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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
FD
6151
Financial Designs
California
$155M +$9.46M +7% 4.85% 42.1% 20 5%
HSWS
6152
Higgins & Schmidt Wealth Strategies
Colorado
$155M +$16.2M +12% 6.32% 53 15.09%
TL
6153
TowerView LLC
New York
$155M +$2.28M +1% 0.67% 17.9% 30 30%
GA
6154
Gagnon Advisors
New York
$155M +$23.5M +18% 15.8% 129% 29 13.79%
HWM
6155
HRC Wealth Management
Idaho
$155M +$8.76M +6% 5.65% 44 4.55%
AIMA
6156
Ables Iannone Moore & Associates
Georgia
$155M +$3.57M +2% 4.67% 58 6.9%
NMG
6157
New Millennium Group
Utah
$155M +$1.62M +1% 6.53% 176% 427 7.26%
HCCM
6158
Hudson Canyon Capital Management
New York
$155M +$6.9M +5% 4.85% 160% 58 13.79%
FNBOH
6159
First National Bank of Hutchinson
Kansas
$155M -$1.95M -1% 5.46% 121% 100 15%
EFA
6160
Efficient Frontier Advisors
Connecticut
$155M +$12.7M +9% 5.08% 18 11.11%
CL
6161
CRCM LP
California
$154M +$16.2M +12% 3.88% 7 57.14%
BCM
6162
BluePointe Capital Management
California
$154M +$5.27M +4% 5.14% 89 4.49%
BDAM
6163
Blue Door Asset Management
Connecticut
$154M -$18.7M -11% 6.81% 127% 24 58.33%
LCG
6164
Lynx Capital Group
Ohio
$154M +$9.7M +7% 8.16% 83 13.25%
VWA
6165
Valued Wealth Advisors
Utah
$154M +$8.6M +6% 6.3% 661 10.44%
FA
6166
Fortis Advisors
Pennsylvania
$154M +$12.3M +9% 4.74% 72.8% 111 14.41%
WU
6167
Washington University
Missouri
$154M -$65.5M -30% 2.67% 44% 4 25%
RVM
6168
Robinson Value Management
Texas
$154M +$10.5M +7% 7.87% 70.8% 76 10.53%
GF
6169
Gimbal Financial
Indiana
$154M +$18.1M +13% 6.96% 54 29.63%
DWM
6170
Defined Wealth Management
Oregon
$154M +$10.2M +7% 6.26% 70.3% 111 5.41%
AWM
6171
Avondale Wealth Management
Texas
$154M +$7.53M +5% 5.73% 78.6% 125 13.6%
CWM
6172
Comprehensive Wealth Management
Washington
$154M +$17M +12% 6.04% 36.9% 33 9.09%
PM
6173
Penbrook Management
New York
$154M -$10M -6% 1.73% 106% 109 10.09%
KWM
6174
Kolinsky Wealth Management
New Jersey
$154M +$14.2M +10% 6.4% 44.6% 185 20.54%
EA
6175
Echo45 Advisors
California
$154M +$11.4M +8% 4.67% 49.9% 50 12%