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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
AWM
5726
Abound Wealth Management
Tennessee
$139M +$11.4M +9% 5.1% 58.6% 123 23.58%
IWMWV
5727
Ironwood Wealth Management (West Virginia)
West Virginia
$139M -$4.29M -3% 2.73% 35.2% 25 24%
AIM
5728
Anatole Investment Management
Hong Kong
$139M -$1.69B -92% 17.6% 3,486% 17 82.35%
RFP
5729
Roth Financial Partners
Texas
$139M -$1.95M -1% 4.81% 54.3% 34 23.53%
HFS
5730
HBC Financial Services
Washington
$138M -$19.1M -12% 5.57% 12.6% 189 11.64%
IAMH
5731
IvyRock Asset Management (HK)
Hong Kong
$138M +$51M +58% 32.9% 76% 15 40%
PC
5732
Plaisance Capital
Colorado
$138M -$10.2M -7% 14.2% 48 89.58%
HIG
5733
Heritage Investment Group
Florida
$138M +$11.3M +9% 4.39% 51.2% 87 13.79%
AA
5734
Antipodean Advisors
New York
$138M -$105M -43% 38.3% 67.8% 7 28.57%
MFA
5735
McClarren Financial Advisors
Pennsylvania
$138M -$8.51M -6% 4.61% 55.3% 344 13.37%
JC
5736
Jentner Corp
Ohio
$138M -$13.9M -9% 7.25% 38.9% 39 20.51%
AMAL
5737
Asset Management Advisors LLC
Oklahoma
$138M -$9.75M -7% 1.9% 124% 17 17.65%
RCA
5738
Reitz Capital Advisors
Michigan
$138M -$3.97M -3% 4.36% 11% 82 45.12%
AIFAIM
5739
American Institute for Advanced Investment Management
Arizona
$138M -$10.7M -7% 4.01% 72.8% 132 13.64%
EL
5740
EQ LLC
Washington
$138M -$5.65M -4% 3.33% 72.9% 50 12%
MAG
5741
Millrace Asset Group
Pennsylvania
$138M -$33.7M -20% 8.3% 113% 94 40.43%
RCM
5742
Regency Capital Management
Hawaii
$138M -$19.7M -13% 1.74% 92.1% 151 47.68%
CSIA
5743
Carl Stuart Investment Advisor
Texas
$138M -$192K -0.1% 2.73% 84.4% 97 73.2%
CIA
5744
Capital Impact Advisors
Massachusetts
$138M -$7.43M -5% 9.19% 199 57.29%
TIM
5745
Timelo Investment Management
Ontario, Canada
$138M -$49.3M -26% 11.9% 104% 132 39.39%
JSMC
5746
Jess S. Morgan & Co
California
$137M -$25.4M -16% 7.55% 69.3% 48 14.58%
FGIM
5747
First Growth Investment Manager
California
$137M -$56.8M -29% 15.1% 33 15.15%
LM
5748
Lansing Management
New York
$137M -$28.5M -17% 17.7% 76.9% 8 0%
BOM
5749
Bank of Marin
California
$137M -$12.9M -9% 5.86% 80.3% 131 8.4%
NOI
5750
Newton One Investments
Delaware
$137M -$4.36M -3% 5.13% 38.7% 132 7.58%