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
WW
5376
Westshore Wealth
California
$149M +$2.95M +2% 101
JCA
5377
Jade Capital Advisors
New Jersey
$149M +$16.8M +13% 125
RDIA
5378
RE Dickinson Investment Advisors
Iowa
$149M +$16.9M +13% 341
BWM
5379
Benchmark Wealth Management
Connecticut
$149M -$6.04M -4% 49
CFC
5380
Client First Capital
California
$149M +$7.85M +6% 31
RB
5381
Renasant Bank
Mississippi
$149M +$1.61M +1% 221
AWA
5382
ARQ Wealth Advisors
Arizona
$149M +$7.82M +6% 52
RA
5383
RiverTree Advisors
Florida
$149M -$7.64M -5% 50
BU
5384
Builders Union
United Kingdom
$149M -$73.5M -33% 15
SIC
5385
Sterling Investment Counsel
New York
$148M +$807K +0.5% 161
ZC
5386
Zoom Communications
California
$148M -$82.7M -36% 2
CWM
5387
Capital Wealth Management
Rhode Island
$148M +$5.59M +4% 46
GAA
5388
Green Alpha Advisors
Colorado
$148M +$153K +0.1% 138
CPSC
5389
Carl P. Sherr & Co
Massachusetts
$148M -$17.1M -10% 128
BCA
5390
Boundary Creek Advisors
New York
$148M +$11.6M +8% 25
LWP
5391
Laurel Wealth Planning
Minnesota
$148M +$16.2M +12% 284
WMA
5392
West Michigan Advisors
Michigan
$148M +$13.9M +10% 141
BAM
5393
Beaumont Asset Management
Texas
$148M -$2.13M -1% 74
TB
5394
Treynor Bancshares
Iowa
$148M -$7.36M -5% 80
NL
5395
NEPC LLC
Massachusetts
$148M -$28.7M -16% 35
C
5396
Covestor
United Kingdom
$148M +$76.3M +107% 2,655
SC
5397
Saiph Capital
New Jersey
$148M -$4.55M -3% 43
ACM
5398
Altai Capital Management
California
$148M -$18.8M -11% 13
AC
5399
Aristides Capital
Kentucky
$147M -$25.9M -15% 321
BCP
5400
Blackhawk Capital Partners
Wisconsin
$147M -$18.2M -11% 106