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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
ACP
5976
Acuta Capital Partners
California
$154M -$23.7M -13% 51% 7,269% 45 40%
GWAM
5977
Guardian Wealth Advisors (Minnesota)
Minnesota
$154M +$10.5M +7% 7.03% 57.3% 81 9.88%
CIA
5978
Cascade Investment Advisors
Oregon
$154M +$13M +9% 8.55% 71.4% 118 10.17%
BAM
5979
Boyar Asset Management
New York
$153M +$20.1M +15% 10.9% 75.5% 83 6.02%
YWM
5980
Yoder Wealth Management
California
$153M +$11.5M +8% 5.86% 58.9% 111 15.32%
OIM
5981
Opus Investment Management
Massachusetts
$153M -$21.1M -12% 6.55% 52.8% 40 5%
ONSWM
5982
Old North State Wealth Management
North Carolina
$153M +$17.8M +13% 9.59% 76.7% 94 18.09%
WAM
5983
Werlinich Asset Management
Connecticut
$153M +$21.1M +16% 19.7% 215% 61 9.84%
ICM
5984
Indaba Capital Management
California
$153M -$21M -12% 0.47% 66.7% 9 22.22%
IWS
5985
Integrity Wealth Solutions
Colorado
$153M +$8.63M +6% 6.78% 107 16.82%
SVBP
5986
Strategic Value Bank Partners
Ohio
$153M -$51.8M -25% 4.28% 98.1% 25 16%
DSN
5987
D. Scott Neal
Kentucky
$153M +$40.7M +36% 11.2% 105% 64 12.5%
TCFP
5988
Treasure Coast Financial Planning
Florida
$153M +$9.55M +7% 3.89% 32.6% 34 11.76%
PCP
5989
Pacific Capital Partners
$153M +$20.2M +15% 11.9% 49.8% 60 10%
DC
5990
Darrow Company
Massachusetts
$153M +$22.6M +17% 5.26% 41.1% 48 27.08%
AAMC
5991
Asset Allocation & Management Company
Illinois
$153M +$3.33M +2% 7.63% 53.8% 52 11.54%
EFMH
5992
E Fund Management (HK)
Hong Kong
$153M -$34.1M -18% 6.86% 163% 94 53.19%
HWM
5993
Horizons Wealth Management
North Carolina
$153M $0 0% 2.83% 23% 182 0%
HHWM
5994
Hiley Hunt Wealth Management
Nebraska
$153M +$17.4M +13% 5.66% 37 5.41%
MPIM
5995
McGinn Penninger Investment Management
Virginia
$153M +$14.9M +11% 8.54% 51.9% 25 0%
BB
5996
Burford Brothers
Texas
$152M +$10.9M +8% 8.89% 157 9.55%
SWP
5997
Significant Wealth Partners
Illinois
$152M +$15M +11% 4.3% 207 57%
LFA
5998
Lauterbach Financial Advisors
Texas
$152M +$8.83M +6% 8.51% 71.2% 69 7.25%
OR
5999
Olympiad Research
Connecticut
$152M +$25.2M +20% 4.99% 189% 502 69.12%
OPPS
6000
Obsidian Personal Planning Solutions
Maryland
$152M +$20.9M +16% 5.41% 58.2% 105 28.57%