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
AIM
5101
Alerce Investment Management
Illinois
$146M -$38.1M -21% 7
EFG
5102
Everhart Financial Group
Ohio
$146M +$676K +0.5% 108
VMV
5103
Venrock Management VI
California
$146M -$52.3M -26% 2
FCMT
5104
Founders Capital Management (Texas)
Texas
$146M -$7.54M -5% 340
SHWM
5105
Silicon Hills Wealth Management
Texas
$146M +$17.1M +13% 117
RC
5106
Rovin Capital
Arizona
$146M +$11.6M +9% 77
QC
5107
Quaero Capital
Switzerland
$146M -$5.34M -4% 62
SIP
5108
Scott Investment Partners
United Kingdom
$146M +$3.38M +2% 45
BCFD
5109
Boit C.F. David
$146M +$14.3M +11% 115
HPWM
5110
High Pines Wealth Management
Massachusetts
$146M +$13.1M +10% 44
CCM
5111
Ciovacco Capital Management
Georgia
$146M +$6.35M +5% 30
TWS
5112
Thomas W. Smith
$145M -$9.27M -6% 8
OFW
5113
Omnia Family Wealth
Florida
$145M -$11M -7% 75
CCP
5114
Cassia Capital Partners
North Carolina
$145M +$12.3M +9% 137
MWM
5115
Midwest Wealth Management
Indiana
$145M +$5.28M +4% 102
SFS
5116
Solitude Financial Services
Virginia
$145M +$7.3M +5% 42
JA
5117
JVL Associates
Michigan
$145M +$89K +0.1% 37
IWA
5118
IVC Wealth Advisors
Pennsylvania
$145M +$2.85M +2% 147
PHM
5119
Prospect Hill Management
New Jersey
$145M +$6.69M +5% 17
NPP
5120
New Potomac Partners
Maryland
$145M -$2.14M -1% 65
FDS
5121
First Dallas Securities
Texas
$145M -$7.7M -5% 126
CG
5122
Clarus Group
Texas
$145M +$11.2M +8% 115
GAA
5123
Green Alpha Advisors
Colorado
$145M -$2.08M -1% 130
6C
5124
6elm Capital
New York
$145M -$13M -8% 18
PWM
5125
Purus Wealth Management
California
$145M +$5.75M +4% 108