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
IWA
4501
Independence Wealth Advisors
Virginia
$101M +$8.69M +9% 25
FP
4502
FFL Partners
California
$101M +$9.35M +10% 1
GB
4503
Gunma Bank
Japan
$101M +$1.88M +2% 9
DAM
4504
Diamant Asset Management
Connecticut
$101M +$1.51M +2% 79
KI
4505
Kapitalo Investimentos
Brazil
$101M -$28.4M -22% 17
CHA
4506
Carmichael Hill & Associates
Maryland
$101M +$4.23M +4% 112
CCM
4507
Concourse Capital Management
Georgia
$101M +$16M +19% 55
CMBA
4508
C.M. Bidwell & Associates
Hawaii
$100M +$194K +0.2% 483
WMA
4509
Wealth Management Associates
New Jersey
$100M +$8.66M +9% 103
JCM
4510
Jacobsen Capital Management
Utah
$100M 61
CWM
4511
Capital Wealth Management
Rhode Island
$100M +$212K +0.2% 38
HFA
4512
HC Financial Advisors
California
$100M +$4.86M +5% 45
VBFG
4513
Vishria Bird Financial Group
Tennessee
$100M +$1.3M +1% 53
MTB
4514
Mizuho Trust & Banking
Japan
$100M +$19.5M +24% 9
SCP
4515
Stamos Capital Partners
California
$100M +$21.9M +28% 89
GPA
4516
Garrison Point Advisors
California
$99.7M +$3.76M +4% 133
SV
4517
Sturgeon Ventures
United Kingdom
$99.5M +$4.83M +5% 31
FFG
4518
Fortem Financial Group
California
$99.5M +$3.16M +3% 169
AWM
4519
Aevitas Wealth Management
Massachusetts
$99.4M -$12.9M -11% 397
GCA
4520
Genesee Capital Advisors
New York
$99.2M +$16.1M +19% 120
LC
4521
Lubar & Co
Wisconsin
$99.2M -$12.4M -11% 8
QGA
4522
Q Global Advisors
Texas
$98.8M -$80.8M -45% 32
NPP
4523
New Potomac Partners
Maryland
$98.6M -$271K -0.3% 138
PD
4524
Planning Directions
Pennsylvania
$98.5M +$14.4M +17% 58
FI
4525
Financial Insights
Washington
$98.5M +$2.57M +3% 67