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
ADIM
5576
Alpha DNA Investment Management
Maryland
$183M +$6.59M +4% 261
MA
5577
Mudita Advisors
United Kingdom
$183M -$12.6M -6% 19
IWA
5578
IVC Wealth Advisors
Pennsylvania
$183M +$3.9M +2% 175
GAA
5579
Global Assets Advisory
Florida
$183M +$120M +191% 174
HWM
5580
HighMark Wealth Management
Minnesota
$183M +$16.5M +10% 625
FAFN
5581
First Affirmative Financial Network
Colorado
$183M +$38.6M +27% 303
TVWM
5582
Tower View Wealth Management
Wisconsin
$183M +$8.47M +5% 197
RSA
5583
River Street Advisors
Illinois
$183M +$21.4M +13% 149
LIM
5584
Loudon Investment Management
New Hampshire
$182M +$12.5M +7% 101
MPCL
5585
My Personal CFO LLC
Washington
$182M -$4.93M -3% 102
OFA
5586
Onyx Financial Advisors
Idaho
$182M +$15.2M +9% 16
RCM
5587
Regency Capital Management
Hawaii
$182M +$26.6M +17% 54
LWM
5588
Lakeridge Wealth Management
Ohio
$182M +$15.6M +9% 156
LAI
5589
Legal Advantage Investments
California
$182M +$8.33M +5% 101
CHA
5590
Cooper/Haims Advisors
New York
$182M +$3.58M +2% 90
ASP
5591
Adams Street Partners
Illinois
$182M -$61M -25% 9
EW
5592
Elyxium Wealth
California
$182M 120
IFS
5593
Intelligent Financial Strategies
Minnesota
$182M +$19.1M +12% 82
CCAM
5594
Cascades Capital Asset Management
North Carolina
$182M 101
DWAM
5595
Duncan Williams Asset Management
Tennessee
$181M +$62.9M +53% 130
RC
5596
Roubaix Capital
Colorado
$181M +$23.2M +15% 66
FHWM
5597
Fox Hill Wealth Management
Massachusetts
$181M +$18M +11% 141
SWA
5598
Sightline Wealth Advisors
Connecticut
$181M +$20.8M +13% 88
KHCM
5599
Kirtland Hills Capital Management
Ohio
$181M +$61.2M +51% 140
FFAM
5600
Forge First Asset Management
Canada
$181M -$49.5M -21% 51