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
SVG
5026
Sun Valley Gold
Idaho
$140M -$52.9M -27% 11
LW
5027
Libra Wealth
California
$140M -$34.9M -20% 55
GIM
5028
Greenwich Investment Management
Connecticut
$140M -$27.2M -16% 69
TF
5029
Theory Financial
Colorado
$139M -$11.6M -8% 70
SWP
5030
ShoreHaven Wealth Partners
New Jersey
$139M -$50.2M -26% 90
GWCM
5031
Godshalk Welsh Capital Management
Pennsylvania
$139M -$23.5M -14% 117
DP
5032
Divergent Planning
Maryland
$139M -$17.1M -11% 23
RCAP
5033
Resolute Capital Asset Partners
Colorado
$139M -$17.4M -11% 56
RCM
5034
Rain Capital Management
Oregon
$139M +$25.2M +22% 63
IWN
5035
Independent Wealth Network
Iowa
$139M -$18.6M -12% 218
PWS
5036
Peterson Wealth Services
Utah
$139M -$23.9M -15% 93
BMA
5037
Brooks Moore & Associates
Tennessee
$139M -$24.2M -15% 99
PWA
5038
Providence Wealth Advisors
Illinois
$139M -$17M -11% 104
RWG
5039
Regal Wealth Group
California
$139M -$21.8M -14% 51
MA
5040
Minerva Advisors
Pennsylvania
$139M -$15.9M -10% 67
AIC
5041
Aurora Investment Counsel
Georgia
$138M -$18.3M -12% 137
BAM
5042
Bellevue Asset Management
Washington
$138M -$24.7M -15% 546
MWM
5043
Maltin Wealth Management
New Jersey
$138M -$12.9M -9% 136
TB
5044
Treynor Bancshares
Iowa
$138M -$9.61M -6% 80
IRAG
5045
Investment Research & Advisory Group
Georgia
$138M -$21.3M -13% 206
GF
5046
Genworth Financial
Virginia
$138M +$21.6M +18% 2
AIM
5047
Alhambra Investment Management
Florida
$138M -$12.9M -9% 152
MCAI
5048
Members Capital Advisors Inc
Wisconsin
$138M -$17.6M -11% 69
TLCM
5049
Twin Lakes Capital Management
California
$138M -$39.2M -22% 305
BAM
5050
Bayshore Asset Management
Florida
$138M +$1.68M +1% 32