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
VCIM
7401
Velan Capital Investment Management
Georgia
$106M +$6.52M +7% 61
PWP
7402
PrairieView Wealth Partners
Illinois
$106M +$10.1M +10% 29
CSIA
7403
Carl Stuart Investment Advisor
Texas
$106M -$89M -46% 19
ANBOT
7404
American National Bank of Texas
Texas
$106M 58
WDOM
7405
Wasserstein Debt Opportunities Management
New York
$106M +$14.5M +16% 1
STCOSD
7406
Sageworth Trust Company of South Dakota
South Dakota
$106M +$13.8M +15% 53
KP
7407
Kitching Partners
Pennsylvania
$106M +$7.31M +7% 43
SPW
7408
Surience Private Wealth
Washington
$106M -$828K -0.8% 44
CF
7409
Conquis Financial
California
$106M +$2.59M +3% 62
FWWM
7410
Fiscal Wisdom Wealth Management
Connecticut
$106M 82
BW
7411
BXM Wealth
Colorado
$106M +$21.4M +25% 139
AA
7412
Armor Advisors
New York
$106M +$4.86M +5% 17
2WWM
7413
21 West Wealth Management
California
$105M +$6.28M +6% 59
SGFG
7414
Silver Grove Financial Group
New York
$105M 113
RQS
7415
Ramsey Quantitative Systems
Kentucky
$105M +$4.58M +5% 12
WWA
7416
Wisconsin Wealth Advisors
Wisconsin
$105M +$18M +21% 88
HCA
7417
Harpswell Capital Advisors
Maine
$105M 35
PFA
7418
Providence Financial Advisors
Kansas
$105M 49
BG
7419
BRX Global
New York
$105M -$13.7M -12% 3
BGI
7420
B Group Inc
Texas
$105M -$11.2M -10% 20
LCM
7421
Lattice Capital Management
Washington
$104M +$13.5M +15% 24
1M
7422
13D Management
New York
$104M -$5.31M -5% 24
BM
7423
Brandywine Managers
Delaware
$104M +$3.62M +4% 39
RHCA
7424
Rosenthal Henry Capital Advisors
Indiana
$104M +$4.86M +5% 41
WCBA
7425
Weaver C. Barksdale & Associates
Tennessee
$104M -$356K -0.3% 63