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
WWM
5101
Waterway Wealth Management
Texas
$227M -$5.44M -2% 80
DQRIM
5102
Dale Q Rice Investment Management
Washington
$227M 64
NL
5103
NKCFO LLC
Illinois
$227M +$18M +9% 136
OCM
5104
Orion Capital Management
California
$227M +$21.6M +10% 467
SIMC
5105
Squire Investment Management Company
Utah
$227M +$17M +8% 66
SI
5106
Saxon Interests
Texas
$227M +$7.59M +3% 199
SG
5107
Sharper & Granite
California
$227M +$2.99M +1% 105
AJ
5108
Ashburton (Jersey)
Jersey
$227M -$49.1M -18% 58
OIA
5109
Optimum Investment Advisors
Illinois
$227M -$4.77M -2% 648
PAM
5110
Pamalican Asset Management
Hong Kong
$226M 32
GCM
5111
Gibraltar Capital Management
Oklahoma
$226M +$3.86M +2% 57
RA
5112
Rockingstone Advisors
Massachusetts
$226M +$22.8M +11% 109
MUAMU
5113
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$226M +$32.5M +17% 131
RIM
5114
Reliant Investment Management
Tennessee
$226M +$13.7M +6% 66
DCI
5115
Data Collective IV
California
$226M +$62.8M +38% 6
ALC
5116
Alexander Labrunerie & Co
Missouri
$226M +$7.92M +4% 113
CA
5117
Calton & Associates
Florida
$226M -$35.4M -14% 291
CWA
5118
Cura Wealth Advisors
Illinois
$226M 96
EWA
5119
Etesian Wealth Advisors
Oregon
$226M +$5.2M +2% 146
BWG
5120
Beta Wealth Group
California
$226M +$4.27M +2% 115
CCAM
5121
Codex Capital Asset Management
Texas
$226M +$583K +0.3% 36
AWG
5122
Altus Wealth Group
Colorado
$226M -$7.84M -3% 155
FF
5123
Fluent Financial
Texas
$226M +$18.2M +9% 79
SSW
5124
Smith Shellnut Wilson
Mississippi
$226M +$4.68M +2% 154
HBW
5125
Hazlett, Burt & Watson
West Virginia
$226M +$8.55M +4% 796