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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
MWC
4201
MBM Wealth Consultants
Missouri
$205M -$36.2M -15% 9.69% 52.6% 323 15.17%
SOCM
4202
SR One Capital Management
Pennsylvania
$204M +$8.99M +5% 6.56% 485% 4 25%
TBWA
4203
Three Bridge Wealth Advisors
California
$204M -$153M -43% 26.7% 169% 91 13.19%
TAA
4204
TB Alternative Assets
Cayman Islands
$204M -$87M -30% 17.1% 325% 46 39.13%
HC
4205
Hillman Company
Pennsylvania
$204M -$63.8M -24% 24.9% 134% 17 29.41%
AC
4206
AWM Capital
Arizona
$204M +$41.5M +26% 12.9% 37.7% 66 24.24%
THWM
4207
Taylor Hoffman Wealth Management
Virginia
$204M -$45.6M -18% 13.1% 47.8% 143 14.69%
KRC
4208
Kehrs Ridge Capital
New Jersey
$204M +$94.2M +86% 1.74% 41 82.93%
AJ
4209
Ashburton (Jersey)
Jersey
$204M -$47.1M -19% 15.4% 49 16.33%
BOCH
4210
Blue Owl Capital Holdings
New York
$204M -$23.6M -10% 26.1% 113% 37 16.22%
LFA
4211
Landmark Financial Advisors
Kentucky
$203M -$4.77M -2% 11.7% 11.8% 85 7.06%
PA
4212
PSI Advisors
Florida
$203M -$39.5M -16% 15% 47.5% 884 25%
GTAM
4213
Global Trust Asset Management
Florida
$203M -$37.4M -16% 12.7% 109% 483 19.46%
WFG
4214
Wills Financial Group
Virginia
$203M -$34.8M -15% 12.2% 51.7% 71 14.08%
FRA
4215
Front Row Advisors
California
$203M -$44.8M -18% 15.8% 122% 969 6.81%
JWS
4216
Juncture Wealth Strategies
Arizona
$203M -$7.52M -4% 2.45% 71.5% 122 20.49%
NHFG
4217
New Harbor Financial Group
Massachusetts
$203M -$79.7M -28% 9.54% 80.6% 35 34.29%
FCCPG
4218
FountainVest China Capital Partners GP3
Cayman Islands
$203M +$22.4M +12% 12.4% 88.9% 1 0%
B
4219
BetterWealth
California
$203M +$128M +171% 13.4% 55.7% 49 51.02%
LFS
4220
Legacy Financial Strategies
Kansas
$203M -$32M -14% 13.9% 67.1% 70 15.71%
WWM
4221
WT Wealth Management
Arizona
$203M -$57.9M -22% 12% 66.6% 128 27.34%
SI
4222
SimpliFi Inc
California
$203M -$17.5M -8% 7.73% 26.7% 34 8.82%
SAMC
4223
Spectrum Asset Management (California)
California
$203M -$52.3M -21% 9.34% 56.5% 116 25.86%
MG
4224
Meditor Group
Bermuda
$202M -$37.5M -16% 2.22% 41.1% 4 0%
FP
4225
Fiduciary Planning
Florida
$202M +$20M +11% 10.5% 43.7% 40 7.5%