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
SRWM
5501
Shira Ridge Wealth Management
California
$175M +$8.13M +5% 77
IFU
5502
iSAM Funds (UK)
United Kingdom
$175M +$34.5M +25% 361
HAFG
5503
Hansen & Associates Financial Group
California
$175M -$16.5M -9% 19
MA
5504
Menlo Advisors
California
$175M +$12.1M +7% 29
TWM
5505
Trueblood Wealth Management
Ohio
$175M +$15.2M +10% 233
AIC
5506
Aurora Investment Counsel
Georgia
$175M +$20.8M +14% 124
MM
5507
MQS Management
New York
$174M -$5.64M -3% 711
OPOWM
5508
One Plus One Wealth Management
Florida
$174M +$9.93M +6% 106
EWA
5509
Etesian Wealth Advisors
Oregon
$174M +$7.84M +5% 112
CIG
5510
Cairn Investment Group
Washington
$174M +$14M +9% 67
LIM
5511
Loudon Investment Management
New Hampshire
$174M +$12.4M +8% 99
GWM
5512
Gibbs Wealth Management
Georgia
$174M 192
QS
5513
Quantitative Strategies
California
$174M +$8.7M +5% 21
EECFV
5514
EnCap Energy Capital Fund VIII
Texas
$174M +$15.5M +10% 3
APC
5515
Alpine Peaks Capital
New York
$174M +$8.99M +5% 23
ACM
5516
AUA Capital Management
Pennsylvania
$174M +$12.9M +8% 95
S
5517
ShariaPortfolio
Florida
$174M +$26.4M +18% 40
MPCL
5518
My Personal CFO LLC
Washington
$174M +$19.9M +13% 98
SAI
5519
Savvy Advisors Inc
New York
$173M +$70.5M +68% 228
IWA
5520
IVC Wealth Advisors
Pennsylvania
$173M +$12.5M +8% 171
TCM
5521
Tyro Capital Management
Florida
$173M +$31.3M +22% 20
BCP
5522
BlackBarn Capital Partners
New York
$173M +$21.5M +14% 30
CCM
5523
Colorado Capital Management
Colorado
$173M +$20.4M +13% 92
CI
5524
Cordant Inc
Oregon
$172M +$9.22M +6% 156
HIA
5525
HTG Investment Advisors
Connecticut
$172M +$19.3M +13% 64