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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 Avg Holding
Period (Yrs)
Azarias Capital Management
6326
Azarias Capital Management
Pennsylvania
$112M – – 8.81% 58.2% 21 – 0
Custos Family Office
6327
Custos Family Office
Texas
$112M – – 7.57% 57.4% 33 – 0
NanoDimension
6328
NanoDimension
California
$112M – – 25.4% – 4 – 0
GBA
6329
Garrison Bradford & Associates
New York
$111M +$13.2M +13% 18.1% 62.2% 56 12.5% 4.2
Synergy Financial Group
6330
Synergy Financial Group
California
$111M – – 5.19% 133% 105 – 0
SM
6331
Saya Management
New York
$111M -$7.42M -6% 8.81% 34.8% 17 47.06% 0.9
Investments & Financial Planning LLC
6332
Investments & Financial Planning LLC
Kentucky
$111M – – 6.66% 63.6% 32 – 0
ClientFirst Wealth Management
6333
ClientFirst Wealth Management
Arkansas
$111M – – 31.3% – 30 – 0
KilterHowling LLC
6334
KilterHowling LLC
Colorado
$111M – – 5.42% 51.3% 57 – 0
IFS
6335
Intelligent Financial Strategies
Minnesota
$111M – – 9.23% 63.5% 113 – 0
SCM
6336
SCW Capital Management
Texas
$111M -$12.3M -10% 10.2% 179% 12 58.33% 1
Virginia Wealth Management Group
6337
Virginia Wealth Management Group
Virginia
$111M – – 9.39% 49.4% 60 – 0
Gavea Investimentos
6338
Gavea Investimentos
Brazil
$111M -$35.8M -24% 32.2% 60.3% 7 28.57% 0.8
HCIL
6339
H Capital II LP
Cayman Islands
$111M – – 36.5% – 2 – 0
Watershed Asset Management
6340
Watershed Asset Management
California
$111M – – 4.17% – 122 – 0
Wilson & Boucher Capital Management
6341
Wilson & Boucher Capital Management
California
$111M – – 10.4% 69.8% 104 – 0
BG Investment Services
6342
BG Investment Services
Guam
$111M – – 4.11% – 8 – 0
Adamsbrown Wealth Consultants
6343
Adamsbrown Wealth Consultants
Kansas
$111M – – 5.43% 60.6% 80 – 0
Mudita Advisors
6344
Mudita Advisors
United Kingdom
$111M – – 6.79% 143% 21 – 0
Tibra Equities Europe
6345
Tibra Equities Europe
United Kingdom
$111M +$45.7M +70% 11.7% 143% 50 98% 0.1
MAM
6346
Miria Asset Management
Malta
$111M -$57.5M -34% 9.04% 265% 32 71.88% 0.5
Strategic Value Bank Partners
6347
Strategic Value Bank Partners
Ohio
$110M – – 8.74% 98.1% 17 – 0
Hofer & Associates
6348
Hofer & Associates
California
$110M – – 7.92% 61.7% 50 – 0
Andrews Lucia Wealth Management
6349
Andrews Lucia Wealth Management
California
$110M – – 6.48% 64% 19 – 0
Weaver C. Barksdale & Associates
6350
Weaver C. Barksdale & Associates
Tennessee
$110M – – 9.9% 52.2% 59 – 4.3