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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
AC
5451
Applied Capital
Arkansas
$204M +$9.08M +5% 0.97% 52.6% 49 8.16%
CIA
5452
Citadel Investment Advisory
Ohio
$204M +$10.8M +6% 6.35% 67.4% 82 0%
PIA
5453
Powell Investment Advisors
Florida
$204M -$12.3M -6% 3.52% 76.1% 164 17.07%
BC
5454
Bowman & Company
Wisconsin
$204M +$10.1M +5% 2.8% 59.7% 112 9.82%
BWA
5455
BlueChip Wealth Advisors
Georgia
$204M +$23.4M +13% 0.94% 158 17.72%
OGC
5456
One68 Global Capital
New York
$204M +$15.8M +8% 15% 139 67.63%
MWM
5457
MTC Wealth Management
Florida
$204M -$4.11M -2% 0.05% 30.5% 15 20%
PCR
5458
Potrero Capital Research
California
$204M -$95.2M -32% 12.7% 226% 32 59.38%
PWA
5459
Prairie Wealth Advisors
Nebraska
$203M -$4.65M -2% 0.72% 155 11.61%
TC
5460
TAGStone Capital
North Carolina
$203M +$105K +0.1% 1.03% 58.3% 102 14.71%
HCM
5461
Hillman Capital Management
Maryland
$203M -$66.3M -25% 0.69% 20.2% 57 15.79%
FH
5462
FWG Holdings
Florida
$203M -$5.23M -3% 3.45% 91.6% 115 19.13%
BCA
5463
Bernzott Capital Advisors
California
$203M +$906K +0.4% 2.23% 46.6% 42 9.52%
ERFOTCOFW
5464
Employees Retirement Fund of the City of Fort Worth
Texas
$203M -$11.3M -5% 0.95% 31.5% 11 9.09%
CCM
5465
Cobalt Capital Management
New Jersey
$203M -$37.7M -16% 0.61% 235% 35 60%
IQI
5466
Integrated Quantitative Investments
Washington
$203M +$589K +0.3% 0.78% 372 47.85%
KWA
5467
Kondo Wealth Advisors
California
$203M +$5.77M +3% 0.78% 62 4.84%
TA
5468
TKG Advisors
Indiana
$203M -$14.1M -6% 2.26% 104% 96 16.67%
FL
5469
FreeGulliver LLC
Louisiana
$203M -$7.18M -3% 0.17% 100 10%
QCIG
5470
Quad-Cities Investment Group
Iowa
$203M -$1.27M -0.6% 2.12% 61% 185 4.32%
EFG
5471
Elios Financial Group
Ohio
$203M -$8.82M -4% 1.62% 113 3.54%
AWMNH
5472
Arcadia Wealth Management (New Hampshire)
New Hampshire
$203M +$4.96M +3% 0.63% 50.2% 69 18.84%
IAG
5473
Investmark Advisory Group
Connecticut
$202M -$1.46M -0.7% 0.63% 65.1% 119 5.04%
RA
5474
Ransom Advisory
Rhode Island
$202M -$15.1M -7% 3.48% 426 26.06%
GCM
5475
Gables Capital Management
Florida
$202M -$4.96M -2% 1% 151% 448 2.01%