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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
BDL
5726
Banque de Luxembourg
Luxembourg
$235M +$41.4M +21% 5.06% 91 15.38%
MWA
5727
Motive Wealth Advisors
Michigan
$235M +$2.83M +1% 2.71% 66% 98 15.31%
IAG
5728
Investmark Advisory Group
Connecticut
$235M +$4.2M +2% 1.42% 65.1% 138 5.8%
PGDP
5729
Pragma Gestao de Patrimonio
Brazil
$235M +$2.46M +1% 3.42% 75.2% 22 22.73%
DCM
5730
Dean Capital Management
Kansas
$235M -$21.7M -8% 6.06% 89.7% 125 9.6%
SWA
5731
Sightline Wealth Advisors
Connecticut
$235M +$13.1M +6% 1.3% 44.4% 105 18.1%
RC
5732
Roubaix Capital
Colorado
$235M +$19.8M +9% 2.69% 174% 68 63.24%
DMBA
5733
Deseret Mutual Benefit Administrators
Utah
$234M -$3.19M -1% 2.64% 75.5% 519 4.43%
CKAIS
5734
Christensen King & Associates Investment Services
Washington
$234M +$1.6M +0.7% 1.65% 110 7.27%
LP
5735
LGL Partners
Pennsylvania
$234M -$511K -0.2% 2.37% 68.9% 62 22.58%
WM
5736
Wishbone Management
Illinois
$234M +$48.2M +26% 10.2% 58.7% 5 20%
IAM
5737
Infusive Asset Management
New York
$234M +$16M +7% 1.67% 33.8% 39 28.21%
RF
5738
rebel Financial
Ohio
$234M +$4.66M +2% 0.75% 65 100%
CWA
5739
Capital Wealth Alliance
Arizona
$234M +$32.8M +16% 14.4% 108% 90 18.89%
NF
5740
NavPoint Financial
Minnesota
$234M +$43.3M +23% 2.43% 72 9.72%
BRF
5741
B. Riley Financial
California
$234M +$86.1M +58% 86.6% 682% 32 59.38%
FFS
5742
Forge Financial Services
Oklahoma
$234M +$20.4M +10% 1.97% 27 22.22%
CCIA
5743
Cherry Creek Investment Advisors
Colorado
$234M +$2.58M +1% 1.96% 140% 128 17.19%
KW
5744
Keyvantage Wealth
Pennsylvania
$234M -$4.56M -2% 1.98% 104 10.58%
ICVCFIA
5745
IDG China Venture Capital Fund IV Associates
Hong Kong
$233M -$243M -51% 17.1% 59.2% 4 0%
TFG
5746
Tull Financial Group
Virginia
$233M +$7.02M +3% 1.77% 33 9.09%
MAM
5747
Mainsail Asset Management
Alabama
$233M +$5.42M +2% 0.98% 123 40.65%
CWM
5748
CCG Wealth Management
California
$233M +$21.2M +10% 2.52% 82.6% 101 17.82%
SWM
5749
Shelton Wealth Management
Texas
$233M +$12.3M +6% 3.35% 88% 183 26.78%
OCP
5750
Oakcliff Capital Partners
New York
$233M +$1.56M +0.7% 2.44% 133% 8 0%