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
TWA
7101
Trace Wealth Advisors
California
$138M +$4.64M +3% 72
PIA
7102
Polaris Investment Advisors
Massachusetts
$138M 73
DAM
7103
Diamant Asset Management
Connecticut
$138M +$2.56M +2% 73
BWM
7104
BAM Wealth Management
Colorado
$138M +$9.17M +7% 178
EFP
7105
Elser Financial Planning
Indiana
$138M +$55.3M +67% 82
ICVCFVA
7106
IDG China Venture Capital Fund V Associates
Hong Kong
$138M -$19.7M -12% 1
LBC
7107
Lane Brothers & Co
Arizona
$138M 83
SF
7108
SageOak Financial
Oklahoma
$138M +$2.19M +2% 33
OIM
7109
Oder Investment Management
California
$138M -$1.18M -0.8% 106
SGC
7110
Slocum, Gordon & Co
Rhode Island
$138M +$12.7M +10% 61
HA
7111
HFG Advisors
Ohio
$138M +$2.41M +2% 119
AFW
7112
Avantra Family Wealth
Pennsylvania
$138M +$4.23M +3% 165
HPBT
7113
Hickory Point Bank & Trust
Illinois
$138M +$4.06M +3% 132
KCM
7114
Kultura Capital Management
Utah
$138M 48
TL
7115
TowerView LLC
New York
$138M +$396K +0.3% 16
GCIG
7116
Grand Central Investment Group
Florida
$138M 43
SA
7117
swisspartners Advisors
Switzerland
$138M +$16M +13% 24
SFC
7118
Summit Financial Consulting
Michigan
$138M +$12.4M +10% 45
SR
7119
Summer Road
Florida
$138M -$11.5M -8% 22
USWIA
7120
UP Strategic Wealth Investment Advisors
Pennsylvania
$138M +$4.26M +3% 96
OCA
7121
OEP Capital Advisors
New York
$138M +$14M +11% 1
MCM
7122
M28 Capital Management
Connecticut
$138M +$69.6M +102% 9
AC
7123
Anson Capital
Georgia
$137M +$4.09M +3% 87
GAAM
7124
Grand Alliance Asset Management
Hong Kong
$137M -$24.3M -15% 13
MFG
7125
Mendota Financial Group
Wisconsin
$137M +$3.49M +3% 116