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
WIA
5526
Wetzel Investment Advisors
Indiana
$174M +$4.63M +3% 1,181
AC
5527
Applied Capital
Arkansas
$174M +$5.84M +3% 40
PFA
5528
Peak Financial Advisors
Colorado
$174M +$10M +6% 89
TVWM
5529
Tower View Wealth Management
Wisconsin
$174M +$3.29M +2% 201
CIS
5530
Custom Index Systems
New York
$174M -$1.66M -0.9% 313
LAM
5531
Lifestyle Asset Management
Texas
$174M +$4.76M +3% 115
EA
5532
Evolution Advisers
Virginia
$174M +$4.56M +3% 206
CWM
5533
Chicago Wealth Management
Illinois
$174M +$5.59M +3% 55
RCAP
5534
Resolute Capital Asset Partners
Colorado
$174M -$17.4M -9% 70
NAG
5535
Northstar Advisory Group
New Jersey
$174M +$8.63M +5% 102
LIM
5536
Lagoda Investment Management
New York
$174M +$10.8M +7% 40
AI
5537
Anchor IV
Singapore
$174M +$41.7M +32% 1
LAI
5538
Legal Advantage Investments
California
$174M -$5.22M -3% 107
TCG
5539
Transcendent Capital Group
Oklahoma
$174M +$1.39M +0.8% 470
RWS
5540
Resolute Wealth Strategies
Mississippi
$174M +$8.47M +5% 98
IRM
5541
Income Research & Management
Massachusetts
$173M +$25.2M +17% 20
M
5542
MYeCFO
California
$173M +$2.91M +2% 57
BFP
5543
Briaud Financial Planning
Texas
$173M -$2.71M -2% 146
AC
5544
Athos Capital
Hong Kong
$173M +$91.5M +112% 55
NI
5545
NetEase Inc
China
$173M -$70.9M -29% 2
BC
5546
Bowman & Company
Wisconsin
$173M +$7.37M +4% 102
ECM
5547
EMC Capital Management
Texas
$173M +$5.39M +3% 281
PMIA
5548
Patrick Mauro Investment Advisor
Illinois
$172M -$3.58M -2% 44
6F
5549
626 Financial
Michigan
$172M +$6.75M +4% 112
MWA
5550
MN Wealth Advisors
Kansas
$172M +$10.7M +7% 105