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
HWMA
5151
Heritage Wealth Management (Arizona)
Arizona
$196M +$11.8M +6% 185
DWM
5152
Denver Wealth Management
Colorado
$196M +$19.2M +11% 83
GPC
5153
Guardian Point Capital
Virginia
$196M +$28.6M +17% 11
VCM
5154
Verger Capital Management
North Carolina
$196M +$16.6M +9% 13
FFL
5155
Flat Footed LLC
Wyoming
$196M -$138M -41% 17
HWA
5156
Hilltop Wealth Advisors
North Carolina
$196M +$20.2M +12% 52
TWCM
5157
True Wind Capital Management
California
$196M -$142M -42% 3
MFC
5158
Morris Financial Concepts
South Carolina
$195M +$20.4M +12% 174
CB
5159
Centennial Bank
Arkansas
$195M +$28.1M +17% 341
CG
5160
Castellan Group
Kentucky
$195M +$34.3M +21% 69
CPWM
5161
Cypress Point Wealth Management
Texas
$195M +$60.7M +45% 72
BFS
5162
Burrus Financial Services
Utah
$195M +$5.83M +3% 10
ST
5163
Skorpios Trust
Cyprus
$195M +$119M +156% 2
LI
5164
Latigo Investments
Florida
$195M +$14M +8% 20
GCM
5165
Gator Capital Management
Florida
$195M +$14.1M +8% 66
CI
5166
Chartist Inc
California
$195M +$11.1M +6% 29
SM
5167
Selkirk Management
New Jersey
$195M +$47M +32% 15
ORG
5168
Optimist Retirement Group
Washington
$195M +$40.8M +26% 110
I2I
5169
Insight 2811 Inc
Illinois
$195M +$11.5M +6% 83
KC
5170
Kinloch Capital
Virginia
$195M +$37.3M +24% 79
RFS
5171
Retirement Financial Solutions
Tennessee
$195M +$18M +10% 47
FOA
5172
Five Oceans Advisors
California
$195M +$15.8M +9% 198
BPM
5173
Blue Pool Management
Hong Kong
$194M -$60.1M -24% 2
EC
5174
Edenbrook Capital
New York
$194M -$37.8M -16% 17
IVMX
5175
Institutional Venture Management XV
California
$194M -$11.6M -6% 5