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
FI
5426
FIDELIS iM
Oregon
$204M -$16.8M -8% 22
PF
5427
Parker Financial
Washington
$204M +$4.28M +2% 36
MWM
5428
Maltin Wealth Management
New Jersey
$204M -$1.82M -0.9% 133
CCIA
5429
Cherry Creek Investment Advisors
Colorado
$203M +$9.95M +5% 116
GCM
5430
Gunderson Capital Management
South Carolina
$203M -$32.7M -14% 53
USB
5431
Union Savings Bank
Connecticut
$203M -$631K -0.3% 303
DMBA
5432
Deseret Mutual Benefit Administrators
Utah
$203M +$6.77M +3% 500
EHWM
5433
Eads & Heald Wealth Management
Georgia
$203M -$7.83M -4% 145
TC
5434
TAGStone Capital
North Carolina
$203M +$7.45M +4% 94
AWM
5435
Avaii Wealth Management
Wisconsin
$203M +$5.14M +3% 150
BWM
5436
Benchmark Wealth Management
Connecticut
$203M +$697K +0.3% 54
SAM
5437
Sequent Asset Management
Texas
$203M +$574K +0.3% 95
AWA
5438
Adapt Wealth Advisors
Georgia
$203M +$16.3M +9% 81
TWM
5439
Trueblood Wealth Management
Ohio
$203M +$3.72M +2% 241
BWM
5440
Boyd Wealth Management
California
$203M +$5.41M +3% 51
DI
5441
Disciplined Investments
Oklahoma
$203M +$182K +0.1% 127
PPA
5442
Painted Porch Advisors
California
$203M +$5.11M +3% 534
SG
5443
Standard General
New York
$203M -$29.2M -13% 3
TP
5444
TenCore Partners
New York
$203M -$8.73M -4% 12
IWMWV
5445
Ironwood Wealth Management (West Virginia)
West Virginia
$203M -$1.41M -0.7% 23
HP
5446
Harbourvest Partners
Massachusetts
$203M +$10.3M +5% 39
PSA
5447
Plum Street Advisors
Louisiana
$203M +$5.06M +3% 90
SILC
5448
Starr Indemnity & Liability Company
New York
$203M 5
IQI
5449
Integrated Quantitative Investments
Washington
$202M 287
EA
5450
Ergawealth Advisors
Illinois
$202M +$679K +0.3% 65