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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
WIA
5301
Wealthedge Investment Advisors
New York
$270M +$6.07M +2% 1.86% 147 23.81%
SCM
5302
Stonehearth Capital Management
Massachusetts
$270M +$11.9M +5% 2.99% 80.7% 102 12.75%
SONJCPFA
5303
State of New Jersey Common Pension Fund A
New Jersey
$270M -$12.1M -4% 4.13% 3 0%
SFS
5304
Searcy Financial Services
Kansas
$270M +$6.72M +3% 3.12% 58.5% 25 0%
TW
5305
ticino wealth
California
$270M 4.44% 139
WWA
5306
Wealth Watch Advisors
Colorado
$270M +$26.9M +11% 2.6% 1,071 24%
RCS
5307
Retirement Capital Strategies
California
$270M +$9M +3% 2.51% 59% 72 19.44%
EA
5308
Everpar Advisors
Oklahoma
$270M +$16.7M +7% 3.81% 311 25.08%
HCM
5309
Harspring Capital Management
New York
$270M +$8.4M +3% 7.16% 70.6% 15 6.67%
NCM
5310
NCM Capital Management
New Jersey
$270M +$11.8M +5% 2.93% 105% 186 7.53%
BOC
5311
Barbara Oil Co
Illinois
$269M +$923K +0.3% 1.42% 76.9% 78 6.41%
BNMT
5312
Bawa N Mallick Trust
New York
$269M +$5.01M +2% 2.02% 75 4%
IWP
5313
Invenio Wealth Partners
Florida
$269M -$5.62M -2% 1.85% 52% 97 7.22%
APIM
5314
Agate Pass Investment Management
Washington
$269M +$6.35M +2% 2.83% 68% 107 4.67%
BVC
5315
Bright Valley Capital
Hong Kong
$269M +$100M +59% 3.26% 19 52.63%
TSS
5316
Thomas Story & Son
Indiana
$269M -$2.9M -1% 2% 91.8% 52 3.85%
LI
5317
LHM Inc
Utah
$269M -$33.5M -11% 3.11% 25 24%
AWMNH
5318
Arcadia Wealth Management (New Hampshire)
New Hampshire
$269M +$16.7M +7% 1.66% 50.2% 64 6.25%
CWA
5319
Crux Wealth Advisors
California
$269M +$16.5M +7% 2.1% 190 19.47%
FDS
5320
First Dallas Securities
Texas
$269M +$1.81M +0.7% 3.7% 163% 119 15.13%
QP
5321
Quartz Partners
New York
$269M -$7.4M -3% 3.09% 193 20.73%
DIM
5322
DLK Investment Management
California
$269M +$3.25M +1% 3.74% 95 12.63%
SSWM
5323
Strait & Sound Wealth Management
California
$269M +$8.1M +3% 3.4% 74% 154 7.14%
AIP
5324
Alexis Investment Partners
Texas
$269M -$902M -77% 2.98% 103 10.68%
TC
5325
TAGStone Capital
North Carolina
$268M +$16.1M +6% 2.12% 58.3% 120 5.83%