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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
AIA
5576
Alternative Investment Advisors
Florida
$175M +$8.94M +5% 2.77% 52 28.85%
HM
5577
HCC Manager
Illinois
$175M +$495K +0.3% 8.08% 2 0%
WIA
5578
Wetzel Investment Advisors
Indiana
$175M +$5.03M +3% 0.85% 1,134 22.75%
MAG
5579
MRA Advisory Group
New Jersey
$175M +$7.41M +4% 2.8% 84.5% 123 22.76%
AWM
5580
Aspire Wealth Management
Massachusetts
$175M +$9.1M +5% 1.18% 26% 191 8.38%
OPOWM
5581
One Plus One Wealth Management
Florida
$175M +$385K +0.2% 0.37% 69.2% 105 18.1%
VCIM
5582
Velan Capital Investment Management
Georgia
$175M -$45.7M -21% 13.4% 2,525% 25 48%
AC
5583
Applied Capital
Arkansas
$174M +$5.84M +3% 0.76% 52.6% 40 7.5%
PFA
5584
Peak Financial Advisors
Colorado
$174M +$10M +6% 1.11% 40.1% 89 42.7%
TVWM
5585
Tower View Wealth Management
Wisconsin
$174M +$3.29M +2% 8.07% 132% 201 13.93%
CIS
5586
Custom Index Systems
New York
$174M -$1.66M -0.9% 3.39% 313 44.09%
LAM
5587
Lifestyle Asset Management
Texas
$174M +$4.76M +3% 1.93% 82.6% 115 25.22%
EA
5588
Evolution Advisers
Virginia
$174M +$4.56M +3% 1.02% 33% 203 17.73%
CWM
5589
Chicago Wealth Management
Illinois
$174M +$5.59M +3% 1.74% 110% 55 23.64%
RCAP
5590
Resolute Capital Asset Partners
Colorado
$174M -$17.4M -9% 9.31% 637% 70 72.86%
NAG
5591
Northstar Advisory Group
New Jersey
$174M +$8.63M +5% 5.44% 141% 102 17.65%
LIM
5592
Lagoda Investment Management
New York
$174M +$10.8M +7% 14.5% 193% 40 0%
AI
5593
Anchor IV
Singapore
$174M +$41.7M +32% 31.6% 1 0%
LM
5594
Luminus Management
Texas
$174M -$46.2M -21% 19.9% 13.1% 32 40.63%
LAI
5595
Legal Advantage Investments
California
$174M -$5.22M -3% 2.28% 105% 107 14.95%
TCG
5596
Transcendent Capital Group
Oklahoma
$174M +$1.39M +0.8% 3.79% 470 24.04%
RWS
5597
Resolute Wealth Strategies
Mississippi
$174M +$8.47M +5% 8.32% 97% 98 7.14%
IRM
5598
Income Research & Management
Massachusetts
$173M +$25.2M +17% 0.03% 0.7% 20 30%
M
5599
MYeCFO
California
$173M +$2.91M +2% 1.91% 43.8% 57 5.26%
BFP
5600
Briaud Financial Planning
Texas
$173M -$2.71M -2% 4.09% 81.6% 146 15.07%