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
CWM
4926
Collaborative Wealth Management
Florida
$168M -$491K -0.3% 177
YAL
4927
Your Advocates Ltd
Texas
$168M -$27.5M -14% 360
ICM
4928
IMS Capital Management
Oregon
$168M -$12.6M -7% 130
HSCU
4929
Half Sky Capital (UK)
United Kingdom
$167M -$23.1M -12% 10
IWMWV
4930
Ironwood Wealth Management (West Virginia)
West Virginia
$167M -$4.28M -2% 23
MIM
4931
Moseley Investment Management
Florida
$167M -$4.11M -2% 152
FNBSF
4932
First National Bank Sioux Falls
South Dakota
$167M +$9.88M +6% 125
WS
4933
Wela Strategies
Georgia
$167M +$37.3M +29% 48
UBG
4934
United Bank (Georgia)
Georgia
$167M -$8.36M -5% 90
EECFV
4935
EnCap Energy Capital Fund VIII
Texas
$167M +$22.8M +16% 3
HC
4936
Hillman Company
Pennsylvania
$167M -$10.3M -6% 14
AAMC
4937
Asset Allocation & Management Company
Illinois
$167M -$84.5M -34% 67
AFS
4938
Access Financial Services
Minnesota
$167M -$4.52M -3% 86
HSWM
4939
Hubbell Strickland Wealth Management
Louisiana
$167M -$5.71M -3% 73
TLA
4940
Tanglewood Legacy Advisors
Texas
$167M -$6.15M -4% 288
DLHL
4941
Donald L. Hagan LLC
Florida
$167M -$10.9M -6% 99
AIA
4942
Acute Investment Advisory
Arizona
$166M +$131K +0.1% 19
PIA
4943
Powell Investment Advisors
Florida
$166M -$4.69M -3% 147
HIS
4944
Horizon Investment Services
Indiana
$166M +$2.61M +2% 113
EIA
4945
Eastover Investment Advisors
North Carolina
$166M -$21.1M -11% 49
PS
4946
Planned Solutions
California
$166M -$2.89M -2% 83
KIG
4947
Kennedy Investment Group
New Jersey
$166M -$4.58M -3% 123
SFMG
4948
Sage Financial Management Group
Virginia
$166M +$150M +898% 42
VM
4949
Varde Management
Minnesota
$166M -$2.59M -2% 7
LD
4950
Lipe & Dalton
New York
$166M -$9.35M -5% 105