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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
IAG
5576
Investmark Advisory Group
Connecticut
$136M +$1.28M +1% 4.9% 65.1% 112 16.07%
TWA
5577
Trellis Wealth Advisors
California
$136M +$20M +17% 9.04% 57.2% 32 15.63%
HM
5578
Heronetta Management
New York
$136M -$22.4M -14% 1.55% 59.7% 27 11.11%
BHBT
5579
Burke & Herbert Bank & Trust
Virginia
$136M +$1.69M +1% 4.24% 67.8% 135 4.44%
AWA
5580
ARQ Wealth Advisors
Arizona
$136M -$17.2M -11% 4.56% 53.3% 55 16.36%
NVCHI
5581
New Vernon Capital Holdings II
New Jersey
$136M +$11.8M +10% 4.6% 114% 85 7.06%
ACP
5582
Acuta Capital Partners
California
$136M -$26.8M -16% 1.06% 7,269% 41 31.71%
CF
5583
Convergence Financial
Missouri
$136M +$22.8M +20% 5.25% 62.3% 31 22.58%
FIM
5584
FWL Investment Management
Texas
$136M +$3.73M +3% 6.4% 165% 197 65.99%
AFGAS
5585
Allegiance Financial Group Advisory Services
Virginia
$136M +$31.5M +30% 6.72% 62.6% 70 4.29%
OCM
5586
Orleans Capital Management
Louisiana
$136M +$4.93M +4% 4.69% 94.6% 82 7.32%
AWA
5587
Acorn Wealth Advisors
Michigan
$136M +$5.05M +4% 4.38% 53.6% 172 11.63%
HCP
5588
Hiddenite Capital Partners
New York
$135M +$2.6M +2% 6.23% 523% 54 48.15%
CWM
5589
Cahill Wealth Management
Michigan
$135M -$2.19M -2% 5.64% 24.7% 48 2.08%
PWA
5590
Providence Wealth Advisors
Illinois
$135M +$772K +0.6% 2.47% 112% 96 4.17%
KM
5591
Kabouter Management
Illinois
$135M -$151M -53% 11.9% 12.9% 13 38.46%
PP
5592
Patron Partners
Texas
$135M +$2.12M +2% 4.56% 90.2% 177 10.73%
FCMV
5593
Foresite Capital Management V
California
$135M +$6.52M +5% 24.3% 401% 11 0%
IOOF
5594
Independent Order of Foresters
Ontario, Canada
$135M +$10.5M +8% 6.52% 66.3% 17 23.53%
TIMH
5595
Tilt Investment Management Holdings
New York
$135M +$17.3M +15% 9.16% 151 9.27%
BFA
5596
Brendel Financial Advisors
New Hampshire
$135M +$85.3M +171% 3.47% 126% 87 63.22%
AFG
5597
Affinia Financial Group
Massachusetts
$135M +$17.5M +15% 6.52% 37.5% 35 17.14%
MFIMFI
5598
Mesirow Financial Investment Management - Fixed Income
Illinois
$135M +$71.4M +112% 3.23% 26.9% 12 16.67%
SCA
5599
Southern Capital Advisors
Tennessee
$135M +$5.85M +5% 6.15% 58.2% 87 31.03%
RC
5600
Renaissance Capital
Connecticut
$135M +$6.88M +5% 24% 410% 93 11.83%