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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
ICVCFVA
6501
IDG China Venture Capital Fund V Associates
Hong Kong
$130M +$21M +19% 19.3% 24.1% 1 0%
SWA
6502
Safir Wealth Advisors
New Hampshire
$130M -$409K -0.3% 0.62% 46.4% 18 16.67%
KAM
6503
Kraft Asset Management
Tennessee
$129M +$1.74M +1% 1.44% 41% 54 14.81%
FHC
6504
Forest Hill Capital
Arkansas
$129M -$2.38M -2% 0.75% 138% 43 13.95%
PWS
6505
Precision Wealth Strategies
Missouri
$129M +$21.2M +20% 8.3% 54.2% 135 40.74%
WFS
6506
Widmann Financial Services
Maryland
$129M -$2.86M -2% 0.49% 62.4% 105 9.52%
ACL
6507
Applied Capital LLC
Florida
$129M +$707K +0.6% 0.27% 71% 88 4.55%
DWA
6508
Dougherty Wealth Advisers
Minnesota
$129M +$3.14M +2% 0.74% 67.5% 113 7.08%
MHFA
6509
Mission Hills Financial Advisory
California
$129M +$11.3M +10% 2.02% 35 11.43%
FWMM
6510
Foundation Wealth Management (Missouri)
Missouri
$129M -$3M -2% 1.15% 50.7% 47 12.77%
IAIM
6511
Industrial Alliance Investment Management
Quebec, Canada
$129M -$67.6M -34% 1.98% 61.5% 15 60%
TFP
6512
Traction Financial Partners
Wyoming
$129M +$1.21M +0.9% 0.5% 60 10%
FI
6513
FWG Investments
Kentucky
$129M +$13M +11% 0.91% 140 23.57%
MVA
6514
Mount Vernon Associates
Maryland
$128M +$2.27M +2% 6.07% 119% 53 5.66%
CNTOF
6515
Canandaigua National Trust of Florida
New York
$128M +$11.8M +10% 1.48% 116 19.83%
LI
6516
Latash Investments
Alaska
$128M +$19.5M +18% 22.5% 126% 17 5.88%
BIG
6517
Bush Investment Group
Georgia
$128M +$3.06M +2% 0.21% 33 6.06%
TA
6518
TPG Advisors
Illinois
$128M +$101K +0.1% 1.42% 91 5.49%
LCM
6519
LRT Capital Management
Texas
$128M +$20.4M +19% 2.26% 43.4% 105 40.95%
PCMU
6520
Paragon Capital Management (Utah)
Utah
$128M -$7.71M -6% 3.1% 69.4% 86 45.35%
AFR
6521
Applied Fundamental Research
Massachusetts
$128M -$23.6M -16% 12.4% 38% 13 15.38%
VIA
6522
Virtus Investment Advisers
Connecticut
$128M +$468K +0.4% 6.27% 131% 414 31.88%
RWM
6523
Rolek Wealth Management
Pennsylvania
$128M 3.95% 11
BA
6524
Brightwater Advisory
Florida
$128M -$8.32M -6% 2.12% 60 3.33%
BWA
6525
Blodgett Wealth Advisors
California
$128M +$8.6M +7% 6.4% 112% 61 6.56%