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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
APW
5226
Axim Planning & Wealth
Ohio
$129M 156
HFS
5227
HBC Financial Services
Washington
$129M -$9.78M -7% 195
AIA
5228
Acute Investment Advisory
Arizona
$129M -$5.33M -4% 47
CIG
5229
Cairn Investment Group
Washington
$129M -$29.3M -19% 82
BRC
5230
Bell Rock Capital
Delaware
$129M +$21.4M +20% 133
AWM
5231
Altus Wealth Management
Kentucky
$129M -$16.7M -12% 40
LSA
5232
Lansing Street Advisors
Pennsylvania
$129M -$28.5M -18% 321
CWMU
5233
Caliber Wealth Management (Utah)
Utah
$129M -$28.2M -18% 74
RA
5234
RiverTree Advisors
Florida
$128M -$20.1M -14% 41
LAS
5235
Lloyd Advisory Services
Georgia
$128M -$86.2M -40% 632
OCM
5236
Orion Capital Management
California
$128M -$36.8M -22% 440
MI
5237
Moneywise Inc
Virginia
$128M -$23.5M -15% 57
TWM
5238
Trinity Wealth Management
Pennsylvania
$128M -$14M -10% 42
MA
5239
MKT Advisors
California
$128M -$4.26M -3% 148
YRHAM
5240
Yong Rong (HK) Asset Management
Hong Kong
$128M +$57.4M +81% 17
HAFS
5241
Hapanowicz & Associates Financial Services
Pennsylvania
$128M -$90.1M -41% 31
TWM
5242
TLW Wealth Management
Florida
$128M -$42.5M -25% 21
BCP
5243
Blackhawk Capital Partners
Wisconsin
$128M -$19.1M -13% 100
AC
5244
Aristides Capital
Kentucky
$128M -$19.3M -13% 210
FU
5245
Fairfield University
Connecticut
$128M +$6.38M +5% 4
RCF
5246
Rainwater Charitable Foundation
Texas
$128M -$22.9M -15% 4
DACS
5247
Dymon Asia Capital (Singapore)
Singapore
$128M -$33M -21% 103
ICVCFVA
5248
IDG China Venture Capital Fund V Associates
Hong Kong
$128M +$20.4M +19% 1
MRI
5249
Mad River Investors
Massachusetts
$128M -$1.62M -1% 29
GBI
5250
GP Brinson Investments
Illinois
$128M -$23.9M -16% 16