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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 Avg Holding
Period (Yrs)
TW
5276
Traveka Wealth
California
$301M +$38.8M +15% 15.2% – 213 19.25% 1.4
VU
5277
Valence8 US
Massachusetts
$300M +$14.4M +5% 15% 69.9% 15 6.67% 2.1
ITFISA
5278
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$300M +$58.4M +24% 40.7% 183% 210 14.29% 1.8
RWS
5279
RASP Wealth Solutions
Indiana
$300M – – 26.1% – 97 – 0
CIA
5280
Caerus Investment Advisors
Texas
$300M +$60M +25% 23.1% 85% 391 41.43% 0.6
BOC
5281
Bull Oak Capital
California
$300M +$40M +15% 12.6% 55.7% 42 14.29% 1.3
RCF
5282
Rainwater Charitable Foundation
Texas
$300M +$106M +55% 11.9% 40.2% 4 0% 4.3
BICM
5283
Breach Inlet Capital Management
South Carolina
$300M -$4.58M -2% 24.8% – 12 16.67% 1.5
SWM
5284
Sculati Wealth Management
Michigan
$300M +$28.9M +11% 9.99% 72.3% 126 10.32% 3.9
NAM
5285
Nutshell Asset Management
United Kingdom
$300M +$116M +63% 12% – 50 40% 0.6
FS
5286
Financial Symmetry
North Carolina
$300M +$18.2M +6% 11% 68.5% 69 10.14% 1.6
MIM
5287
Martin Investment Management
Florida
$300M -$34.6M -10% 1.77% 44.7% 49 10.2% 5.4
EBWM
5288
Eagle Bluffs Wealth Management
Missouri
$299M +$42.6M +17% 22.6% 95.3% 86 6.98% 3
AIM
5289
Avanda Investment Management
Singapore
$299M +$236M +374% 56.7% – 45 60% 0.5
ACC
5290
Acorn Creek Capital
Colorado
$299M +$19.1M +7% 11.4% – 92 14.13% 1.7
KWA
5291
Kondo Wealth Advisors
California
$299M +$33.6M +13% 10.3% – 79 17.72% 1.2
WFA
5292
Woodward Financial Advisors
North Carolina
$299M +$39.6M +15% 9.83% 50.8% 67 11.94% 3.1
MWM
5293
Maltin Wealth Management
New Jersey
$299M +$37.4M +14% 9.38% 58.2% 153 15.69% 3.3
SIA
5294
Schear Investment Advisers
Ohio
$299M +$72.2M +32% 56.4% 241% 85 11.76% 2.5
GWM
5295
Glass Wealth Management
Texas
$299M +$40.4M +16% 26.4% – 73 13.7% 1.7
HWM
5296
HighMark Wealth Management
Minnesota
$299M +$52.9M +22% 21.8% 110% 600 13.67% 3.4
HP
5297
Highlander Partners
Texas
$298M +$42.8M +17% 21.3% 241% 46 6.52% 2.4
SFS
5298
Searcy Financial Services
Kansas
$298M +$28.5M +11% 10.7% 60.2% 28 7.14% 3.3
SC
5299
Sawyer & Company
Massachusetts
$298M +$38.2M +15% 25% 97.4% 211 10.9% 4.6
SEM
5300
Strategic Equity Management
Arizona
$298M +$31.7M +12% 15.5% 70.3% 76 22.37% 1.8