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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
ICCFGIA
7651
IDG China Capital Fund GP III Associates
China
$113M +$8.94M +9% 20.2% 2 0%
HIFS
7652
Hingham Institution for Savings
Massachusetts
$113M -$8.88M -7% 8.83% 16 31.25%
SFP
7653
Sherwood Financial Partners
California
$113M -$2.92M -3% 0.84% 8 0%
ACM
7654
Andina Capital Management
Utah
$113M -$52.3M -32% 3.01% 182 56.04%
SWTS
7655
Stonehaven Wealth & Tax Solutions
Wisconsin
$113M +$1.76M +2% 0.23% 101 34.65%
MIA
7656
MeadowBrook Investment Advisors
Michigan
$113M -$4.3M -4% 2.39% 205 14.63%
ML
7657
MSRH LLC
New York
$113M +$23.3M +26% 39.7% 33 27.27%
CWM
7658
Cooke Wealth Management
California
$113M -$1.7M -1% 0.28% 38 5.26%
MC
7659
Matters Capital
Florida
$113M -$9.33M -8% 3.37% 72 20.83%
UOWF
7660
University of Wisconsin Foundation
Wisconsin
$113M -$6.28M -5% 9.17% 142% 11 36.36%
GCWM
7661
Graham Capital Wealth Management
District of Columbia
$113M +$3.78M +3% 4.5% 45.3% 70 31.43%
TBNY
7662
Trustco Bank (New York)
New York
$113M +$1.66M +1% 5.26% 84.3% 71 2.82%
OP
7663
Oath Planning
Oklahoma
$113M +$11.2M +11% 1.01% 71 7.04%
MWP
7664
Momentum Wealth Planning
Florida
$113M -$15.7M -12% 3.93% 50 48%
AIC
7665
Argus Investors Counsel
New York
$112M -$12.7M -10% 0.47% 124% 116 21.55%
VCM
7666
Veradace Capital Management
Texas
$112M -$51.2M -31% 11.2% 33 36.36%
PFS
7667
Professional Financial Solutions
Virginia
$112M +$5.73M +5% 0.82% 38 2.63%
PC
7668
Parrish Capital
Georgia
$112M +$1.79M +2% 4.37% 87 2.3%
AHIA
7669
Andrew Hill Investment Advisors
Florida
$112M -$19.1M -15% 3.58% 63 39.68%
DM
7670
Diker Management
New York
$112M -$17.2M -13% 3.73% 151% 51 37.25%
NCTC
7671
New Covenant Trust Company
Indiana
$112M +$1.19M +1% 2.47% 101 15.84%
GW
7672
Graetz Wealth
Michigan
$112M +$2.18M +2% 1.57% 87 19.54%
VFP
7673
Vilga Financial Planning
New Jersey
$112M +$7.55M +7% 0.91% 87 11.49%
WA
7674
Waystone Advisors
Washington
$112M -$4.68M -4% 3.57% 119 29.41%
VP
7675
Vitruvian Partners
United Kingdom
$112M -$27.3M -20% 18.3% 35.8% 7 0%