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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
BFA
6026
Bright Financial Advisors
Michigan
$163M +$3.75M +2% 0.8% 62 17.74%
IVGAI
6027
Index Venture Growth Associates IV
Jersey
$163M -$13.3M -8% 7.54% 1 0%
CAAM
6028
Cape Ann Asset Management
United Kingdom
$163M +$4.11M +3% 11.8% 210% 8 12.5%
FS
6029
Financial Symmetry
North Carolina
$163M +$15.3M +10% 0.56% 52 19.23%
I
6030
Immersion
Florida
$163M +$6.99M +4% 1.98% 8 37.5%
GC
6031
Glenorchy Capital
Australia
$163M -$8.05M -5% 0.09% 66 4.55%
MFA
6032
Millington Financial Advisors
Illinois
$163M -$9.59M -6% 3.32% 61% 97 24.74%
PFA
6033
Plotkin Financial Advisors
Maryland
$163M -$5.83M -3% 4.44% 71.1% 98 13.27%
FFG
6034
Foundry Financial Group
New Hampshire
$162M +$910K +0.6% 0.79% 62 9.68%
FP
6035
Factorial Partners
New York
$162M -$11.9M -7% 4.82% 78.3% 70 7.14%
IGM
6036
Incline Global Management
New York
$162M +$30.3M +23% 11.4% 13.6% 31 38.71%
LHA
6037
Little Harbor Advisors
Massachusetts
$162M -$7.2M -4% 4.05% 48.4% 7 0%
JIM
6038
JCP Investment Management
Texas
$162M -$7.56M -4% 0.27% 64.9% 20 30%
AF
6039
AGP Franklin
Tennessee
$162M -$2.28M -1% 0.72% 91 25.27%
FCM
6040
Family Capital Management
Michigan
$162M -$3.55M -2% 4.25% 57.3% 76 13.16%
V
6041
ViaWealth
Kansas
$162M -$3.64M -2% 1.82% 64.4% 153 7.84%
W
6042
WealthCollab
Washington
$162M +$5.31M +3% 1.66% 976 16.7%
4FG
6043
4Thought Financial Group
New York
$162M +$710K +0.4% 1.16% 37.6% 90 1.11%
VWMG
6044
Virginia Wealth Management Group
Virginia
$162M +$380K +0.2% 3.64% 42.1% 57 15.79%
CP
6045
Camelot Portfolios
Ohio
$162M +$69.2M +75% 1.4% 41.3% 211 36.97%
OW
6046
Olistico Wealth
Oklahoma
$162M -$10.2M -6% 5.14% 95.8% 355 14.93%
HP
6047
Highlander Partners
Texas
$162M -$14.4M -8% 6.26% 241% 45 13.33%
SWIA
6048
Solano Wealth Investment Advisors
California
$162M -$4.71M -3% 3.36% 35 8.57%
TF
6049
Tenon Financial
New Jersey
$162M +$7.14M +5% 2.08% 49 12.24%
IWM
6050
Inlight Wealth Management
Georgia
$162M +$9.52M +6% 6.02% 291 83.51%