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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
EWP
5501
Equity Wealth Partners
Missouri
$278M +$124M +80% 13.1% 110 31.82%
FIA
5502
FNY Investment Advisers
New York
$278M +$49.4M +22% 35.5% 307% 1,149 51.09%
FAM
5503
Fearnley Asset Management
$278M -$27.9M -9% 11.3% 21 33.33%
SWM
5504
SFG Wealth Management
Maryland
$278M +$35.2M +14% 15.3% 82.1% 125 29.6%
FFG
5505
Forum Finance Group
$278M +$93.5M +51% 14.2% 364 17.31%
ACM
5506
Ananym Capital Management
New York
$278M +$15.8M +6% 20.1% 11 36.36%
USPCM
5507
Union Square Park Capital Management
New York
$278M +$102M +58% 28.9% 75.8% 83 57.83%
RPCONE
5508
Retirement Planning Company of New England
Rhode Island
$278M +$32.1M +13% 22% 117% 272 13.24%
VOMP
5509
Vision One Management Partners
Florida
$278M +$45.7M +20% 20.6% 10 30%
HA
5510
Hanover Advisors
South Carolina
$278M +$31.6M +13% 12.7% 130 15.38%
CI
5511
Cordant Inc
Oregon
$278M +$31.3M +13% 12% 47% 353 72.24%
ICMM
5512
Integrated Capital Management (Michigan)
Michigan
$278M +$40.5M +17% 19.7% 64 12.5%
OFA
5513
Onyx Financial Advisors
Idaho
$278M +$36.7M +15% 11.1% 52.5% 18 0%
SERBOO
5514
School Employees Retirement Board of Ohio
Ohio
$278M +$32.3M +13% 9.02% 7 28.57%
PB
5515
Prime Buchholz
New Hampshire
$277M +$86.1M +45% 14.8% 41 48.78%
BWM
5516
Buska Wealth Management
Wisconsin
$277M +$28.4M +11% 11.9% 85 17.65%
HSWM
5517
Hubbell Strickland Wealth Management
Louisiana
$277M +$26.2M +10% 10.4% 56.8% 88 6.82%
VAF
5518
Values Added Financial
District of Columbia
$277M +$39.2M +17% 13.6% 58.3% 151 13.91%
GCM
5519
Gables Capital Management
Florida
$277M +$40.9M +17% 23% 151% 516 10.27%
AWG
5520
Altus Wealth Group
Colorado
$277M +$32.7M +13% 17.5% 68.6% 161 14.29%
EAM
5521
Exane Asset Management
France
$277M -$213M -43% 20.2% 77.5% 40 50%
MAWAG
5522
Mid-American Wealth Advisory Group
Missouri
$277M +$39.9M +17% 5.95% 12.3% 77 42.86%
TWM
5523
Tumwater Wealth Management
Idaho
$277M +$27.9M +11% 10.7% 36 13.89%
WR
5524
WD Rutherford
Oregon
$276M +$51.2M +23% 40.3% 170% 78 12.82%
BIA
5525
Bigelow Investment Advisors
Maine
$276M +$26.4M +11% 14.2% 67.1% 163 9.82%