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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
IW
6576
Instrumental Wealth
Florida
$198M +$34.8M +21% 16.1% 34.2% 94 27.66%
PFS
6577
Prospect Financial Services
New York
$197M +$33.6M +21% 17.3% 119 15.97%
PNC
6578
Point Nemo Capital
Texas
$197M +$45.6M +30% 17.6% 210 67.62%
LC
6579
LRZ Capital
Florida
$197M -$2.42M -1% 8.37% 18 11.11%
JHA
6580
Jackson Hill Advisors
Texas
$197M +$3.95M +2% 3.04% 61.2% 14 14.29%
AIA
6581
Affinity Investment Advisors
California
$197M +$37.3M +23% 40.4% 189% 162 29.01%
OAS
6582
Optivise Advisory Services
Tennessee
$197M +$31.8M +19% 15.5% 243 30.86%
UFPG
6583
United Financial Planning Group
New York
$197M +$27.8M +16% 12.2% 546 30.22%
HVCM
6584
HG Vora Capital Management
New York
$197M +$6.02M +3% 27.8% 42.6% 7 28.57%
BAM
6585
Bullseye Asset Management
Colorado
$197M +$24M +14% 24% 81% 61 11.48%
TM
6586
Torren Management
California
$197M -$4.15M -2% 13.7% 987 4.36%
RM
6587
Radcliff Management
New York
$197M -$23.2M -11% 10.6% 47.6% 1 0%
RCM
6588
Rings Capital Management
Illinois
$197M +$10.4M +6% 6.97% 40.9% 7 0%
RF
6589
Rubicon Founders
Tennessee
$196M +$58.8M +43% 114% 3 0%
GWM
6590
Global Wealth Management
New Jersey
$196M +$12.9M +7% 8.59% 49 14.29%
VCM
6591
Viewpoint Capital Management
Washington
$196M -$17.7M -8% 18.2% 120% 140 17.86%
BGWM
6592
Bridge Generations Wealth Management
Florida
$196M +$21.8M +12% 7.31% 35 11.43%
CRCM
6593
Crystal Rock Capital Management
Illinois
$196M +$27.7M +16% 26.3% 172% 34 5.88%
LFWA
6594
LBJ Family Wealth Advisors
Texas
$196M +$25.5M +15% 13.6% 59% 28 0%
CF
6595
Carlson Financial
Oregon
$196M +$26.4M +16% 19.1% 205 16.59%
LC
6596
Lunate Capital
United Arab Emirates
$196M +$75.6M +63% 13.8% 12 66.67%
EWM
6597
Echo Wealth Management
Minnesota
$196M +$22.3M +13% 7.36% 41% 49 8.16%
MG
6598
McHugh Group
Ohio
$196M +$26.7M +16% 21.8% 88 9.09%
QFP
6599
Quantum Financial Partners
Kansas
$196M 13.4% 153
OCM
6600
Octahedron Capital Management
California
$195M +$57.8M +42% 61.1% 234% 22 50%