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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
FWM
6651
FMA Wealth Management
Massachusetts
$110M 7.59% 38
CFAM
6652
Center For Asset Management
Florida
$110M +$9.5M +9% 8.64% 60.7% 110 22.73%
OC
6653
Oppenheimer & Close
New York
$110M +$9.46M +9% 8.58% 149% 57 8.77%
SRCM
6654
Signature Resources Capital Management
California
$110M 9.7% 405
MCM
6655
Magnolia Capital Management
New York
$110M +$6.73M +7% 11.2% 77.6% 130 50%
LOIP
6656
Live Oak Investment Partners
Texas
$110M -$6.46M -6% 8.49% 289 0%
NAMNJ
6657
NorthStar Asset Management (New Jersey)
New Jersey
$110M 10.8% 75
4WM
6658
4J Wealth Management
Virginia
$109M +$9M +9% 7.85% 68.2% 91 15.38%
FWM
6659
FMB Wealth Management
California
$109M +$16.3M +17% 10.7% 71.1% 63 17.46%
F4L
6660
Fortune 45 LLC
Louisiana
$109M +$9.48M +9% 10.5% 78.9% 28 17.86%
HFAS
6661
Hummer Financial Advisory Services
Illinois
$109M +$11.3M +11% 11.8% 60.6% 99 5.05%
WMRU
6662
William Marsh Rice University
Texas
$109M -$17.2M -14% 5.71% 4.44% 5 20%
PMSA
6663
Patrick M. Sweeney & Associates
Illinois
$109M 11.6% 127
SVI
6664
Strategic Vision Investment
Hong Kong
$109M +$5.81M +6% 20.5% 95.6% 16 68.75%
APW
6665
Axim Planning & Wealth
Ohio
$109M -$3.88M -3% 1.06% 3.66% 33 30.3%
TCM
6666
Tao Capital Management
California
$109M -$19.8M -15% 48.8% 314% 13 23.08%
LIA
6667
LifePlan Investment Advisors
North Carolina
$109M +$15.2M +16% 8.92% 60.9% 70 14.29%
ECM
6668
Empirical Capital Management
Tennessee
$109M 15.6% 14
QUSVM
6669
Qiming U.S. Ventures Management
Washington
$109M +$33.9M +45% 77.6% 1,484% 8 12.5%
KDIA
6670
KPCB DGF II Associates
California
$109M -$18.9M -15% 8.64% 2.08% 2 0%
EWA
6671
Elevate Wealth Advisory
Georgia
$109M 7.82% 110
TC
6672
Tsai Capital
New York
$109M +$4.38M +4% 8.57% 29.2% 24 8.33%
PIS
6673
POM Investment Strategies
North Carolina
$109M 12% 231
NF
6674
NavPoint Financial
Minnesota
$109M 9.01% 43
AS
6675
American Securities
New York
$109M -$30.7M -22% 26.3% 1 0%