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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
VWM
5526
Vivid Wealth Management
Iowa
$200M +$2.24M +1% 4.21% 74 36.49%
HBFP
5527
Henderson Brothers Financial Partners
Pennsylvania
$200M 0.01% 72
UWP
5528
Uniting Wealth Partners
Kansas
$200M -$7.5M -4% 1.99% 128 29.69%
BCVI
5529
Bain Capital Venture Investors
Massachusetts
$200M -$20.2M -9% 8.74% 34.2% 3 0%
CWA
5530
Consilium Wealth Advisory
Texas
$199M -$10.2M -5% 1.12% 118% 95 15.79%
GIM
5531
GE Investment Management
Connecticut
$199M +$32.2M +19% 17% 4 0%
PIP
5532
Palisades Investment Partners
California
$199M -$37.7M -16% 10.2% 43 11.63%
BCFD
5533
Boit C.F. David
$199M -$46.8M -19% 1.93% 75.4% 128 2.34%
SAM
5534
Scion Asset Management
California
$199M +$122M +157% 12% 1.91% 19 94.74%
TWM
5535
TCFG Wealth Management
California
$199M +$504K +0.3% 0.02% 247 12.15%
DKAM
5536
Drummond Knight Asset Management
Australia
$199M +$61.6M +45% 1.55% 16 56.25%
LAS
5537
Lloyd Advisory Services
Georgia
$199M -$12M -6% 0.92% 47.7% 122 37.7%
PWS
5538
Physician Wealth Solutions
Nevada
$199M -$684K -0.3% 0.07% 41 0%
VVVM4
5539
Viola Ventures VC Management 4
Israel
$199M -$72.7M -27% 5.52% 79.1% 4 0%
FAM
5540
Forte Asset Management
New York
$199M +$10.2M +5% 0.66% 48.8% 67 11.94%
MPCL
5541
My Personal CFO LLC
Washington
$199M +$3.47M +2% 1.9% 67.3% 91 7.69%
VPF
5542
Vantage Point Financial
Illinois
$198M +$12.9M +7% 2.16% 134 11.19%
SIAG
5543
Signet Investment Advisory Group
Rhode Island
$198M +$2.44M +1% 2.13% 59.6% 72 5.56%
WIA
5544
Wetzel Investment Advisors
Indiana
$198M -$2.87M -1% 1.04% 126 7.14%
ICM
5545
IMS Capital Management
Oregon
$198M -$17.4M -8% 2.64% 119% 145 14.48%
OWA
5546
ORBA Wealth Advisors
Illinois
$198M +$6.99M +4% 1.6% 108 6.48%
PCG
5547
PFC Capital Group
California
$198M -$8.47M -4% 4.79% 86 23.26%
FC
5548
Farringdon Capital
United Kingdom
$198M -$43.7M -18% 3.89% 640 83.75%
RS
5549
Rakuten Securities
Japan
$198M -$55.7M -22% 9.18% 879 20.14%
OIM
5550
Oracle Investment Management
Connecticut
$198M +$14.5M +8% 6.78% 865% 24 50%