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
IC
4076
Innealta Capital
Texas
$236M +$21.3M +10% 71
MAMNY
4077
Marathon Asset Management (New York)
New York
$236M -$34.2M -13% 13
AFA
4078
Alta Fundamental Advisers
New York
$236M +$6.56M +3% 24
CMP
4079
Courage Miller Partners
Virginia
$236M +$19.2M +9% 74
HJIM
4080
Henry James International Management
New York
$236M +$29.2M +14% 129
WA
4081
Wealthstar Advisors
Texas
$236M +$16M +7% 95
WIM
4082
Warwick Investment Management
Texas
$236M -$9.27M -4% 89
BHWM
4083
Bay Harbor Wealth Management
Maryland
$236M +$12.5M +6% 209
THL
4084
Tillman Hartley LLC
Colorado
$235M +$2.88M +1% 78
FCP
4085
Fidelis Capital Partners
Florida
$235M +$150M +177% 251
GCA
4086
Gradient Capital Advisors
California
$235M +$15.1M +7% 139
BCM
4087
Beck Capital Management
Texas
$235M -$2.56M -1% 141
SSI
4088
Scott & Selber Inc
Texas
$235M +$12.5M +6% 101
LFM
4089
LGT Fund Management
Liechtenstein
$235M +$3.25M +1% 152
PWAC
4090
Private Wealth Advisors (California)
California
$235M +$1.83M +0.8% 80
CYG
4091
Clean Yield Group
Vermont
$235M +$1.94M +0.8% 499
MAG
4092
Mokosak Advisory Group
Iowa
$235M +$11.2M +5% 24
DEA
4093
DoubleLine ETF Adviser
Florida
$235M +$39.8M +20% 208
RAM
4094
Roanoke Asset Management
New Jersey
$234M +$14.6M +7% 111
LJHT
4095
Laurie J. Hall Trustee
$234M +$12.3M +6% 341
MWM
4096
MorganRosel Wealth Management
Colorado
$234M +$17.2M +8% 99
DC
4097
DeDora Capital
California
$234M +$23.7M +11% 113
EE
4098
EWG Elevate
California
$234M +$35.8M +18% 850
WPWM
4099
Windward Private Wealth Management
Kansas
$234M +$8.6M +4% 47
OCM
4100
Ovata Capital Management
Hong Kong
$234M -$72.3M -24% 45