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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
NIWA
5201
New Insight Wealth Advisors
California
$280M +$14.1M +5% 1.95% 114 9.65%
LFP
5202
Lakeshore Financial Planning
Michigan
$280M +$10.4M +4% 2.14% 56.8% 90 12.22%
HC
5203
Hendley & Co
Ohio
$280M -$22M -7% 2.53% 54.8% 50 16%
FZCM
5204
Flynn Zito Capital Management
New York
$280M +$8.78M +3% 3.96% 97.3% 144 10.42%
SPIO
5205
Seven Post Investment Office
California
$280M +$2.06M +0.7% 2.39% 52.6% 38 15.79%
VPF
5206
Vantage Point Financial
Illinois
$280M +$21.5M +8% 2.76% 177 16.95%
BIG
5207
Boothe Investment Group
Delaware
$279M +$6.47M +2% 2.48% 59.8% 38 7.89%
RLIM
5208
Red Lighthouse Investment Management
New York
$279M -$6.79M -2% 2.88% 63.4% 115 22.61%
HCM
5209
Heights Capital Management
California
$279M -$72.2M -21% 3.5% 256 54.3%
BCM
5210
Buckhead Capital Management
Georgia
$279M +$3.61M +1% 0.34% 67.6% 141 12.06%
HP
5211
Highlander Partners
Texas
$279M -$8.02M -3% 0.64% 241% 69 31.88%
ACP
5212
Arcus Capital Partners
Georgia
$279M +$50M +22% 0.68% 69.2% 158 34.18%
PC
5213
Panview Capital
Hong Kong
$278M +$43.4M +18% 2.66% 11 36.36%
SWP
5214
ShoreHaven Wealth Partners
New Jersey
$278M +$7.8M +3% 2.13% 63.8% 113 17.7%
SC
5215
Saiph Capital
New Jersey
$278M +$541K +0.2% 1.33% 52.4% 75 12%
EFM
5216
Eley Financial Management
Vermont
$278M +$717K +0.3% 2.46% 69.7% 68 1.47%
APW
5217
Aventura Private Wealth
Florida
$278M +$7.15M +3% 2.45% 905 15.8%
GCM
5218
Goldstream Capital Management
Hong Kong
$278M -$164M -37% 8.72% 686% 63 31.75%
FSA
5219
Financial Services Advisory
Maryland
$278M +$18.8M +7% 2.67% 75.8% 77 31.17%
ACC
5220
Acorn Creek Capital
Colorado
$278M +$13.3M +5% 3.27% 87 19.54%
IVGAI
5221
Index Venture Growth Associates IV
Jersey
$278M -$27.5M -9% 5.95% 2 0%
IFU
5222
iSAM Funds (UK)
United Kingdom
$278M -$209M -43% 1.9% 53.7% 749 80.37%
MSWM
5223
Master's Wealth Management
Pennsylvania
$278M +$47.7M +21% 2% 68 33.82%
BWAM
5224
Blue Water Asset Management
Michigan
$278M 0.74% 104
OI
5225
Overlook Investments
Cayman Islands
$278M 24.9% 1