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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
TIA
6026
Trust Investment Advisors
Indiana
$157M -$261K -0.2% 3.14% 167% 138 36.23%
CB
6027
Chris Bulman
California
$157M +$9.78M +7% 1.5% 127 14.17%
W
6028
WealthCollab
Washington
$157M +$3.88M +3% 0.49% 957 16.41%
GWM
6029
Global Wealth Management
New Jersey
$157M +$8.81M +6% 0.44% 31 19.35%
SOWBOCOPL
6030
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
$157M -$6.94M -4% 3.3% 4.83% 6 0%
KCM
6031
Kerusso Capital Management
North Carolina
$157M -$806K -0.5% 0.14% 60 11.67%
YC
6032
Yunqi Capital
Hong Kong
$157M -$19M -11% 7.74% 10.8% 6 16.67%
LIS
6033
Legacy Investment Solutions
Idaho
$156M -$15M -9% 9.07% 824 22.94%
LWMI
6034
Legacy Wealth Management (Idaho)
Idaho
$156M -$15M -9% 9.07% 824 22.94%
AWS
6035
Aspen Wealth Strategies
Colorado
$156M +$1.14M +0.7% 0.71% 57% 88 17.05%
DAM
6036
Diamant Asset Management
Connecticut
$156M -$3.24M -2% 0.38% 63.6% 75 1.33%
KHCM
6037
Kirtland Hills Capital Management
Ohio
$156M -$25.1M -14% 3.94% 142 14.79%
GA
6038
Gagnon Advisors
New York
$156M +$1.35M +0.9% 22.2% 78.2% 28 10.71%
FAG
6039
Financial Architects (Georgia)
Georgia
$156M +$925K +0.6% 1.9% 22 4.55%
CCM
6040
Cambridge Capital Management
Illinois
$156M +$4.1M +3% 1.3% 37 5.41%
AWM
6041
Avondale Wealth Management
Texas
$156M +$2.17M +1% 2.57% 78.6% 118 9.32%
GWAM
6042
Guardian Wealth Advisors (Minnesota)
Minnesota
$156M -$5.92M -4% 1.32% 45.6% 82 9.76%
RB
6043
Richmond Brothers
Michigan
$156M -$6.2M -4% 1.45% 103% 36 19.44%
GAA
6044
Guardian Asset Advisors
Pennsylvania
$156M +$8.7M +6% 4.78% 103 10.68%
CIA
6045
Cascade Investment Advisors
Oregon
$156M -$1.22M -0.8% 0.01% 71.4% 119 11.76%
TLCM
6046
Twin Lakes Capital Management
California
$156M +$656K +0.4% 2.01% 83.8% 240 0.83%
ACM
6047
AUA Capital Management
Pennsylvania
$156M -$16.9M -10% 1.01% 53.5% 84 10.71%
CCM
6048
Cox Capital Management
Massachusetts
$156M -$11.4M -7% 0.82% 95.3% 72 15.28%
CAM
6049
Crown Advisors Management
California
$156M +$310K +0.2% 5.05% 216% 44 22.73%
UWM
6050
Udine Wealth Management
Florida
$156M +$14M +10% 10.5% 127% 34 26.47%