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
IAMH
5101
IvyRock Asset Management (HK)
Hong Kong
$129M -$29.5M -19% 16
CG
5102
Castellan Group
Kentucky
$129M +$2.46M +2% 65
AGFVA
5103
Accel Growth Fund V Associates
California
$129M -$35.3M -22% 2
BAM
5104
Bellevue Asset Management
Washington
$129M -$9.79M -7% 517
HI
5105
Harrington Investments
California
$129M -$5.91M -4% 78
CJFS
5106
Coulter & Justus Financial Services
Tennessee
$129M +$4.21M +3% 50
AFA
5107
AllGen Financial Advisors
Florida
$128M +$6.82M +6% 41
RCM
5108
Rain Capital Management
Oregon
$128M -$10.8M -8% 73
HM
5109
HCEP Management
Hong Kong
$128M -$19.7M -13% 5
SRA
5110
Summit Rock Advisors
New York
$128M +$5.73M +5% 9
KXA
5111
KPCB XIV Associates
California
$128M -$44M -26% 6
SC
5112
Saiph Capital
New Jersey
$128M -$1.69M -1% 45
YEPX
5113
Yorktown Energy Partners XI
New York
$128M -$38.8M -23% 3
IWN
5114
Independent Wealth Network
Iowa
$128M -$10.9M -8% 196
MWA
5115
Moser Wealth Advisors
Washington
$128M -$6.52M -5% 156
MAM
5116
McCarthy Asset Management
California
$128M +$4.91M +4% 33
WCM
5117
Wisconsin Capital Management
Wisconsin
$128M -$21.1M -14% 47
QC
5118
Quaero Capital
Switzerland
$128M +$3.21M +3% 86
CWA
5119
Consilio Wealth Advisors
Washington
$128M +$4.17M +3% 47
BWM
5120
Benchmark Wealth Management
Connecticut
$128M -$8.35M -6% 52
AAM
5121
Ascension Asset Management
New York
$127M -$8.06M -6% 85
GIM
5122
Greenwich Investment Management
Connecticut
$127M -$12.1M -9% 58
CWA
5123
Carolina Wealth Advisors
South Carolina
$127M -$24M -16% 324
LFASL
5124
Lugano Financial Advisors SA (LFA)
Switzerland
$127M -$15.7M -11% 134
JPLA
5125
Joseph P. Lucia & Associates
New York
$127M -$14.3M -10% 485