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
WIP
5076
WealthCare Investment Partners
Rhode Island
$229M +$1.1M +0.5% 150
FC
5077
FACT Capital
New York
$229M -$28.6M -11% 22
IMA
5078
Investment Management Associates
Colorado
$229M -$24.4M -10% 34
IPA
5079
Investment Planning Advisors
Georgia
$229M +$33M +17% 66
MAM
5080
MMA Asset Management
Pennsylvania
$229M -$146M -39% 151
YRHAM
5081
Yong Rong (HK) Asset Management
Hong Kong
$229M -$113M -33% 35
AWA
5082
Alta Wealth Advisors
Massachusetts
$229M +$9.75M +4% 145
HLCM
5083
Hi-Line Capital Management
South Dakota
$229M +$24.9M +12% 42
SICM
5084
Sustainable Insight Capital Management
New York
$229M +$7.9M +4% 93
SFS
5085
Solitude Financial Services
Virginia
$228M -$5.82M -2% 37
AWMT
5086
AAFMAA Wealth Management & Trust
North Carolina
$228M +$1.39M +0.6% 67
HCM
5087
Hahn Capital Management
California
$228M +$72.9M +47% 30
FOR
5088
Family Office Research
Maryland
$228M 75
SM
5089
Sensible Money
Arizona
$228M -$784K -0.3% 87
RA
5090
Ruggaard & Associates
Ohio
$228M -$1.71M -0.7% 118
HIM
5091
Harbour Investment Management
Washington
$228M +$2.28M +1% 99
AB
5092
ANB Bank
Colorado
$228M 115
LC
5093
Lavaca Capital
Texas
$228M +$18.9M +9% 294
RM
5094
RP Management
New York
$228M $0 0% 4
HAM
5095
Hanwha Asset Management
South Korea
$228M 1
BFA
5096
Buttonwood Financial Advisors
Maryland
$227M -$1.79M -0.8% 98
MAMHA
5097
MY.Alpha Management HK Advisors
Hong Kong
$227M -$52.8M -19% 22
PHM
5098
Prospect Hill Management
New Jersey
$227M +$28.2M +14% 16
SLA
5099
Silver Lake Advisory
Utah
$227M -$16.7M -7% 101
WWM
5100
Waterway Wealth Management
Texas
$227M -$5.44M -2% 80