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
DMBA
5376
Deseret Mutual Benefit Administrators
Utah
$197M -$19.1M -9% 498
SCMS
5377
Serenity Capital Management (Singapore)
Singapore
$196M +$34.8M +22% 4
BWIA
5378
Bryant Woods Investment Advisors
New York
$196M +$58.9M +43% 50
CWA
5379
Clarus Wealth Advisors
Arizona
$196M +$8.14M +4% 140
IAIM
5380
Industrial Alliance Investment Management
Quebec, Canada
$196M +$20M +11% 15
AI
5381
Anchor IV
Singapore
$196M +$22.5M +13% 1
SRWM
5382
Shira Ridge Wealth Management
California
$196M +$16.6M +9% 84
WA
5383
Waterford Advisors
New York
$196M -$42.5M -18% 56
IPA
5384
Investment Planning Advisors
Georgia
$196M $0 0% 59
SFP
5385
Strategic Financial Partners
Oregon
$196M +$14.3M +8% 70
PBO
5386
Peoples Bank (Ohio)
Ohio
$196M +$3.13M +2% 137
DLHL
5387
Donald L. Hagan LLC
Florida
$196M +$6.98M +4% 101
SFCM
5388
Savoir Faire Capital Management
Connecticut
$196M -$61.5M -24% 55
TC
5389
TAGStone Capital
North Carolina
$196M +$19.4M +11% 93
BAM
5390
Ballast Asset Management
Texas
$196M +$11.3M +6% 53
RC
5391
Riposte Capital
New York
$196M -$3.96M -2% 29
CI
5392
Cordant Inc
Oregon
$196M +$16.6M +9% 76
AFCM
5393
Alta Fox Capital Management
Texas
$196M +$38.1M +24% 20
CA
5394
CV Advisors
Florida
$196M +$16.3M +9% 21
SWM
5395
SK Wealth Management
Rhode Island
$195M 71
FWP
5396
Family Wealth Partners
North Carolina
$195M +$2.76M +1% 44
JWM
5397
Jupiter Wealth Management
Colorado
$195M +$6.79M +4% 104
KCM
5398
Kempner Capital Management
Texas
$195M +$6.78M +4% 54
AA
5399
AJ Advisors
Tennessee
$195M +$14.2M +8% 34
SOAG
5400
Silver Oak Advisory Group
Oregon
$195M +$14.9M +8% 70