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
WA
5101
Wilshire Advisors
California
$201M +$7.97M +4% 11
JIC
5102
Juniper Investment Company
New York
$201M +$12.9M +7% 11
SWM
5103
Sterling Wealth Management
Illinois
$201M +$23.2M +13% 97
ODA
5104
One Degree Advisors
California
$201M +$5.26M +3% 54
LIG
5105
Lokken Investment Group
Delaware
$201M +$23.9M +13% 150
LWM
5106
Long Walk Management
Connecticut
$200M +$46.1M +30% 11
WAM
5107
Westport Asset Management
Connecticut
$200M +$14.4M +8% 75
EWP
5108
Elevation Wealth Partners
California
$200M +$33.4M +20% 517
CKAIS
5109
Christensen King & Associates Investment Services
Washington
$200M +$13.4M +7% 99
AFA
5110
Alta Fundamental Advisers
New York
$200M +$12.9M +7% 22
TA
5111
Teramo Advisors
Florida
$200M +$12.3M +7% 14
CF
5112
CNA Financial
Illinois
$200M +$47.7M +31% 20
MBI
5113
May Barnhard Investments
Maryland
$200M +$5.33M +3% 84
AFS
5114
Amtrust Financial Services
New York
$200M +$14.3M +8% 16
EP
5115
Essential Planning
New Hampshire
$200M +$1.56M +0.8% 65
DMBA
5116
Deseret Mutual Benefit Administrators
Utah
$200M +$26.3M +15% 487
EPW
5117
Evergreen Private Wealth
Colorado
$200M +$14.1M +8% 234
JGCM
5118
Joseph Group Capital Management
Ohio
$200M +$27.3M +16% 88
WF
5119
Warner Financial
Maryland
$200M +$22.1M +12% 109
AIM
5120
Ausbil Investment Management
Australia
$200M +$15M +8% 66
CWM
5121
Collaborative Wealth Management
Florida
$199M +$14.8M +8% 180
AWG
5122
Altus Wealth Group
Colorado
$199M +$19M +11% 161
LCM
5123
Leisure Capital Management
California
$199M +$14.3M +8% 144
ACM
5124
Ardent Capital Management
Ohio
$199M +$8.36M +4% 47
FI
5125
FIDELIS iM
Oregon
$199M +$13.4M +7% 18