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
CMBA
5176
C.M. Bidwell & Associates
Hawaii
$163M +$12.2M +8% 666
CHA
5177
Cooper/Haims Advisors
New York
$162M -$3.42M -2% 88
HG
5178
Herbst Group
Connecticut
$162M 80
CSB
5179
City State Bank
Iowa
$162M 667
AWA
5180
Alta Wealth Advisors
Massachusetts
$162M +$24.6M +18% 160
SIS
5181
Susquehanna International Securities
Ireland
$162M +$44.9M +38% 31
IWN
5182
Independent Wealth Network
Iowa
$162M +$9.21M +6% 219
DJYG
5183
David J. Yvars Group
Florida
$162M -$9.21M -5% 89
TWP
5184
Total Wealth Planning
Ohio
$162M -$114M -41% 47
IDBONY
5185
Israel Discount Bank of New York
New York
$162M +$13.9M +9% 88
OWP
5186
Old Well Partners
North Carolina
$162M -$32.1M -17% 56
EWG
5187
Executive Wealth Group
Washington
$162M -$1.84M -1% 50
AWM
5188
Activest Wealth Management
Florida
$162M +$11.6M +8% 437
SCA
5189
Southern Capital Advisors
Tennessee
$162M 78
MCA
5190
Martin Capital Advisors
Texas
$162M 64
AA
5191
Addison Advisors
Vermont
$162M +$36.9M +30% 736
LI
5192
Latash Investments
Alaska
$162M +$1.42M +0.9% 21
SHWM
5193
Silicon Hills Wealth Management
Texas
$162M +$15.7M +11% 125
MA
5194
MBA Advisors
Pennsylvania
$161M +$25.9M +19% 152
KC
5195
Kinloch Capital
Virginia
$161M +$19.7M +14% 68
RBC
5196
Rye Brook Capital
Connecticut
$161M +$24M +18% 35
PAMI
5197
Perseverance Asset Management International
Cayman Islands
$161M -$51.3M -24% 20
FF
5198
Friedenthal Financial
New Jersey
$161M -$7.85M -5% 84
WF
5199
Whelan Financial
California
$161M +$51.7M +47% 20
BSAM
5200
Blue Square Asset Management
New York
$161M +$1.15M +0.7% 94