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
IWMA
4701
Ironwood Wealth Management (Arizona)
Arizona
$298M +$24.5M +9% 42
HPM
4702
H. Partners Management
New York
$298M -$32M -10% 3
DC
4703
Defender Capital
North Carolina
$298M +$3.65M +1% 40
ACM
4704
Ariose Capital Management
Hong Kong
$298M +$140M +88% 44
ATC
4705
Adirondack Trust Company
New York
$298M +$22.7M +8% 521
CFM
4706
Capricorn Fund Managers
United Kingdom
$298M +$86.2M +41% 78
DPCM
4707
Doma Perpetual Capital Management
Florida
$298M +$33.8M +13% 12
CHJWM
4708
Carlton Hofferkamp & Jenks Wealth Management
Texas
$298M +$21.9M +8% 145
OWM
4709
OneAscent Wealth Management
Alabama
$298M +$26.2M +10% 196
GIM
4710
Gold Investment Management
Alberta, Canada
$298M +$32M +12% 203
FRA
4711
Front Row Advisors
California
$298M +$10.1M +4% 563
SM
4712
Sweeney & Michel
California
$298M +$16M +6% 139
VAM
4713
Vert Asset Management
California
$297M +$22.8M +8% 45
OFG
4714
Omega Financial Group
California
$297M +$20.1M +7% 102
HIA
4715
HTG Investment Advisors
Connecticut
$297M +$28.3M +11% 78
T2I
4716
Turim 21 Investimentos
Brazil
$297M -$214M -42% 151
DDSF
4717
Diana Davis Spencer Foundation
Maryland
$297M +$5.27M +2% 4
ITB
4718
Idaho Trust Bank
Idaho
$297M +$17.2M +6% 112
FFA
4719
Fairfield Financial Advisors
Massachusetts
$297M +$11.5M +4% 78
KCFA
4720
Key Client Fiduciary Advisors
New Jersey
$297M +$52.8M +22% 222
CAAM
4721
Cape Ann Asset Management
United Kingdom
$297M +$63.3M +27% 11
RFP
4722
Roth Financial Partners
Texas
$297M +$19.3M +7% 32
EAM
4723
Exane Asset Management
France
$297M +$40.6M +16% 38
PWM
4724
Pines Wealth Management
North Carolina
$297M +$13.9M +5% 238
LCM
4725
Lazari Capital Management
California
$296M +$30.7M +12% 171