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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
TGM
7501
Tenzing Global Management
California
$121M -$46.6M -28% 9.81% 218% 21 57.14%
BIS
7502
BG Investment Services
Guam
$120M +$8.26M +7% 2.44% 50 14%
GSM
7503
Global Strategic Management
Puerto Rico
$120M +$512K +0.4% 6.08% 31 32.26%
WPA
7504
Wealth Preservation Advisors
Tennessee
$120M -$78.3M -39% 5.48% 1,290 71.63%
DWA
7505
Davis Wealth Advisors
New Hampshire
$120M +$141K +0.1% 1.83% 75 12%
PA
7506
Prosperity Advisers
Pennsylvania
$120M -$809K -0.7% 1.42% 41 7.32%
SCVTA
7507
Santa Clara Valley Transportation Authority
California
$120M +$1.3M +1% 0.79% 4 0%
ARA
7508
Approach Retirement Advisors
Alabama
$120M +$4.14M +4% 0.82% 80 3.75%
B
7509
BennBridge
United Kingdom
$120M -$8.14M -6% 9.1% 7 0%
TWM
7510
Troutman Wealth Management
Pennsylvania
$120M -$1.05M -0.9% 0.67% 37 2.7%
SRL
7511
Scientech Research LLC
New Jersey
$120M -$39.1M -25% 4.27% 801 84.14%
SA
7512
SJBenen ADVISORY
North Carolina
$120M +$12.6M +12% 7.92% 33 27.27%
WAG
7513
Windsor Advisory Group
Ohio
$120M +$7.63M +7% 3.14% 43.2% 103 43.69%
ACM
7514
AIHC Capital Management
$120M +$13M +12% 27.7% 7 42.86%
DG
7515
Dala Group
Illinois
$120M +$4.21M +4% 1.47% 80 18.75%
AA
7516
Ahara Advisors
New Jersey
$120M +$9.57M +9% 9.44% 56 16.07%
CM
7517
CM Management
Florida
$120M +$996K +0.8% 2.99% 141% 79 31.65%
CC
7518
Commons Capital
Massachusetts
$120M -$29.6M -20% 1.39% 137% 126 43.65%
YMRC
7519
Yorktown Management & Research Company
Virginia
$120M -$5.54M -4% 5.86% 223% 254 29.53%
IW
7520
Integrated Wealthcare
North Carolina
$120M +$594K +0.5% 1.28% 29 6.9%
BCWM
7521
Ball & Co Wealth Management
Tennessee
$120M -$35.8M -23% 2.36% 90 26.67%
WF
7522
WealthPoint Financial
North Carolina
$119M +$4.54M +4% 0.76% 129 15.5%
CAM
7523
Clio Asset Management
Virginia
$119M -$9.44M -7% 0.81% 70% 19 42.11%
LC
7524
Lubar & Co
Wisconsin
$119M -$15.2M -11% 10.9% 3 0%
SKK
7525
Shepherd Kaplan Krochuk
Massachusetts
$119M -$2.13M -2% 0.56% 29.8% 64 4.69%