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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
WLPWM
4551
Walled Lake Planning & Wealth Management
Illinois
$266M +$21.4M +9% 136
UIA
4552
UG Investment Advisers
Taiwan
$266M -$28.8M -10% 13
CW
4553
Cabot-Wellington
Massachusetts
$266M +$10.7M +4% 4
BIP
4554
Bouvel Investment Partners
Pennsylvania
$266M +$7.4M +3% 81
GCS
4555
Gordian Capital (Singapore)
Singapore
$266M +$90.3M +51% 213
PIP
4556
Peachtree Investment Partners
Florida
$266M +$10.9M +4% 115
MP
4557
Mediatel Partners
Texas
$266M +$18.1M +7% 3
VAM
4558
Verity Asset Management
North Carolina
$266M +$10.6M +4% 238
VIM
4559
Vista Investment Management
Pennsylvania
$265M +$18.4M +7% 177
SFS
4560
Shaker Financial Services
Virginia
$265M +$18M +7% 177
CI
4561
Ceera Investments
Texas
$265M +$28.9M +12% 104
LFP
4562
Leeward Financial Partners
Washington
$265M +$18.8M +8% 89
BP
4563
Bandera Partners
New York
$265M -$10.9M -4% 20
MAM
4564
Mystic Asset Management
Rhode Island
$265M +$17.3M +7% 178
PPH
4565
Pure Portfolios Holdings
Oregon
$265M 105
FLA
4566
Financial Life Advisors
Texas
$265M +$18.4M +7% 57
OFCM
4567
One Fin Capital Management
California
$265M +$13.2M +5% 27
SWM
4568
Seaside Wealth Management
California
$265M +$23.3M +10% 61
CPWA
4569
Cerro Pacific Wealth Advisors
California
$265M +$3.01M +1% 150
AWA
4570
ARQ Wealth Advisors
Arizona
$264M +$33.4M +14% 96
MCM
4571
Multicoin Capital Management
Texas
$264M -$43.6M -14% 4
PA
4572
Pineridge Advisors
Missouri
$264M -$28.8M -10% 684
VW
4573
Vance Wealth
California
$264M +$20.6M +8% 101
MHP
4574
Manatuck Hill Partners
Connecticut
$264M +$37.2M +16% 152
HBS
4575
Howard Bailey Securities
Indiana
$264M 164