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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
MQWP
7201
Morey & Quinn Wealth Partners
Nebraska
$118M 1.09% 119
RAM
7202
Revere Asset Management
Texas
$118M -$7.43M -6% 24.9% 39 74.36%
FVIM
7203
Fort Vancouver Investment Management
Washington
$118M +$1.99M +2% 1.53% 53 20.75%
CA
7204
Cannon Advisors
North Carolina
$118M -$4.62M -4% 2.36% 74 22.97%
HAM
7205
Hickory Asset Management
Ohio
$118M 1.69% 90
AWMNY
7206
Arcadia Wealth Management (New York)
New York
$118M 0.87% 50
SWP
7207
SIMA Wealth Partners
Virginia
$118M +$2.51M +2% 1.98% 175 21.14%
KCIC
7208
Kuhn & Co Investment Counsel
Illinois
$118M +$397K +0.3% 0.6% 133 7.52%
DFA
7209
Davies Financial Advisors
California
$118M +$2.92M +3% 3.61% 75 20%
WU
7210
Washington University
Missouri
$118M -$36.7M -24% 23.3% 44% 5 60%
FC
7211
Farley Capital
New York
$117M +$3.95M +3% 6.01% 105% 17 0%
LAS
7212
Legacy Advisory Services
Pennsylvania
$117M +$900K +0.8% 0.2% 52 7.69%
EFG
7213
Elm3 Financial Group
Georgia
$117M 2.32% 90
PAM
7214
Prodigy Asset Management
Nebraska
$117M 0.26% 23
YEPX
7215
Yorktown Energy Partners XI
New York
$117M +$1.77M +2% 4.59% 105% 3 0%
IP
7216
Integras Partners
Georgia
$117M 1% 62
RGMC
7217
Revolution Growth Management Company
District of Columbia
$117M -$90.1M -44% 40.4% 23.5% 1 0%
IAG
7218
Ipsen Advisor Group
Arkansas
$117M 1.38% 93
CPA
7219
Clear Point Advisors
New York
$117M -$12.4M -10% 1.59% 574 82.06%
ULWM
7220
Upper Left Wealth Management
Florida
$117M +$2.54M +2% 2.36% 43.1% 60 5%
NFGH
7221
Nan Fung Group Holdings
Hong Kong
$117M +$850K +0.7% 4.35% 281% 41 21.95%
TGV
7222
TRV GP VI
Massachusetts
$117M 2.98% 4
ACM
7223
Alethea Capital Management
Washington
$117M -$21.6M -16% 9.61% 275% 51 82.35%
SWM
7224
SpringVest Wealth Management
Texas
$117M 1.75% 53
GCM
7225
Generation Capital Management
New York
$117M 4.07% 77