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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
AIFAIM
6851
American Institute for Advanced Investment Management
Arizona
$156M +$2.85M +2% 1.79% 72.8% 154 7.14%
BM
6852
Bridger Management
New York
$156M -$30.1M -16% 8.05% 98.3% 35 51.43%
SH
6853
SLT Holdings
Arizona
$155M +$806K +0.5% 2.51% 173 38.73%
BCWM
6854
Ball & Co Wealth Management
Tennessee
$155M +$5.01M +3% 5.06% 92 21.74%
BWM
6855
BNB Wealth Management
Maryland
$155M 3.35% 88
SOWAS
6856
Silver Oak Wealth Advisors Services
California
$155M +$3.28M +2% 1.13% 37 2.7%
AF
6857
AtlasMark Financial
Texas
$155M +$5.23M +3% 2.1% 47 8.51%
IFA
6858
Interactive Financial Advisors
Illinois
$155M -$30.2M -16% 1.59% 37.7% 86 15.12%
GCA
6859
Gallagher Capital Advisors
Texas
$155M -$18.9M -11% 1.48% 80 30%
JRCM
6860
Jones Road Capital Management
New York
$155M -$14.3M -8% 0.57% 82.5% 26 38.46%
SOWBOCOPL
6861
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
$155M -$2.22M -1% 1.23% 4.83% 6 0%
WGS
6862
Washington Growth Strategies
District of Columbia
$155M +$14.4M +10% 2.41% 57 8.77%
FS
6863
Financially Speaking
Colorado
$155M +$2.32M +2% 1.79% 188 20.74%
HCWM
6864
Hidden Cove Wealth Management
Washington
$155M +$3.13M +2% 1.73% 107 20.56%
FWM
6865
FMA Wealth Management
Massachusetts
$154M +$8.57M +6% 1.37% 47 12.77%
PU
6866
Petiole USA
New York
$154M +$9.49M +7% 6.93% 74.9% 37 13.51%
JESC
6867
J.E. Simmons & Co
Texas
$154M 3.47% 68
IIL
6868
Income Insurance Ltd
$154M 4.79% 159
EWP
6869
Equity Wealth Partners
Missouri
$154M +$31M +25% 1.36% 83 9.64%
GCM
6870
Generation Capital Management
New York
$154M +$16.1M +12% 3.64% 91 15.38%
RC
6871
Rareview Capital
Nevada
$154M -$9.6M -6% 0.12% 58 24.14%
EGP
6872
Emergence GP Partners
California
$154M -$50.5M -25% 23.5% 4 0%
CNFG
6873
Creegan & Nassoura Financial Group
New Hampshire
$154M -$897K -0.6% 1.25% 52.6% 80 7.5%
PWAM
6874
Pinnacle West Asset Management
Wyoming
$154M -$472K -0.3% 2.93% 78.2% 117 3.42%
CC
6875
Capstone Capital
Nevada
$154M +$4.29M +3% 3.04% 25 20%