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
4801
Ironwood Wealth Management (Arizona)
Arizona
$173M +$17.5M +11% 53
AIIC
4802
AJU IB Investment Company
South Korea
$173M -$91.7M -35% 11
GEH
4803
General Equity Holdings
New York
$173M +$5.05M +3% 14
ARCM
4804
Asia Research & Capital Management
Hong Kong
$173M 5
NWS
4805
Newport Wealth Strategies
California
$173M +$11.9M +7% 115
APSI
4806
Asset Planning Services Inc
Louisiana
$173M +$7.44M +4% 41
YCM
4807
Yaupon Capital Management
New York
$173M +$55.2M +47% 80
RPG
4808
Resource Planning Group
Georgia
$173M +$20.2M +13% 88
EF
4809
Exeter Financial
Arizona
$172M +$13.9M +9% 82
ER
4810
EVR Research
Virginia
$172M +$40.7M +31% 34
FA
4811
Fermata Advisors
California
$172M +$53.2M +45% 155
SSW
4812
Smith Shellnut Wilson
Mississippi
$172M +$8.06M +5% 168
MC
4813
MRJ Capital
New York
$172M +$11.7M +7% 52
VC
4814
Veery Capital
Delaware
$172M +$13.7M +9% 73
HFA
4815
HC Financial Advisors
California
$172M +$7.55M +5% 376
LC
4816
Lakehouse Capital
Australia
$171M 12
TPW
4817
TL Private Wealth
Texas
$171M +$8.36M +5% 51
JWBC
4818
John W. Brooker & Co
California
$171M +$10.5M +7% 204
TA
4819
TrueWealth Advisors
Alabama
$171M +$17.4M +11% 141
WG
4820
Watchman Group
Texas
$171M +$9.06M +6% 77
TCM
4821
Triumph Capital Management
Colorado
$171M 160
SAM
4822
Seelaus Asset Management
New Jersey
$171M +$15.2M +10% 266
FS
4823
Ferguson Shapiro
Georgia
$171M +$15.6M +10% 31
AWM
4824
AllSquare Wealth Management
New York
$171M +$9.9M +6% 519
TA
4825
Townsend & Associates
Colorado
$171M +$17.2M +11% 74