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
AWM
5226
Act Wealth Management
Texas
$149M -$28.7M -16% 47
GIS
5227
Grayhawk Investment Strategies
Alberta, Canada
$149M -$4.73M -3% 146
FIM
5228
FWL Investment Management
Texas
$149M +$2.44M +2% 195
SS
5229
Sound Stewardship
Kansas
$149M -$2.97M -2% 65
FAM
5230
Forte Asset Management
New York
$149M -$5.35M -3% 60
BAM
5231
Bellevue Asset Management
Washington
$149M -$10.5M -7% 484
BWM
5232
Boyd Wealth Management
California
$149M -$15.8M -10% 44
EFIC
5233
Eliot Finkel Investment Counsel
California
$149M -$8.73M -6% 32
XSC
5234
X-Square Capital
Puerto Rico
$149M $0 0% 142
HPWA
5235
Hall Private Wealth Advisors
North Carolina
$149M -$36.2M -20% 48
AFM
5236
Abbot Financial Management
Massachusetts
$149M -$7.14M -5% 116
SI
5237
Saxon Interests
Texas
$149M -$38.1M -20% 206
CWMU
5238
Caliber Wealth Management (Utah)
Utah
$149M -$575K -0.4% 56
TWM
5239
Triton Wealth Management
Arizona
$149M -$29.3M -16% 87
QS
5240
Quantitative Strategies
California
$149M -$358K -0.2% 20
WCAU
5241
Working Capital Advisors (UK)
United Kingdom
$149M +$6.53M +5% 4
EWA
5242
Etesian Wealth Advisors
Oregon
$149M -$4.62M -3% 108
CFO
5243
Custos Family Office
Texas
$148M -$5.96M -4% 46
RFS
5244
Retirement Financial Solutions
Tennessee
$148M +$2.78M +2% 46
IFA
5245
Interactive Financial Advisors
Illinois
$148M +$1.12M +0.8% 84
LBC
5246
Lawrence B. Cohen
$148M -$7.95M -5% 69
DFS
5247
Dixon Fnancial Services
California
$148M -$5.75M -4% 24
PWM
5248
Purus Wealth Management
California
$148M -$6.06M -4% 118
CL
5249
COWA LLC
Oklahoma
$148M -$3.83M -3% 112
MMRF
5250
Michelson Medical Research Foundation
California
$148M +$7.56M +5% 28