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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
CWMU
5426
Caliber Wealth Management (Utah)
Utah
$129M -$28.2M -18% 17.9% 36.5% 74 31.08%
RA
5427
RiverTree Advisors
Florida
$128M -$20.1M -14% 10.1% 25.4% 41 43.9%
LAS
5428
Lloyd Advisory Services
Georgia
$128M -$86.2M -40% 12.7% 47.7% 611 90.02%
MI
5429
Moneywise Inc
Virginia
$128M -$23.5M -15% 14% 58% 57 24.56%
WQ
5430
Wealth Quarterback
New Jersey
$128M 9.88% 96.7% 118
YRHAM
5431
Yong Rong (HK) Asset Management
Hong Kong
$128M +$57.5M +81% 25.6% 2,310% 18 61.11%
TWM
5432
Trinity Wealth Management
Pennsylvania
$128M -$14M -10% 12.3% 53.5% 42 16.67%
MA
5433
MKT Advisors
California
$128M -$4.26M -3% 12.8% 49.2% 148 11.49%
HAFS
5434
Hapanowicz & Associates Financial Services
Pennsylvania
$128M -$90.1M -41% 14.5% 58.5% 31 22.58%
TWM
5435
TLW Wealth Management
Florida
$128M -$42.5M -25% 20.3% 82.9% 21 28.57%
BCP
5436
Blackhawk Capital Partners
Wisconsin
$128M -$19.1M -13% 12.5% 87.2% 100 47%
JF
5437
Joule Financial
Kentucky
$128M 11.8% 55.5% 78
FU
5438
Fairfield University
Connecticut
$128M +$6.38M +5% 15.1% 61.9% 4 0%
RCF
5439
Rainwater Charitable Foundation
Texas
$128M -$22.9M -15% 16.9% 40.2% 4 25%
ICVCFVA
5440
IDG China Venture Capital Fund V Associates
Hong Kong
$128M +$20.4M +19% 19% 7.34% 1 0%
MRI
5441
Mad River Investors
Massachusetts
$128M -$1.62M -1% 1.84% 225% 29 6.9%
GCM
5442
Granby Capital Management
Florida
$128M +$11M +9% 13.1% 50% 61 37.7%
GBI
5443
GP Brinson Investments
Illinois
$128M -$23.9M -16% 15.6% 45.5% 16 0%
MC
5444
Metavasi Capital
New York
$128M -$57.4M -31% 17.5% 840% 35 60%
BCM
5445
Bancreek Capital Management
California
$128M -$25.3M -17% 13% 33.6% 29 10.34%
LCH
5446
Lee Capital Holdings
New York
$128M -$50.8M -28% 21.5% 34.4% 74 55.41%
SFSG
5447
Sound Financial Strategies Group
Mississippi
$128M -$53.5M -30% 5.71% 26.4% 73 50.68%
CIA
5448
Cascade Investment Advisors
Oregon
$127M -$36.9M -22% 14.5% 71.4% 258 10.08%
FGG
5449
Financial Guidance Group
Florida
$127M -$18.2M -13% 11.6% 52% 46 13.04%
PWS
5450
Precision Wealth Strategies
Missouri
$127M -$41.3M -25% 12.1% 106% 189 30.16%