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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
FWP
5451
Firethorn Wealth Partners
Georgia
$197M +$20.1M +11% 6.26% 67.1% 165 19.39%
WC
5452
Westhampton Capital
North Carolina
$197M +$12.5M +7% 8.49% 95.6% 121 9.09%
TW
5453
Traveka Wealth
California
$197M -$7.87M -4% 5.7% 143 16.08%
FW
5454
Fairway Wealth
Ohio
$197M +$27.2M +16% 6.78% 380 77.89%
HM
5455
Harvest Management
New York
$197M +$65.7M +50% 7.56% 609% 65 55.38%
JHA
5456
Jackson Hill Advisors
Texas
$197M +$14.2M +8% 16.2% 79.4% 13 0%
CWA
5457
Carolina Wealth Advisors
South Carolina
$197M -$7.33M -4% 7.3% 57.5% 360 43.06%
DMBA
5458
Deseret Mutual Benefit Administrators
Utah
$197M -$19.1M -9% 6.05% 51.4% 498 1.41%
SCMS
5459
Serenity Capital Management (Singapore)
Singapore
$196M +$34.8M +22% 30.4% 20.4% 4 0%
BWIA
5460
Bryant Woods Investment Advisors
New York
$196M +$58.9M +43% 6.46% 66.3% 50 24%
CWA
5461
Clarus Wealth Advisors
Arizona
$196M +$8.14M +4% 6.87% 140 11.43%
IAIM
5462
Industrial Alliance Investment Management
Quebec, Canada
$196M +$20M +11% 5.07% 81.5% 15 0%
AI
5463
Anchor IV
Singapore
$196M +$22.5M +13% 13% 1 0%
SRWM
5464
Shira Ridge Wealth Management
California
$196M +$16.6M +9% 5.39% 64.9% 84 14.29%
WA
5465
Waterford Advisors
New York
$196M -$42.5M -18% 6.6% 40.5% 56 14.29%
IPA
5466
Investment Planning Advisors
Georgia
$196M $0 0% 4.33% 59 0%
DLHL
5467
Donald L. Hagan LLC
Florida
$196M +$7.09M +4% 6.25% 47.9% 102 14.71%
SFP
5468
Strategic Financial Partners
Oregon
$196M +$14.3M +8% 6.02% 43% 70 7.14%
PBO
5469
Peoples Bank (Ohio)
Ohio
$196M +$3.13M +2% 5.58% 71.7% 137 10.95%
SFCM
5470
Savoir Faire Capital Management
Connecticut
$196M -$61.5M -24% 2.22% 1.22% 55 18.18%
TC
5471
TAGStone Capital
North Carolina
$196M +$19.4M +11% 6.04% 50.8% 93 6.45%
BAM
5472
Ballast Asset Management
Texas
$196M +$11.3M +6% 13.5% 53 11.32%
CI
5473
Cordant Inc
Oregon
$196M +$16.6M +9% 5.69% 47% 76 9.21%
AFCM
5474
Alta Fox Capital Management
Texas
$196M +$38.1M +24% 24.8% 228% 20 65%
FWP
5475
Family Wealth Partners
North Carolina
$195M +$2.76M +1% 2.19% 44 6.82%