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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
VA
5976
Verdad Advisers
Massachusetts
$99.2M +$30.4M +44% 6.52% 34 41.18%
IIL
5977
Insight Inv LLC
California
$99.1M +$8.96M +10% 10.6% 136% 100 4%
AI
5978
Acuitas Investments
Washington
$99.1M +$2.64M +3% 27.1% 180% 49 32.65%
CFA
5979
Camarda Financial Advisors
Florida
$99.1M +$14M +16% 9.48% 132% 92 44.57%
SC
5980
Soundwatch Capital
Connecticut
$99.1M -$3.64M -4% 7.33% 59.2% 19 57.89%
WIM
5981
Waycross Investment Management
Washington
$99M 6.4% 47.6% 53
ABLA
5982
Alan B. Lancz & Associates
Ohio
$99M +$14.8M +18% 9.03% 191 18.85%
MCA
5983
Millennium Capital Advisors
Arkansas
$99M +$4.24M +4% 8.33% 101% 94 6.38%
SC
5984
Shearwater Capital
Colorado
$99M +$10.4M +12% 9.96% 64.2% 39 12.82%
ICMARC
5985
International City Management Association Retirement Corp
District of Columbia
$98.9M 6.7% 35.2% 6
KAM
5986
Kopion Asset Management
Texas
$98.9M +$7.66M +8% 10.3% 67.1% 18 0%
CCM
5987
Conway Capital Management
California
$98.9M -$13.2M -12% 2.42% 154% 52 23.08%
QHA
5988
Quarry Hill Advisors
Minnesota
$98.8M 10.9% 51.4% 40
HIA
5989
HTG Investment Advisors
Connecticut
$98.8M 11.2% 51.8% 51
BRG
5990
Bay Rivers Group
Virginia
$98.7M -$1.31M -1% 6.37% 166% 64 12.5%
MA
5991
Momentum Advisors
New York
$98.7M +$8.24M +9% 6.97% 84 15.48%
EFS
5992
Econ Financial Services
Pennsylvania
$98.7M -$22.7M -19% 9.67% 16.9% 79 37.97%
UI
5993
Unconventional Investor
New Hampshire
$98.6M +$6.65M +7% 8.66% 54.8% 33 15.15%
HWMT
5994
Heritage Wealth Management (Texas)
Texas
$98.6M 10.1% 42.8% 27
FWMM
5995
Foundation Wealth Management (Missouri)
Missouri
$98.5M 7.25% 50.7% 38
PFA
5996
Plotkin Financial Advisors
Maryland
$98.5M -$357K -0.4% 8.29% 71.1% 72 12.5%
IWM
5997
Iams Wealth Management
Nebraska
$98.3M 8.03% 51.3% 96
PWM
5998
Peterson Wealth Management
Nevada
$98.1M -$9.16M -9% 6.05% 68.5% 62 19.35%
SWA
5999
Safir Wealth Advisors
New Hampshire
$98.1M +$2.01M +2% 5.02% 46.4% 15 13.33%
MFG
6000
Mainsail Financial Group
Washington
$98.1M 6.06% 57.2% 43