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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
HWM
5776
HighMark Wealth Management
Minnesota
$174M -$8.76M -5% 3.4% 84.2% 632 15.03%
AWM
5777
AllSquare Wealth Management
New York
$174M -$2.13M -1% 0.25% 62.4% 551 3.81%
CMS
5778
Capital Market Strategies
Florida
$174M +$7.8M +5% 4.31% 120% 167 15.57%
XXIP
5779
Xiamen Xinweidachuang Investment Partnership
China
$173M -$19.3M -10% 6.47% 28.5% 1 0%
YWS
5780
Yarger Wealth Strategies
Ohio
$173M -$7.36M -4% 1.93% 55.1% 99 14.14%
CH
5781
Cromwell Holdings
Wyoming
$173M +$17.7M +11% 2.79% 635 6.61%
FAFN
5782
First Affirmative Financial Network
Colorado
$173M -$9.42M -5% 0.13% 299 15.05%
NED
5783
Nancy E. Dempze
$173M -$6.08M -3% 0.15% 59.1% 103 9.71%
AP
5784
Aspect Partners
Virginia
$173M -$5.04M -3% 2.27% 623 14.77%
BWM
5785
BlackDiamond Wealth Management
New York
$173M +$7.58M +5% 1.62% 53.8% 163 5.52%
SMTF
5786
Sphera Management Technology Funds
Israel
$173M 11.1% 62
VAF
5787
Values Added Financial
District of Columbia
$173M +$14.2M +9% 1.54% 58.3% 118 13.56%
BAM
5788
Beaumont Asset Management
Texas
$173M +$765K +0.4% 1.68% 64.3% 67 10.45%
SPI
5789
Sutton Place Investors
New York
$173M +$8.98M +5% 0.56% 55.9% 133 10.53%
AIM
5790
Athena Investment Management
California
$173M -$2.81M -2% 0.19% 59.8% 157 5.73%
MFG
5791
Mainsail Financial Group
Washington
$173M +$4.11M +2% 0.03% 57.2% 51 5.88%
DC
5792
Darrow Company
Massachusetts
$172M +$446K +0.3% 1.3% 30.6% 51 7.84%
PIM
5793
Peregrine Investment Management
Ontario, Canada
$172M 21% 24
GITFIT
5794
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$172M +$14.9M +9% 5.61% 105% 147 18.37%
PD
5795
Planning Directions
Pennsylvania
$172M +$4.41M +3% 0.49% 36.4% 82 7.32%
MFA
5796
Millington Financial Advisors
Illinois
$172M +$11.9M +7% 0.45% 61% 94 22.34%
DRP
5797
Decker Retirement Planning
Utah
$172M 14.5% 597
PCA
5798
Prospect Capital Advisors
California
$172M -$48.8M -22% 9.09% 136% 31 29.03%
WFS
5799
Walker Financial Services
Kentucky
$172M +$24.2M +16% 2.78% 18.9% 33 12.12%
JKSF
5800
John & Kathleen Schreiber Foundation
Illinois
$172M +$19.8M +13% 11.7% 36.3% 7 57.14%