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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
KWM
7976
Kassira Wealth Management
Tennessee
$109M +$3.46M +3% 1.27% 68 32.35%
IWC
7977
Infinity Wealth Counsel
Ohio
$109M -$902K -0.8% 1.24% 63 1.59%
DA
7978
Dougherty & Associates
Florida
$109M -$3.03M -3% 3.59% 56 7.14%
BOTPPF
7979
Board of the Pension Protection Fund
United Kingdom
$109M +$3.7M +4% 8.3% 266 46.99%
SAM
7980
Sherman Asset Management
California
$109M -$9.4M -8% 3.76% 158 11.39%
TCM
7981
TABR Capital Management
California
$109M -$41.2M -27% 1.17% 76 61.84%
KP
7982
Kitching Partners
Pennsylvania
$109M -$877K -0.8% 0.33% 45 17.78%
MM
7983
Morangie Management
Florida
$109M -$17M -14% 11.6% 34 0%
HSM
7984
H Squared Management
New York
$109M -$64.8M -37% 1.53% 16 43.75%
GIPW
7985
Granite Islands Private Wealth
Connecticut
$109M -$54.9K -0.1% 4.99% 82 15.85%
RBC
7986
Rye Brook Capital
Connecticut
$108M +$1.41M +1% 1.58% 67.3% 37 51.35%
UOCIM
7987
University of Cambridge Investment Management
$108M -$83.6M -44% 6.6% 1 0%
FA
7988
Finhabits Advisors
New York
$108M +$1.83M +2% 1.1% 15 0%
EWA
7989
Eagle Wealth Advisors
Connecticut
$108M -$8.94M -8% 5.48% 105 20%
PFG
7990
Prospect Financial Group
Virginia
$108M +$778K +0.7% 0.19% 66 10.61%
RCP
7991
Roan Capital Partners
Tennessee
$108M 6.07% 77
BAM
7992
Broyhill Asset Management
North Carolina
$108M -$5.29M -5% 3.06% 87 25.29%
CCAL
7993
City Center Advisors LLC
Michigan
$108M -$497K -0.5% 1.26% 187 33.16%
NFTC
7994
North Forty Two & Co
Oregon
$108M +$2.2M +2% 1.98% 98 2.04%
CCMW
7995
Cypress Capital Management (Wyoming)
Wyoming
$108M +$456K +0.4% 0.59% 161% 225 16.89%
Vanguard Capital Wealth Advisors
7996
Vanguard Capital Wealth Advisors
Colorado
$108M -$16.9M -14% 2.08% 225% 145 28.97%
GCCM
7997
Green Court Capital Management
Hong Kong
$108M -$152M -58% 18% 33.4% 5 20%
EIP
7998
Essential Investment Partners
Colorado
$108M +$1.71M +2% 1.85% 311 11.9%
PCC
7999
Park Circle Company
Maryland
$108M -$7.64M -7% 1.35% 70.5% 53 7.55%
LSL
8000
Legacy Solutions LLC
Pennsylvania
$108M -$5.9M -5% 2.08% 84 11.9%