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
AFS
5226
Axiom Financial Strategies
Indiana
$149M -$25.3M -15% 36
QCIG
5227
Quad-Cities Investment Group
Iowa
$149M -$4.23M -3% 185
AWM
5228
Act Wealth Management
Texas
$149M -$28.7M -16% 47
GIS
5229
Grayhawk Investment Strategies
Alberta, Canada
$149M -$4.73M -3% 146
FIM
5230
FWL Investment Management
Texas
$149M +$2.44M +2% 195
SS
5231
Sound Stewardship
Kansas
$149M -$2.97M -2% 65
FAM
5232
Forte Asset Management
New York
$149M -$5.35M -3% 60
BAM
5233
Bellevue Asset Management
Washington
$149M -$10.5M -7% 484
BWM
5234
Boyd Wealth Management
California
$149M -$15.8M -10% 44
EFIC
5235
Eliot Finkel Investment Counsel
California
$149M -$8.73M -6% 32
XSC
5236
X-Square Capital
Puerto Rico
$149M $0 0% 142
HPWA
5237
Hall Private Wealth Advisors
North Carolina
$149M -$36.2M -20% 48
AFM
5238
Abbot Financial Management
Massachusetts
$149M -$7.14M -5% 116
SI
5239
Saxon Interests
Texas
$149M -$38.1M -20% 206
CWMU
5240
Caliber Wealth Management (Utah)
Utah
$149M -$575K -0.4% 56
TWM
5241
Triton Wealth Management
Arizona
$149M -$29.3M -16% 87
QS
5242
Quantitative Strategies
California
$149M -$358K -0.2% 20
WCAU
5243
Working Capital Advisors (UK)
United Kingdom
$149M +$6.53M +5% 4
EWA
5244
Etesian Wealth Advisors
Oregon
$149M -$4.62M -3% 108
CFO
5245
Custos Family Office
Texas
$148M -$5.96M -4% 46
RFS
5246
Retirement Financial Solutions
Tennessee
$148M +$2.78M +2% 46
IFA
5247
Interactive Financial Advisors
Illinois
$148M +$1.12M +0.8% 84
LBC
5248
Lawrence B. Cohen
$148M -$7.95M -5% 69
DFS
5249
Dixon Fnancial Services
California
$148M -$5.75M -4% 24
PWM
5250
Purus Wealth Management
California
$148M -$6.06M -4% 118