We are live on ! Find out more

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
HFAS
6551
Hummer Financial Advisory Services
Illinois
$109M +$11.3M +11% 11.8% 60.6% 99 5.05%
WMRU
6552
William Marsh Rice University
Texas
$109M -$17.2M -14% 5.71% 4.44% 5 20%
PMSA
6553
Patrick M. Sweeney & Associates
Illinois
$109M 11.6% 127
SVI
6554
Strategic Vision Investment
Hong Kong
$109M +$5.81M +6% 20.5% 95.6% 16 68.75%
APW
6555
Axim Planning & Wealth
Ohio
$109M -$3.88M -3% 1.06% 13.2% 33 30.3%
TCM
6556
Tao Capital Management
California
$109M -$19.8M -15% 48.8% 356% 13 23.08%
LIA
6557
LifePlan Investment Advisors
North Carolina
$109M +$15.2M +16% 8.92% 41.5% 70 14.29%
ECM
6558
Empirical Capital Management
Tennessee
$109M 15.6% 14
QUSVM
6559
Qiming U.S. Ventures Management
Washington
$109M +$33.9M +45% 77.6% 1,484% 8 12.5%
KDIA
6560
KPCB DGF II Associates
California
$109M -$18.9M -15% 8.64% 2.08% 2 0%
EWA
6561
Elevate Wealth Advisory
Georgia
$109M 7.82% 110
TC
6562
Tsai Capital
New York
$109M +$4.38M +4% 8.57% 43.2% 24 8.33%
PIS
6563
POM Investment Strategies
North Carolina
$109M 12% 231
NF
6564
NavPoint Financial
Minnesota
$109M 9.01% 43
AS
6565
American Securities
New York
$109M -$30.7M -22% 26.3% 1 0%
ACL
6566
Applied Capital LLC
Florida
$109M +$8.26M +8% 13.7% 71% 79 5.06%
RC
6567
Rareview Capital
Nevada
$109M 8.97% 38
1CP
6568
17 Capital Partners
Arizona
$109M 15.5% 93
DWA
6569
Dougherty Wealth Advisers
Minnesota
$109M +$22.5M +26% 11.9% 67.5% 130 4.62%
DM
6570
Delphi Management
Massachusetts
$109M +$11.2M +11% 11.8% 78% 90 21.11%
LAM
6571
Lewis Asset Management
California
$109M 12.9% 109
WWWM
6572
White Wing Wealth Management
Texas
$109M 8.34% 24
BWG
6573
Berry Wealth Group
Texas
$109M 10.1% 56
DWS
6574
Dynamic Wealth Strategies
California
$109M 7.94% 245
TIM
6575
Tevis Investment Management
Texas
$109M +$10M +10% 7.06% 54.1% 96 22.92%