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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
GHA
5601
Granite Harbor Advisors
Texas
$229M -$7.67M -3% 2.18% 61.5% 135 11.85%
NIA
5602
NBZ Investment Advisors
Tennessee
$229M -$722K -0.3% 2.31% 77 16.88%
TPCM
5603
Two Point Capital Management
New York
$229M -$17.8M -7% 3.22% 28 10.71%
MI
5604
Moneywise Inc
Virginia
$229M -$11.4M -5% 0.21% 58% 92 21.74%
AF
5605
Abound Financial
California
$229M -$29.5M -11% 2.25% 291 7.9%
WFAG
5606
Worth Financial Advisory Group
North Carolina
$229M +$22.4M +11% 4.24% 82.9% 202 86.14%
CSIA
5607
Carl Stuart Investment Advisor
Texas
$229M +$118M +107% 0.31% 84.4% 29 48.28%
OWCM
5608
One Wealth Capital Management
Arizona
$229M -$6.03M -3% 7.21% 152 32.24%
IF
5609
IRON Financial
Illinois
$229M +$11.3M +5% 0.81% 51.4% 167 34.13%
CM
5610
Cosmic Management
California
$229M -$95.8M -30% 26.2% 4 0%
FIA
5611
FNY Investment Advisers
New York
$229M -$126M -35% 1.63% 307% 1,226 59.46%
GCM
5612
GeoSphere Capital Management
Florida
$229M -$75M -25% 36.4% 419% 62 67.74%
SWM
5613
Shelton Wealth Management
Texas
$229M -$4.7M -2% 0.57% 88% 190 41.05%
AFO
5614
Allie Family Office
Florida
$228M +$14.3M +7% 0.96% 59% 111 16.22%
MPCL
5615
My Personal CFO LLC
Washington
$228M -$11.3M -5% 2.78% 67.3% 98 15.31%
AWAP
5616
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$228M -$1.66M -0.7% 0.42% 68.1% 160 4.38%
CB
5617
Chris Bulman
California
$228M +$2.19M +1% 1.21% 159 11.95%
CNHF
5618
Conrad N. Hilton Foundation
California
$228M +$150M +191% 3.89% 2 50%
FPN
5619
Financial Planning Navigators
Minnesota
$228M +$10.3M +5% 0.48% 52 11.54%
USB
5620
Union Savings Bank
Connecticut
$228M -$2.72M -1% 0.36% 329 5.17%
EWS
5621
Eagle Wealth Strategies
New Jersey
$228M +$13.3M +6% 0.51% 123 14.63%
APSI
5622
Asset Planning Services Inc
Louisiana
$228M +$1.7M +0.8% 2.82% 117% 35 0%
HFA
5623
Hippocratic Financial Advisors
California
$228M +$11.1M +5% 1.09% 34 20.59%
CI
5624
Ceera Investments
Texas
$228M -$30.9M -12% 9.25% 47.9% 103 25.24%
FAM
5625
Forte Asset Management
New York
$228M +$7.65M +3% 1.15% 48.8% 79 11.39%