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
WF
4826
Whelan Financial
California
$145M -$2.43M -2% 28
QGA
4827
Q Global Advisors
Texas
$145M +$16.4M +13% 281
LAM
4828
L2 Asset Management
Massachusetts
$145M +$7.63M +6% 140
SA
4829
Sunesis Advisors
Kansas
$145M -$8.59M -6% 42
WW
4830
Westshore Wealth
California
$145M -$8.13M -5% 105
HA
4831
HC Advisors
Georgia
$145M +$4.81M +3% 87
AFA
4832
Abacus FCF Advisors
Florida
$145M -$18.1M -11% 158
OAP
4833
One Advisory Partners
Kansas
$145M -$5.94M -4% 55
RCC
4834
Red Cedar Capital
Nebraska
$145M -$2.85M -2% 201
SWM
4835
Seaside Wealth Management
California
$145M +$12.7M +10% 55
ICM
4836
IMS Capital Management
Oregon
$145M -$9.81M -6% 147
RFA
4837
Resurgent Financial Advisors
Georgia
$145M -$4.99M -3% 209
MS
4838
Marshall & Sullivan
Washington
$145M -$19.6M -12% 98
SIM
4839
Symetra Investment Management
Connecticut
$145M +$35.6M +33% 3
WAM
4840
Weinberger Asset Management
California
$145M -$6.94M -5% 69
SIM
4841
SummerHaven Investment Management
Connecticut
$145M -$3.79M -3% 294
FFG
4842
Fortem Financial Group
California
$144M -$8.05M -5% 182
AWS
4843
Arkfeld Wealth Strategies
Nebraska
$144M -$8.45M -6% 71
BRC
4844
Bishop Rock Capital
New York
$144M +$41.4M +40% 27
FIA
4845
FNY Investment Advisers
New York
$144M +$9.34M +7% 1,020
SSCM
4846
Summit Street Capital Management
New York
$144M -$8.31M -5% 30
HFA
4847
Highland Financial Advisors
New Jersey
$144M -$1.81M -1% 57
IAG
4848
Investment Advisory Group
Massachusetts
$144M -$2.92M -2% 131
BCM
4849
Brookmont Capital Management
Texas
$144M -$1.21M -0.8% 46
CAGAS
4850
Capital Advisory Group Advisory Services
Minnesota
$144M -$23.6M -14% 207