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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
BWM
7876
Bosman Wealth Management
California
$114M -$8.13M -7% 7.77% 66 46.97%
JRPIM
7877
Journey Retirement Planning & Investment Management
Idaho
$114M -$374M -77% 3.25% 251 48.21%
MPIA
7878
Milestones Private Investment Advisors
New York
$114M -$31.9M -22% 1.88% 120 35%
QGA
7879
Q Global Advisors
Texas
$113M +$11.7M +12% 9.67% 79% 53 16.98%
EBA
7880
Eagle Bay Advisors
New York
$113M -$23.6M -17% 1.98% 78.4% 272 58.82%
TIM
7881
Titan Investment Management
Indiana
$113M +$3.57M +3% 0.62% 45 31.11%
SMC
7882
Sun Mountain Capital
$113M -$12.5M -10% 9.91% 1 0%
ICCFGIA
7883
IDG China Capital Fund GP III Associates
China
$113M +$8.94M +9% 20.2% 2 0%
HIFS
7884
Hingham Institution for Savings
Massachusetts
$113M -$8.88M -7% 8.83% 16 31.25%
SFP
7885
Sherwood Financial Partners
California
$113M -$2.92M -3% 0.84% 8 0%
ACM
7886
Andina Capital Management
Utah
$113M -$52.3M -32% 3.01% 182 56.04%
SWTS
7887
Stonehaven Wealth & Tax Solutions
Wisconsin
$113M +$1.76M +2% 0.23% 101 34.65%
MIA
7888
MeadowBrook Investment Advisors
Michigan
$113M -$4.3M -4% 2.39% 205 14.63%
ML
7889
MSRH LLC
New York
$113M +$23.3M +26% 39.7% 33 27.27%
CWM
7890
Cooke Wealth Management
California
$113M -$1.7M -1% 0.28% 38 5.26%
MC
7891
Matters Capital
Florida
$113M -$9.33M -8% 3.37% 72 20.83%
UOWF
7892
University of Wisconsin Foundation
Wisconsin
$113M -$6.28M -5% 9.17% 142% 11 36.36%
GCWM
7893
Graham Capital Wealth Management
District of Columbia
$113M +$3.78M +3% 4.5% 45.3% 70 31.43%
TBNY
7894
Trustco Bank (New York)
New York
$113M +$1.66M +1% 5.26% 131% 71 2.82%
WCL
7895
Wealth Care LLC
Florida
$113M 0.81% 67
OP
7896
Oath Planning
Oklahoma
$113M +$11.2M +11% 1.01% 71 7.04%
MWP
7897
Momentum Wealth Planning
Florida
$113M -$15.7M -12% 3.93% 50 48%
AIP
7898
Arrowpoint Investment Partners
Singapore
$113M -$566M -83% 9.13% 143 69.23%
AIC
7899
Argus Investors Counsel
New York
$112M -$12.7M -10% 0.47% 124% 116 21.55%
VCM
7900
Veradace Capital Management
Texas
$112M -$51.2M -31% 11.2% 33 36.36%