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
FWM
6501
FMA Wealth Management
Massachusetts
$110M 38
CFAM
6502
Center For Asset Management
Florida
$110M +$9.5M +9% 110
OC
6503
Oppenheimer & Close
New York
$110M +$9.46M +9% 57
SRCM
6504
Signature Resources Capital Management
California
$110M 405
MCM
6505
Magnolia Capital Management
New York
$110M +$6.73M +7% 130
LOIP
6506
Live Oak Investment Partners
Texas
$110M -$6.46M -6% 298
4WM
6507
4J Wealth Management
Virginia
$109M +$9M +9% 91
FWM
6508
FMB Wealth Management
California
$109M +$16.3M +17% 63
F4L
6509
Fortune 45 LLC
Louisiana
$109M +$9.48M +9% 28
HFAS
6510
Hummer Financial Advisory Services
Illinois
$109M +$11.3M +11% 99
WMRU
6511
William Marsh Rice University
Texas
$109M -$17.2M -14% 5
PMSA
6512
Patrick M. Sweeney & Associates
Illinois
$109M 127
APW
6513
Axim Planning & Wealth
Ohio
$109M -$3.88M -3% 33
TCM
6514
Tao Capital Management
California
$109M -$19.8M -15% 13
LIA
6515
LifePlan Investment Advisors
North Carolina
$109M +$15.2M +16% 70
ECM
6516
Empirical Capital Management
Tennessee
$109M 14
QUSVM
6517
Qiming U.S. Ventures Management
Washington
$109M +$33.9M +45% 8
KDIA
6518
KPCB DGF II Associates
California
$109M -$18.9M -15% 2
EWA
6519
Elevate Wealth Advisory
Georgia
$109M 110
TC
6520
Tsai Capital
New York
$109M +$4.38M +4% 24
PIS
6521
POM Investment Strategies
North Carolina
$109M 231
NF
6522
NavPoint Financial
Minnesota
$109M 43
AS
6523
American Securities
New York
$109M -$30.7M -22% 1
RC
6524
Rareview Capital
Nevada
$109M 38
1CP
6525
17 Capital Partners
Arizona
$109M 93