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
SWA
6701
Safir Wealth Advisors
New Hampshire
$126M -$3.65M -3% 17
LFA
6702
Laraway Financial Advisors
Minnesota
$126M -$3.92M -3% 122
AUIM
6703
Aegon USA Investment Management
Iowa
$126M -$4.66M -4% 40
NJIM
6704
Nabity-Jensen Investment Management
Nebraska
$126M -$6.56M -5% 68
GA
6705
Gordian Advisors
Arizona
$126M -$515K -0.4% 39
EG
6706
Ellerson Group
Maryland
$126M -$11.3M -8% 52
CAM
6707
Clio Asset Management
Virginia
$126M -$9.83M -7% 16
ICMP
6708
Integrated Capital Management (Pennsylvania)
Pennsylvania
$126M -$904K -0.7% 75
KCM
6709
KRS Capital Management
Michigan
$126M -$15.8M -11% 113
DACS
6710
Dymon Asia Capital (Singapore)
Singapore
$126M -$17.4M -12% 104
MCP
6711
Militia Capital Partners
Nevada
$126M +$14.7M +13% 251
SMTF
6712
Sphera Management Technology Funds
Israel
$126M -$584K -0.5% 76
EWA
6713
EQ Wealth Advisors
Texas
$126M +$21.5M +21% 280
BRIA
6714
Balanced Rock Investment Advisors
Massachusetts
$125M -$916K -0.7% 92
DCM
6715
Davis Capital Management
Florida
$125M +$2.68M +2% 324
SRSA
6716
S.R. Schill & Associates
Washington
$125M +$5.85M +5% 33
IAIM
6717
Industrial Alliance Investment Management
Quebec, Canada
$125M -$3.32M -3% 6
PWM
6718
Parkworth Wealth Management
California
$125M +$5.06M +4% 1,311
CWMGO
6719
Capstone Wealth Management Group (Oregon)
Oregon
$125M -$6.39M -5% 104
APW
6720
Aurora Private Wealth
New Jersey
$125M -$8.33M -6% 169
WLC
6721
Walnut Level Capital
Colorado
$125M -$57.2M -31% 43
DP
6722
Diadema Partners
New Jersey
$125M +$36.4M +41% 117
TGV
6723
TRV GP V
Massachusetts
$125M -$169M -57% 4
HPM
6724
Helix Partners Management
New York
$125M -$67.6M -35% 19
EC
6725
Enhancing Capital
Pennsylvania
$125M -$457K -0.4% 94