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
IA
6126
Integrity Advisory
Kansas
$102M 80
KWM
6127
Kolinsky Wealth Management
New Jersey
$102M -$6.23M -6% 166
BPGAM
6128
BTG Pactual Global Asset Management
Bermuda
$102M +$5.79M +6% 89
CAIMH
6129
Central Asset Investments & Management Holdings
Hong Kong
$102M -$42.9M -30% 78
MFG
6130
Menard Financial Group
Texas
$101M -$20.5M -17% 159
DWA
6131
Delos Wealth Advisors
Texas
$101M -$3.59M -3% 466
JC
6132
JCSD Capital
California
$101M -$487K -0.5% 67
FWM
6133
Forefront Wealth Management
Pennsylvania
$101M -$3.66M -3% 64
ATGP
6134
Addition Three General Partner
New York
$101M -$24.8M -20% 1
TBNY
6135
Trustco Bank (New York)
New York
$101M -$13.5M -12% 71
HFW
6136
Horizon Family Wealth
Illinois
$101M +$2.74M +3% 64
GWMI
6137
Guardian Wealth Management (Illinois)
Illinois
$101M -$3.2M -3% 243
OFG
6138
OmniStar Financial Group
North Carolina
$101M +$2.89M +3% 124
NCM
6139
Northland Capital Management
Minnesota
$101M -$16.7M -14% 23
LCM
6140
Linker Capital Management
Kentucky
$101M -$3.52M -3% 40
CA
6141
Carson Advisory
Georgia
$101M +$1.83M +2% 146
DFC
6142
DB Fitzpatrick & Co
Idaho
$100M -$6.6M -6% 76
KCM
6143
KLK Capital Management
California
$100M -$4.63M -4% 57
SF
6144
SBK Financial
Virginia
$100M -$25M -20% 133
VVM
6145
Versant Venture Management
California
$100M -$86.8M -46% 10
BC
6146
Belmont Capital
California
$100M -$27.4M -21% 82
ONSWM
6147
Old North State Wealth Management
North Carolina
$100M +$852K +0.9% 63
CWMGP
6148
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$100M -$23M -19% 82
BGCI
6149
Bertram Growth Capital III
California
$100M -$83.2M -45% 1
SC
6150
Sinecera Capital
Texas
$100M -$3.21M -3% 27