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
WIM
3226
Westside Investment Management
California
$437M +$19.7M +5% 1,011
RPWA
3227
Regent Peak Wealth Advisors
Georgia
$437M +$43.2M +11% 180
ICVCFIA
3228
IDG China Venture Capital Fund IV Associates
Hong Kong
$437M -$6.15M -1% 4
ISWM
3229
Independent Solutions Wealth Management
New York
$436M +$15.2M +4% 176
FSC
3230
Fourth Sail Capital
Cayman Islands
$436M +$101M +30% 28
QPWM
3231
Quadrant Private Wealth Management
Pennsylvania
$436M +$40.3M +10% 266
CAM
3232
Centre Asset Management
New York
$436M +$16.5M +4% 66
FA
3233
Fermata Advisors
California
$435M -$8.48M -2% 249
SC
3234
Steginsky Capital
New York
$435M +$20M +5% 7
CI
3235
CacheTech Inc
Utah
$434M 104
AWM
3236
Adams Wealth Management
Utah
$434M +$24.2M +6% 106
VW
3237
Vantage Wealth
California
$434M +$4.93M +1% 37
GAM
3238
Gould Asset Management
California
$434M +$20.1M +5% 169
BSG
3239
Black Swift Group
Colorado
$433M +$42.9M +11% 138
KAH
3240
Kathryn A. Hall
$433M -$1.07M -0.2% 53
HA
3241
Herold Advisors
New York
$432M +$18.9M +5% 276
PPW
3242
Pasadena Private Wealth
California
$432M -$2.38M -0.5% 164
TCWA
3243
Turtle Creek Wealth Advisors
Texas
$432M +$24.2M +6% 221
MCM
3244
Makena Capital Management
California
$432M +$2.01M +0.5% 52
DCP
3245
Diameter Capital Partners
New York
$431M -$167M -28% 31
HWM
3246
Hohimer Wealth Management
Washington
$431M +$4.16M +1% 264
MKA
3247
M. Kulyk & Associates
Georgia
$430M -$815K -0.2% 115
CA
3248
Cambridge Advisors
Nebraska
$430M +$6.29M +1% 169
PCTC
3249
Perkins Coie Trust Company
Washington
$430M +$3.38M +0.8% 297
GWMIA
3250
Global Wealth Management Investment Advisory
Florida
$430M +$21.6M +5% 136