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
GWMIA
3626
Global Wealth Management Investment Advisory
Florida
$277M +$19.3M +7% 541
BA
3627
Bard Associates
Illinois
$277M +$23.5M +9% 162
PA
3628
Prism Advisors
California
$277M +$12.2M +5% 56
IA
3629
Inspire Advisors
Idaho
$277M +$8.86M +3% 842
TSWM
3630
Triangle Securities Wealth Management
North Carolina
$277M +$24.1M +10% 172
EA
3631
Emerald Advisors
Washington
$276M -$14.1M -5% 89
PPW
3632
Pasadena Private Wealth
California
$276M +$11.8M +4% 91
PFM
3633
Peak Financial Management
Massachusetts
$276M +$10.4M +4% 73
HCM
3634
Harvey Capital Management
Florida
$276M +$29.3M +12% 85
FAAM
3635
First Ascent Asset Management
Colorado
$276M +$38.2M +16% 25
KC
3636
Kellner Capital
New York
$276M +$85.9M +45% 46
WCG
3637
Wall Capital Group
Arizona
$275M +$21M +8% 25
OCM
3638
Oakview Capital Management
Texas
$275M +$38.4M +16% 17
SFG
3639
SevenBridge Financial Group
Pennsylvania
$275M +$19M +7% 158
VCM
3640
Versant Capital Management
Arizona
$274M +$20.6M +8% 1,663
JFA
3641
Johanson Financial Advisors
California
$274M +$26.4M +11% 116
KI
3642
Koch Industries
Kansas
$274M -$27.7M -9% 5
SGH
3643
Sivik Global Healthcare
Connecticut
$274M +$28.9M +12% 58
TWMP
3644
Taylor Wealth Management Partners
Massachusetts
$274M +$14.1M +5% 71
DI
3645
Diligent Investors
California
$274M +$25.1M +10% 238
PCA
3646
Providence Capital Advisors
North Carolina
$274M +$30.4M +12% 350
ARI
3647
Applied Research Investments
Delaware
$274M +$39.2M +17% 48
AFAS
3648
Acorn Financial Advisory Services
Virginia
$274M +$19.1M +8% 230
NVCHI
3649
New Vernon Capital Holdings II
New Jersey
$274M -$43.6M -14% 34
SWA
3650
Sax Wealth Advisors
New Jersey
$273M +$55.8M +26% 153