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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
AWM
6026
Avondale Wealth Management
Texas
$146M +$3.68M +3% 1.26% 78.6% 133 18.05%
RA
6027
RiverTree Advisors
Florida
$146M -$2.62M -2% 0.33% 25.4% 31 9.68%
FL
6028
FreeGulliver LLC
Louisiana
$146M +$33.7M +30% 1.21% 87 22.99%
IVMX
6029
Institutional Venture Management XV
California
$146M -$47.9M -25% 0.41% 36.3% 6 33.33%
CB
6030
Chris Bulman
California
$146M 3.31% 393
HWM
6031
HRC Wealth Management
Idaho
$146M +$9.2M +7% 4.05% 44 9.09%
BAM
6032
Boyar Asset Management
New York
$146M -$7.56M -5% 3.1% 58.4% 82 6.1%
VF
6033
Vawter Financial
Ohio
$146M +$7.92M +6% 0.5% 48% 91 5.49%
SWM
6034
Salvus Wealth Management
New Jersey
$146M -$718K -0.5% 2.58% 104% 112 7.14%
NED
6035
Nancy E. Dempze
$146M +$14.4M +11% 3.63% 59.1% 81 23.46%
OWSCM
6036
One William Street Capital Management
New York
$146M +$79.4M +120% 0% 47.2% 6 100%
VWA
6037
Valued Wealth Advisors
Utah
$146M +$4.51M +3% 0.07% 633 7.9%
CNFG
6038
Creegan & Nassoura Financial Group
New Hampshire
$146M -$3.93M -3% 1.73% 52.6% 80 6.25%
FD
6039
Financial Designs
California
$145M -$6.23M -4% 0.13% 42.1% 21 23.81%
OWG
6040
Oxford Wealth Group
Florida
$145M +$35.6M +32% 3.03% 74 27.03%
MIM
6041
Merrion Investment Management
New Jersey
$145M +$5.54M +4% 6.16% 166% 102 7.84%
ALAM
6042
Asahi Life Asset Management
Japan
$145M -$21.4M -13% 4.28% 98.6% 225 62.22%
RB
6043
Renasant Bank
Mississippi
$145M +$4.76M +3% 1.95% 53.8% 207 31.88%
ISSM
6044
Invesco Senior Secured Management
New York
$145M -$24.6M -14% 8.3% 18.1% 8 0%
EP
6045
Elkhorn Partners
Nebraska
$145M +$6.6M +5% 3.74% 31.5% 54 22.22%
FFG
6046
Foundry Financial Group
New Hampshire
$145M +$5.04M +4% 0.51% 60 16.67%
DTC
6047
Davidson Trust Company
Washington
$145M -$26.5M -15% 2.44% 54.5% 151 11.92%
WFP
6048
Wrenne Financial Planning
Kentucky
$145M +$9.77M +7% 0.71% 41 29.27%
SCM
6049
Sebold Capital Management
Illinois
$145M -$3.37M -2% 0.26% 75 10.67%
PAWA
6050
Palo Alto Wealth Advisors
California
$145M +$2.84M +2% 4.68% 108% 42 0%