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
QC
5001
Qalhat Capital
British Virgin Islands
$162M -$5.69M -3% 8
OIM
5002
Opus Investment Management
Massachusetts
$162M -$116M -42% 73
AWM
5003
Activest Wealth Management
Florida
$162M +$17.9M +12% 594
RWA
5004
Rooted Wealth Advisors
Illinois
$162M +$14.1M +9% 88
MA
5005
Mezzasalma Advisors
New Jersey
$162M -$2.71M -2% 88
SLA
5006
Silver Lake Advisory
Utah
$162M -$24.9M -13% 95
WPW
5007
Watershed Private Wealth
Illinois
$162M -$3.07M -2% 100
BCA
5008
Boundary Creek Advisors
New York
$162M -$48.3M -23% 43
LFPWM
5009
Leicht Financial Planning & Wealth Management
New Jersey
$162M -$3.52M -2% 22
HWP
5010
Highline Wealth Partners
California
$162M +$3.14M +2% 406
IGYL
5011
I.G.Y. Ltd
United Kingdom
$162M +$2.27M +1% 3
JKSF
5012
John & Kathleen Schreiber Foundation
Illinois
$162M +$14.6M +10% 4
AA
5013
ACT Advisors
North Carolina
$161M +$10.1M +7% 40
NEPPG
5014
New England Professional Planning Group
Rhode Island
$161M -$8.8M -5% 41
OFW
5015
Omnia Family Wealth
Florida
$161M +$14.2M +10% 73
TWM
5016
Trinity Wealth Management
Pennsylvania
$161M -$2.39M -1% 46
KC
5017
Kize Capital
New York
$161M -$39.5M -20% 6
VCM
5018
Vector Capital Management
California
$161M -$148M -48% 5
WMWM
5019
Whitaker-Myers Wealth Managers
Ohio
$161M +$11.8M +8% 82
KIC
5020
Kensington Investment Counsel
California
$161M +$3.35M +2% 103
AMR
5021
Asset Management Resources
Massachusetts
$161M -$3.52M -2% 61
AIM
5022
Ausbil Investment Management
Australia
$161M +$156K +0.1% 68
BHCM
5023
Boulder Hill Capital Management
New York
$161M +$109M +210% 166
JC
5024
Jentner Corp
Ohio
$161M +$525K +0.3% 45
3F
5025
360 Financial
Minnesota
$161M -$32.6M -17% 92