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
SIC
5351
Starr International Company
Switzerland
$149M +$89.4M +149% 3
HWM
5352
HighMark Wealth Management
Minnesota
$149M -$8.45M -5% 558
RGF
5353
Retirement Guys Formula
Ohio
$149M +$23.3M +18% 149
IP
5354
Ignite Planners
California
$149M -$4.47M -3% 197
WWM
5355
Wolff Wiese Magana
California
$149M -$5.7M -4% 888
PWM
5356
Peterson Wealth Management
Nevada
$149M -$683K -0.5% 70
SPFA
5357
Summit Place Financial Advisors
New Jersey
$149M +$4.36M +3% 115
IAC
5358
ION Acquisition Corp
Israel
$149M -$23.2M -13% 5
CWM
5359
Chicago Wealth Management
Illinois
$149M -$174K -0.1% 49
SMG
5360
Smart Money Group
Texas
$149M -$7.64M -5% 71
SW
5361
Signify Wealth
Missouri
$149M -$12.1M -8% 34
CH
5362
CVS Health
Rhode Island
$149M +$34.6M +30% 6
OWP
5363
Old Well Partners
North Carolina
$149M -$12.9M -8% 50
WW
5364
Westshore Wealth
California
$149M +$2.95M +2% 101
JCA
5365
Jade Capital Advisors
New Jersey
$149M +$16.8M +13% 125
RDIA
5366
RE Dickinson Investment Advisors
Iowa
$149M +$16.9M +13% 341
BWM
5367
Benchmark Wealth Management
Connecticut
$149M -$6.04M -4% 49
CFC
5368
Client First Capital
California
$149M +$7.85M +6% 31
RB
5369
Renasant Bank
Mississippi
$149M +$1.61M +1% 221
AWA
5370
ARQ Wealth Advisors
Arizona
$149M +$7.82M +6% 52
RA
5371
RiverTree Advisors
Florida
$149M -$7.64M -5% 50
BU
5372
Builders Union
United Kingdom
$149M -$73.5M -33% 15
SIC
5373
Sterling Investment Counsel
New York
$148M +$807K +0.5% 161
ZC
5374
Zoom Communications
California
$148M -$82.7M -36% 2
CWM
5375
Capital Wealth Management
Rhode Island
$148M +$5.59M +4% 46