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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
PW
5326
Potentia Wealth
California
$213M -$11.7M -5% 2.4% 98 9.18%
ATWA
5327
Arbor Trust Wealth Advisors
Michigan
$213M -$266K -0.1% 0.4% 63.8% 97 6.19%
MA
5328
MKT Advisors
California
$213M -$16.3M -7% 1.23% 49.2% 153 9.8%
BI
5329
Berkeley Inc
Idaho
$213M +$19.8M +10% 1.28% 40.9% 72 19.44%
HCM
5330
Heights Capital Management
California
$213M +$10.8M +5% 14.4% 165 33.33%
MWM
5331
Maltin Wealth Management
New Jersey
$213M +$9.41M +5% 0.92% 51.9% 137 10.95%
SCP
5332
Stevens Capital Partners
Nebraska
$213M -$8M -4% 5.46% 68.8% 67 13.43%
IAMH
5333
IvyRock Asset Management (HK)
Hong Kong
$213M -$13.7M -6% 13.3% 76% 25 36%
PWM
5334
Prosperity Wealth Management
California
$213M -$30.3M -12% 6.38% 175% 267 38.95%
RSC
5335
Red Spruce Capital
Pennsylvania
$213M -$12.6M -6% 2.45% 93.3% 94 8.51%
WCM
5336
Whitefort Capital Management
New York
$213M +$3.57M +2% 1.13% 243% 19 26.32%
GMP
5337
Great Mountain Partners
Connecticut
$212M -$192M -47% 45% 95.3% 2 50%
OIA
5338
Optimum Investment Advisors
Illinois
$212M -$14.2M -6% 2.36% 125% 652 7.36%
AAG
5339
Avalon Advisory Group
Pennsylvania
$212M -$6.74M -3% 1.36% 41.4% 16 6.25%
CCAM
5340
Codex Capital Asset Management
Texas
$212M -$13.9M -6% 3.97% 36 11.11%
OGF
5341
Orin Green Financial
California
$212M -$15.5M -7% 1.46% 53.3% 76 100%
GI
5342
GS Investments
Minnesota
$212M -$9.11M -4% 2.38% 94.1% 134 11.94%
ISFAN
5343
Investor's Fiduciary Advisor Network
Washington
$212M -$49.2M -19% 2.75% 206 22.82%
DMKJ
5344
David M. Knott Jr
$212M -$64.6M -23% 12.6% 169% 103 32.04%
ITFISA
5345
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$212M -$39.9M -16% 8.79% 183% 205 21.95%
OC
5346
ORIX Corp
Japan
$212M +$10.2M +5% 4.5% 11.7% 1 0%
BIA
5347
Beacon Investment Advisors
Maryland
$212M -$1.12M -0.5% 1.33% 96.4% 160 6.25%
TBC
5348
Ted Buchan & Co
California
$211M -$354K -0.2% 1.07% 61% 88 7.95%
BNMT
5349
Bawa N Mallick Trust
New York
$211M -$16.5M -7% 6.9% 68 4.41%
HSWM
5350
Hubbell Strickland Wealth Management
Louisiana
$211M +$331K +0.2% 0.65% 56.8% 85 15.29%