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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
QS
5401
Quantitative Strategies
California
$149M 4.24% 20
EA
5402
Eudaimonia Advisors
Tennessee
$149M +$715K +0.5% 4.11% 158 13.29%
WB
5403
West Bancorporation
Iowa
$149M +$17.6M +13% 10.5% 64.4% 99 13.13%
XSC
5404
X-Square Capital
Puerto Rico
$149M -$20.7M -12% 6.83% 112% 166 21.08%
CCIA
5405
Cherry Creek Investment Advisors
Colorado
$149M +$12.3M +9% 11.6% 123% 99 10.1%
DCM
5406
Dudley Capital Management
Virginia
$149M +$1.58M +1% 6.85% 110% 129 13.18%
GCM
5407
Garland Capital Management
Washington
$149M +$1.49M +1% 0.65% 55.7% 36 5.56%
MFG
5408
Monumental Financial Group
Maryland
$149M +$8.88M +6% 4.64% 18.2% 93 67.74%
MWA
5409
Moser Wealth Advisors
Washington
$149M 8.25% 127
BI
5410
Berkeley Inc
Idaho
$148M +$10.7M +8% 4.22% 40.9% 79 2.53%
CB
5411
Centennial Bank
Arkansas
$148M -$4.87M -3% 5.15% 56.6% 327 6.73%
RWA
5412
Rooted Wealth Advisors
Illinois
$148M +$13.5M +10% 4.28% 39.6% 104 38.46%
CP
5413
CPV Partners
Connecticut
$148M +$26.2M +21% 32.8% 149% 6 0%
MWA
5414
Miller Wealth Advisors
Colorado
$148M +$128M +620% 14.6% 180% 79 24.05%
GL
5415
Gemsstock Ltd
United Kingdom
$148M +$56.7M +62% 24.7% 237% 10 60%
LP
5416
Lexington Partners
New York
$148M -$7.95M -5% 4.41% 53.9% 7 28.57%
BWLSA
5417
Blue Water Life Science Advisors
California
$148M -$3.08M -2% 6.71% 243% 9 33.33%
FZCM
5418
Flynn Zito Capital Management
New York
$148M +$10.4M +8% 5.61% 97.3% 78 10.26%
FAM
5419
Family Asset Management
South Carolina
$148M +$11.2M +8% 4.79% 196 14.29%
EWG
5420
Executive Wealth Group
Washington
$148M +$6.8M +5% 4.56% 14.9% 47 4.26%
LFA
5421
LifeGuide Financial Advisors
Pennsylvania
$148M +$23.7M +19% 1.1% 31% 35 11.43%
TCFP
5422
Treasure Coast Financial Planning
Florida
$148M +$4.91M +3% 1.38% 26.9% 41 21.95%
DAM
5423
Derbend Asset Management
Georgia
$148M +$14.4M +11% 6.98% 23.9% 85 15.29%
FWA
5424
FOCUS Wealth Advisors
Texas
$148M -$4.41M -3% 3.62% 63.8% 70 31.43%
PSIWM
5425
Paradigm Strategies in Wealth Management
Minnesota
$148M +$20.7M +16% 3.23% 37.9% 45 6.67%