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
ORG
5526
Optimist Retirement Group
Washington
$221M +$12.7M +6% 131
KFS
5527
Kaizen Financial Strategies
California
$221M +$24.4M +12% 169
RWP
5528
Ridgecrest Wealth Partners
California
$221M +$31.7M +17% 119
GTAM
5529
Global Trust Asset Management
Florida
$221M +$34.1M +18% 529
MI
5530
Moneywise Inc
Virginia
$221M +$7.77M +4% 79
BCFD
5531
Boit C.F. David
$221M +$13.1M +6% 123
SOAG
5532
Silver Oak Advisory Group
Oregon
$221M +$14.6M +7% 80
LWMI
5533
Legacy Wealth Management (Idaho)
Idaho
$221M +$32M +17% 836
SIF
5534
State Insurance Fund
New York
$221M +$14.4M +7% 1
AWM
5535
AAF Wealth Management
Massachusetts
$221M +$1.23M +0.6% 49
MPW
5536
Melone Private Wealth
Michigan
$221M +$25.3M +13% 56
LC
5537
Lunate Capital
United Arab Emirates
$221M +$42.6M +24% 7
PP
5538
Patron Partners
Texas
$221M +$18.7M +9% 182
CRC
5539
Catawba River Capital
South Carolina
$220M +$23.7M +12% 20
EWM
5540
Endowment Wealth Management
Wisconsin
$220M +$26.4M +14% 164
ACM
5541
Adalta Capital Management
New York
$220M +$21M +11% 107
AP
5542
Aspect Partners
Virginia
$220M +$17.4M +9% 742
BCM
5543
Banyan Capital Management
Georgia
$220M +$25.7M +13% 56
LSC
5544
Logan Stone Capital
Illinois
$220M +$7.63M +4% 97
SMC
5545
Spider Management Company
Virginia
$220M -$44.4M -17% 2
VM
5546
VPR Management
Texas
$220M +$7.04M +3% 61
HDA
5547
Harold Davidson & Associates
California
$220M +$65.7M +43% 68
DWM
5548
Dogwood Wealth Management
Kansas
$220M +$15.2M +7% 818
AIA
5549
Alternative Investment Advisors
Florida
$220M +$18.5M +9% 66
WA
5550
Westfuller Advisors
New York
$220M +$44.6M +25% 761