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
BE
4451
Bonness Enterprises
District of Columbia
$217M +$815K +0.4% 41
TA
4452
Townsend & Associates
Colorado
$217M +$34.6M +19% 83
QAM
4453
Q3 Asset Management
Michigan
$217M -$18.1M -8% 70
RCA
4454
Riverview Capital Advisers
Massachusetts
$217M -$7.59M -3% 108
GA
4455
Gagnon Advisors
New York
$217M -$34.6M -14% 35
TSA
4456
Tri-Star Advisors
Texas
$217M -$21.5M -9% 59
IF
4457
IRON Financial
Illinois
$217M -$7.2M -3% 133
GCM
4458
Gabalex Capital Management
New York
$217M -$18.5M -8% 18
AF
4459
Atlas FRM
Connecticut
$217M -$8.37M -4% 8
AWMT
4460
AAFMAA Wealth Management & Trust
North Carolina
$217M -$12.7M -6% 71
SWM
4461
Sendero Wealth Management
Texas
$217M -$8.33M -4% 87
WWM
4462
Wiser Wealth Management
Georgia
$217M +$12.1M +6% 32
LSWM
4463
Lorne Steinberg Wealth Management
Canada
$217M -$16M -7% 69
APW
4464
Acima Private Wealth
Virginia
$217M -$15.9M -7% 247
SC
4465
Serenity Capital
California
$216M +$3.55M +2% 3
TIA
4466
Tiemann Investment Advisors
California
$216M -$20.3M -9% 233
CGFA
4467
Colton Groome Financial Advisors
North Carolina
$216M -$29.8M -12% 140
KWA
4468
KCS Wealth Advisory
California
$216M -$32.9M -13% 172
LPWM
4469
Lake Point Wealth Management
Texas
$216M -$12.8M -6% 505
RBFC
4470
Roman Butler Fullerton & Co
Missouri
$216M -$10.2M -5% 215
VAG
4471
VisionPoint Advisory Group
Texas
$216M -$12.6M -6% 109
WDG
4472
Wealth Dimensions Group
Ohio
$216M +$11.8M +6% 137
EHWM
4473
Eads & Heald Wealth Management
Georgia
$216M -$14.3M -6% 151
SI
4474
Sora Investors
Pennsylvania
$216M +$11M +5% 35
CAGAS
4475
Capital Advisory Group Advisory Services
Minnesota
$215M -$14.6M -6% 524