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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
WFI
3476
West Family Investments
California
$352M -$14.9M -4% 12.3% 76.4% 360 30.83%
OCM
3477
Orchard Capital Management
Illinois
$352M +$10.8M +3% 5.58% 102% 54 24.07%
WCFA
3478
Walkner Condon Financial Advisors
Wisconsin
$352M +$198M +129% 3.9% 56.8% 223 49.78%
BRA
3479
Bender Robert & Associates
California
$351M +$4.55M +1% 6.8% 116% 46 2.17%
PW
3480
Peninsula Wealth
California
$351M -$20.7M -6% 5.93% 30% 70 10%
TFM
3481
TFC Financial Management
Massachusetts
$351M +$21.1M +6% 4.46% 60% 610 12.46%
NI
3482
Nextech Invest
Switzerland
$350M -$29.3M -8% 20.5% 631% 14 21.43%
LWA
3483
Lineweaver Wealth Advisors
Ohio
$350M +$3M +0.9% 4.39% 61.4% 146 13.01%
PCWA
3484
Pacific Capital Wealth Advisors
California
$350M +$2.6M +0.7% 4.71% 46.9% 96 10.42%
IC
3485
Inscription Capital
Texas
$350M -$16.2M -4% 2.25% 228 19.74%
HWM
3486
Holloway Wealth Management
Florida
$350M -$730K -0.2% 0.29% 50.7% 349 0%
GAM
3487
Gould Asset Management
California
$349M -$7.85M -2% 4.07% 37.6% 148 6.76%
CBTWT
3488
Community Bank & Trust (Waco, Texas)
Texas
$349M +$9.36M +3% 0.58% 76.6% 140 9.29%
BSWM
3489
Boston Standard Wealth Management
Massachusetts
$349M -$9.73M -3% 5.34% 42.9% 40 2.5%
CM
3490
Cartica Management
District of Columbia
$349M -$124M -26% 12.5% 92.9% 15 13.33%
DHGWA
3491
Dixon Hughes Goodman Wealth Advisors
North Carolina
$349M +$41.7M +14% 2.05% 1,119 29.67%
RPWA
3492
Regent Peak Wealth Advisors
Georgia
$349M -$19.2M -5% 3.78% 172 8.72%
SAM
3493
Summit Asset Management
Tennessee
$348M -$4.27M -1% 3.46% 43.3% 165 10.3%
MCM
3494
Marathon Capital Management
Maryland
$348M -$78.4M -18% 7.25% 70.9% 173 49.71%
ICVCFIA
3495
IDG China Venture Capital Fund IV Associates
Hong Kong
$348M -$152M -30% 30% 89.6% 4 0%
AW
3496
Avion Wealth
Texas
$348M -$6.04M -2% 0.74% 45.4% 445 9.44%
JHCP
3497
Jackson Hole Capital Partners
Oklahoma
$347M +$27.3M +9% 2.35% 71.4% 251 7.97%
RGC
3498
Roberts, Glore & Co
Illinois
$347M -$33.2M -9% 1.05% 59.4% 217 11.52%
ECM
3499
Engine Capital Management
New York
$347M -$30.3M -8% 3.93% 22.2% 37 27.03%
WFA
3500
WestHill Financial Advisors
California
$347M -$7.15M -2% 5.76% 55.9% 134 15.67%