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
TCM
5701
Tandem Capital Management
New Jersey
$179M -$7.84M -4% 117
AIA
5702
Arcadia Investment Advisors
Idaho
$179M -$4.69M -3% 80
CWL
5703
Causey Wealth LLC
Colorado
$179M +$7.24M +4% 72
LD
5704
Lipe & Dalton
New York
$179M -$9.84M -5% 97
MMHP
5705
Murphy Middleton Hinkle & Parker
Georgia
$179M +$1.7M +1% 137
GA
5706
Guerra Advisors
Florida
$179M -$1.68M -0.9% 68
GAM
5707
GEM Asset Management
Michigan
$179M -$777K -0.4% 100
VF
5708
Vawter Financial
Ohio
$178M +$12M +7% 107
TW
5709
Traveka Wealth
California
$178M -$2.95M -2% 157
IF
5710
IRON Financial
Illinois
$178M +$387K +0.2% 135
UOMF
5711
University of Massachusetts Foundation
Massachusetts
$178M -$7.6M -4% 4
RF
5712
RHS Financial
California
$178M -$15M -8% 148
GCP
5713
Garda Capital Partners
Minnesota
$178M +$54M +44% 295
OAS
5714
Optivise Advisory Services
Tennessee
$178M -$7.39M -4% 210
JWWM
5715
Johnson & White Wealth Management
Pennsylvania
$178M +$12.9M +8% 102
GECH
5716
Garnet Equity Capital Holdings
New York
$178M +$11.6M +7% 21
B
5717
Birchbrook
Maine
$178M +$2.06M +1% 305
AWA
5718
Aletheian Wealth Advisors
Washington
$178M +$8.76M +5% 97
TCG
5719
Transcendent Capital Group
Oklahoma
$178M -$15.5M -8% 448
NC
5720
Napatree Capital
Rhode Island
$178M +$7.5M +4% 202
SCM
5721
Solas Capital Management
Connecticut
$178M +$27.2M +18% 22
WQ
5722
Wealth Quarterback
New Jersey
$178M -$35.3M -17% 135
KCM
5723
Kempner Capital Management
Texas
$178M -$4.5M -2% 52
NWM
5724
Napa Wealth Management
California
$178M -$53.6M -23% 222
YWM
5725
Yoder Wealth Management
California
$178M -$3.36M -2% 112