Indiana
$164M +$7.89M +5% 10.2% 250% 117 19.66%
TWM
5223
Trinity Wealth Management
Pennsylvania
$164M +$11.3M +7% 4.1% 53.5% 48 29.17%
AAM
5224
Ascension Asset Management
New York
$164M 8.61% 89
CFLC
5225
California First Leasing Corp
California
$164M +$14.1M +9% 7.75% 377% 37 8.11%