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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
FU
6701
Fairfield University
Connecticut
$102M -$10.5M -9% 11.8% 48% 4 25%
AWM
6702
Allen Wealth Management
North Carolina
$102M 3.59% 52
DAM
6703
Doheny Asset Management
California
$102M -$1.05M -1% 11% 121% 72 12.5%
HC
6704
Hoese & Co
Minnesota
$102M +$4.44M +5% 9.04% 46.3% 162 9.88%
ULWM
6705
Upper Left Wealth Management
Florida
$102M +$5.93M +6% 7.72% 43.1% 64 10.94%
IIL
6706
Insight Inv LLC
California
$102M +$11.8M +13% 10.8% 136% 89 5.62%
FIC
6707
FCG Investment Company
Tennessee
$102M 12.3% 90
MVA
6708
Mount Vernon Associates
Maryland
$102M +$11.5M +13% 14.8% 119% 52 3.85%
RSWA
6709
Robinson Smith Wealth Advisors
Maine
$102M 9.11% 82
LPP
6710
Life Planning Partners
Florida
$102M 8.75% 263
CC
6711
Capstone Capital
Nevada
$102M 11% 19
FS
6712
Financial Symmetry
North Carolina
$102M 9.93% 32
FWM
6713
FMFE Wealth Management
New York
$102M 11.4% 22
MGIU
6714
M&G Investments (USA)
Illinois
$101M 14.8% 43
SL
6715
Stevard LLC
Illinois
$101M +$2.57M +3% 2.31% 55 23.64%
DPCM
6716
Doma Perpetual Capital Management
Florida
$101M 14.4% 8
GA
6717
Gordian Advisors
Arizona
$101M 9.47% 24
S2L
6718
Sparta 24 Ltd
Israel
$101M +$15.7M +18% 10.6% 93.1% 10 20%
MWM
6719
Mosley Wealth Management
California
$101M 8.78% 92
AFP
6720
Alpha Financial Partners
Kentucky
$101M +$15.2M +18% 9.6% 51.3% 96 30.21%
KWM
6721
Koa Wealth Management
California
$101M 10.1% 49
RAM
6722
RedJay Asset Management
Ontario, Canada
$101M 14.5% 24
EAM
6723
Exome Asset Management
New York
$101M 43.4% 52
UAML
6724
US Asset Management LLC
Pennsylvania
$101M 12.3% 124
IPWA
6725
International Private Wealth Advisors
California
$101M 9.38% 106