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
IWMWV
5601
Ironwood Wealth Management (West Virginia)
West Virginia
$218M +$6.46M +3% 22
BA
5602
Bluesphere Advisors
Pennsylvania
$218M +$17.6M +9% 99
IAM
5603
Infusive Asset Management
New York
$218M -$6.23M -3% 38
YWS
5604
Yarger Wealth Strategies
Ohio
$218M +$26.7M +14% 121
CIA
5605
Citadel Investment Advisory
Ohio
$218M +$11.6M +6% 83
BFS
5606
Burrus Financial Services
Utah
$218M +$9.01M +4% 10
TPF
5607
Tribridge Partners Financial
Maryland
$218M +$47.3M +28% 74
CWP
5608
Core Wealth Partners
California
$218M +$20.7M +11% 186
NERM
5609
New England Research & Management
Illinois
$218M +$7.19M +3% 178
BCM
5610
Birmingham Capital Management
Alabama
$218M -$8.53M -4% 99
WCP
5611
Wealthcare Capital Partners
Pennsylvania
$218M +$18.7M +9% 151
CCM
5612
Cobalt Capital Management
New Jersey
$218M +$4.5M +2% 35
HWM
5613
Howard Wealth Management
Connecticut
$218M +$19.7M +10% 134
II
5614
INCA Investments
Florida
$217M -$40.2M -16% 10
BAM
5615
Bellevue Asset Management
Washington
$217M +$11.8M +6% 504
NVCHI
5616
New Vernon Capital Holdings II
New Jersey
$217M +$8.92M +4% 86
FC
5617
Family CFO
California
$217M +$17.5M +9% 90
PC
5618
Powers Capital
California
$217M +$15.8M +8% 2
W
5619
WealthCollab
Washington
$217M +$38.9M +22% 996
ICM
5620
IMS Capital Management
Oregon
$217M +$2.74M +1% 157
HAFS
5621
Hapanowicz & Associates Financial Services
Pennsylvania
$217M +$18.6M +9% 35
CVSC
5622
C.V. Starr & Co
New York
$217M +$24.1M +13% 5
KCM
5623
KM Capital Management
Texas
$216M +$13.7M +7% 57
TLCM
5624
Twin Lakes Capital Management
California
$216M +$51.8M +32% 222
DSN
5625
D. Scott Neal
Kentucky
$216M +$15.6M +8% 59