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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
IF
5776
IRON Financial
Illinois
$178M +$387K +0.2% 1.03% 51.4% 135 39.26%
UOMF
5777
University of Massachusetts Foundation
Massachusetts
$178M -$7.6M -4% 1.24% 53.6% 4 0%
RF
5778
RHS Financial
California
$178M -$15M -8% 1.45% 47.5% 148 23.65%
OAS
5779
Optivise Advisory Services
Tennessee
$178M -$7.36M -4% 1.79% 211 24.17%
JWWM
5780
Johnson & White Wealth Management
Pennsylvania
$178M +$12.9M +8% 0.93% 76.5% 102 7.84%
B
5781
Birchbrook
Maine
$178M +$2.06M +1% 0.9% 305 17.05%
AWA
5782
Aletheian Wealth Advisors
Washington
$178M +$8.76M +5% 0.69% 97 22.68%
TCG
5783
Transcendent Capital Group
Oklahoma
$178M -$15.5M -8% 3.03% 448 81.7%
NC
5784
Napatree Capital
Rhode Island
$178M +$7.5M +4% 0.78% 202 13.86%
SCM
5785
Solas Capital Management
Connecticut
$178M +$27.2M +18% 4.06% 41.5% 22 18.18%
WQ
5786
Wealth Quarterback
New Jersey
$178M -$35.3M -17% 1.04% 96.7% 135 20%
KCM
5787
Kempner Capital Management
Texas
$178M -$4.5M -2% 0.18% 60.9% 52 11.54%
NWM
5788
Napa Wealth Management
California
$178M -$53.6M -23% 0.74% 222 51.8%
YWM
5789
Yoder Wealth Management
California
$178M -$3.36M -2% 3.25% 58.9% 112 5.36%
RCAP
5790
Resolute Capital Asset Partners
Colorado
$178M -$8.23M -4% 4.46% 637% 56 69.64%
MC
5791
MSD Capital
New York
$178M -$5.56M -3% 2.76% 19.8% 3 0%
SIAM
5792
Sterling Investment Advisors (Missouri)
Missouri
$178M +$6.5M +4% 1.98% 37.8% 38 10.53%
II
5793
Ironclad Investments
Florida
$178M +$6.65M +4% 4.58% 3 0%
BAM
5794
BOCHK Asset Management
Hong Kong
$178M -$149M -46% 2.38% 77 53.25%
BMA
5795
Brooks Moore & Associates
Tennessee
$177M +$8.18M +5% 1.83% 57.2% 105 11.43%
BCM
5796
Brookmont Capital Management
Texas
$177M -$9.86M -5% 0.9% 36.6% 54 1.85%
CSIA
5797
Carl Stuart Investment Advisor
Texas
$177M -$10.2M -5% 1.23% 78.6% 20 25%
SPFA
5798
Summit Place Financial Advisors
New Jersey
$177M +$1.32M +0.8% 0.25% 95.2% 94 6.38%
HWA
5799
Hilltop Wealth Advisors
North Carolina
$177M -$20.7M -10% 3.92% 43.9% 56 17.86%
BCM
5800
Banyan Capital Management
Georgia
$177M +$10.3M +6% 3.13% 52.7% 16 0%