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
BAM
4051
Blueshift Asset Management
New Jersey
$239M +$23.8M +11% 487
CMI
4052
Clare Market Investments
Texas
$239M +$25.9M +12% 143
WCM
4053
Whitener Capital Management
North Carolina
$239M +$10.3M +5% 141
NL
4054
Navalign LLC
California
$239M -$3.32M -1% 128
SV
4055
Sapphire Ventures
Texas
$239M -$46.1M -16% 10
DWM
4056
Drive Wealth Management
Utah
$239M +$38.8M +19% 321
RCP
4057
Reverence Capital Partners
New York
$239M +$1.83M +0.8% 2
TWD
4058
True Wealth Design
Ohio
$238M +$22.4M +10% 900
OCM
4059
Oakview Capital Management
Texas
$238M +$4.71M +2% 18
TA
4060
TrueWealth Advisors
Alabama
$238M +$9.76M +4% 197
BCG
4061
Breakwater Capital Group
New Jersey
$238M +$47.2M +25% 192
JCIA
4062
Jackson Creek Investment Advisors
Colorado
$238M +$13.3M +6% 385
FSCM
4063
First Sabrepoint Capital Management
Texas
$238M +$34.1M +17% 33
WFA
4064
Wade Financial Advisory
California
$238M +$17.3M +8% 82
CWA
4065
Canvas Wealth Advisors
Kansas
$238M -$1.12M -0.5% 162
TAS
4066
TIFF Advisory Services
Pennsylvania
$238M -$8.55M -3% 26
MA
4067
MYDA Advisors
New York
$238M +$98.7M +71% 129
DI
4068
Disciplined Investments
Oklahoma
$237M +$33M +16% 1,725
HCM
4069
Heathbridge Capital Management
Ontario, Canada
$237M -$23.4M -9% 31
APA
4070
Astoria Portfolio Advisors
New York
$237M +$23.4M +11% 226
TC
4071
Trium Capital
United Kingdom
$237M +$18.1M +8% 107
PFS
4072
Physicians Financial Services
North Carolina
$237M +$14.4M +6% 111
IC
4073
Innealta Capital
Texas
$236M +$21.3M +10% 71
MAMNY
4074
Marathon Asset Management (New York)
New York
$236M -$34.2M -13% 13
AFA
4075
Alta Fundamental Advisers
New York
$236M +$6.56M +3% 24