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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
V
5926
ViaWealth
Kansas
$145M +$9.28M +7% 10.8% 77.2% 160 8.75%
SIM
5927
Sandia Investment Management
Massachusetts
$145M -$223M -60% 1.63% 20.5% 235 37.87%
HBT
5928
Heartland Bank & Trust
Illinois
$145M +$18.6M +15% 9.6% 105% 136 14.71%
MMC
5929
Mizuho Markets Cayman
Cayman Islands
$145M -$103M -41% 26.9% 219% 77 44.16%
MWA
5930
MN Wealth Advisors
Kansas
$145M 9.53% 94
NIP
5931
Norwood Investment Partners
California
$145M +$25.5M +21% 19.3% 25.2% 12 8.33%
KWM
5932
Keating Wealth Management
Colorado
$145M 10.4% 42
WPEP
5933
Walnut Private Equity Partners
Nebraska
$145M +$14.6M +11% 9.26% 60.6% 17 5.88%
KAM
5934
Kinney Asset Management
Illinois
$145M +$10.1M +8% 20.6% 10.1% 5 20%
AFO
5935
Allie Family Office
Florida
$145M +$20.9M +17% 10.1% 59% 77 19.48%
LFWA
5936
LBJ Family Wealth Advisors
Texas
$145M +$11.3M +8% 11.5% 59% 23 4.35%
IWS
5937
Integrity Wealth Solutions
Colorado
$144M 11.1% 99
EP
5938
Elkhorn Partners
Nebraska
$144M -$8.38M -5% 4.18% 32.2% 54 16.67%
STT
5939
Singapore Technologies Telemedia
Singapore
$144M -$29M -17% 16.7% 173% 1 0%
AL
5940
ADE LLC
Maryland
$144M +$11.8M +9% 8.27% 52.2% 83 8.43%
IRM
5941
Income Research & Management
Massachusetts
$144M +$16.5M +13% 0% 0.7% 12 16.67%
EPCA
5942
Elizabeth Park Capital Advisors
Ohio
$144M +$22.6M +19% 25.6% 119% 51 17.65%
AA
5943
AlphaQ Advisors
Florida
$144M +$28.8M +25% 8.55% 201 40.3%
LODC
5944
Lanham O'Dell & Company
West Virginia
$144M +$22.6M +19% 6.19% 81% 31 45.16%
PFG
5945
Prosperity Financial Group
California
$144M +$23M +19% 10.7% 108% 139 21.58%
GAM
5946
GEM Asset Management
Michigan
$144M +$17.8M +14% 10.8% 54.7% 84 11.9%
MA
5947
Mudita Advisors
United Kingdom
$144M +$7.05M +5% 8.88% 143% 17 5.88%
SFCL
5948
Strengthening Families & Communities LLC
Massachusetts
$144M -$87.2M -38% 11.3% 106% 446 54.04%
WA
5949
WESPAC Advisors
California
$144M +$10.3M +8% 8.76% 112% 172 28.49%
LA
5950
Lakeside Advisors
Washington
$144M +$13.8M +11% 13% 63.2% 63 3.17%