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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
BIP
5751
Blue Investment Partners
California
$131M +$31.9M +32% 11.6% 32 18.75%
WAM
5752
Worth Asset Management
Texas
$131M -$609K -0.5% 3.37% 115% 548 28.83%
ICP
5753
Interchange Capital Partners
Pennsylvania
$131M -$53.3M -29% 6.15% 79.6% 239 45.19%
IAM
5754
Infusive Asset Management
New York
$131M +$16.2M +14% 9.16% 40.1% 17 23.53%
BCM
5755
BCK Capital Management
Connecticut
$131M +$16M +14% 4.5% 161% 97 58.76%
FC
5756
Financial Council
Maryland
$131M +$8.38M +7% 8.03% 63.8% 74 12.16%
FOFP
5757
Fee-Only Financial Planning
South Carolina
$131M +$7.83M +6% 6.54% 54.6% 44 6.82%
TA
5758
Tactive Advisors
Florida
$131M -$3.62M -3% 12.3% 83 53.01%
XI
5759
XXEC Inc
Oklahoma
$131M +$5.67M +5% 6.62% 24.2% 25 12%
DAM
5760
Diamant Asset Management
Connecticut
$131M +$8.84M +7% 7.83% 63.6% 66 0%
LFA
5761
Lauterbach Financial Advisors
Texas
$131M +$7.07M +6% 5.36% 60.5% 61 1.64%
SCA
5762
Southern Capital Advisors
Tennessee
$131M -$4.29M -3% 5.06% 58.2% 81 23.46%
GC
5763
Gould Capital
Washington
$131M +$985K +0.8% 4.04% 52% 205 7.8%
MA
5764
Mudita Advisors
United Kingdom
$131M +$19M +17% 2.11% 116% 18 16.67%
NMC
5765
Nine Masts Capital
Hong Kong
$131M +$36.2M +38% 1.25% 76.5% 36 25%
WAC
5766
William Allan Corp
Colorado
$131M +$4.64M +4% 6.42% 50.4% 50 8%
KC
5767
Kades & Cheifetz
Pennsylvania
$130M +$3.59M +3% 3.13% 77 3.9%
CHA
5768
Cooper/Haims Advisors
New York
$130M +$5.4M +4% 4.11% 41.9% 74 4.05%
CSIA
5769
Carl Stuart Investment Advisor
Texas
$130M +$25.8M +25% 5.57% 78.6% 52 80.77%
PAA
5770
Peregrine Asset Advisers
Oregon
$130M +$28.1M +28% 11.7% 163% 81 28.4%
YAVAPFMC
5771
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$130M +$28.6M +28% 8.43% 201% 64 32.81%
MCM
5772
Mork Capital Management
California
$130M +$7.26M +6% 5.92% 45.7% 117 2.56%
AWM
5773
Avaii Wealth Management
Wisconsin
$130M +$15.5M +13% 5.94% 68.3% 151 24.5%
TBC
5774
Ted Buchan & Co
California
$130M +$10.4M +9% 4.86% 61% 90 17.78%
SWM
5775
Salvus Wealth Management
New Jersey
$130M +$6.44M +5% 6.72% 104% 106 5.66%