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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
PBRA
4676
Pine Brook Road Advisors
New York
$247M +$44.5M +22% 33.2% 3 0%
BFA
4677
Bill Few Associates
Pennsylvania
$247M +$27.3M +12% 11.6% 81.8% 172 11.05%
RWM
4678
Reston Wealth Management
Virginia
$246M +$27.7M +13% 7.3% 60.7% 57 22.81%
PWS
4679
Peloton Wealth Strategists
Indiana
$246M +$15.3M +7% 6.85% 51.3% 97 10.31%
MWM
4680
MGB Wealth Management
Texas
$246M +$47.2M +24% 17.9% 268 5.22%
ECM
4681
Estuary Capital Management
Minnesota
$246M +$80.8M +49% 9.6% 22 45.45%
DW
4682
Dodds Wealth
Colorado
$246M +$50.8M +26% 3.64% 59 10.17%
AFA
4683
AllGen Financial Advisors
Florida
$246M +$53.4M +28% 3.74% 39.7% 40 25%
PWAC
4684
Private Wealth Advisors (California)
California
$246M -$10.7M -4% 6.22% 63.6% 81 17.28%
VIM
4685
Vista Investment Management
Pennsylvania
$246M +$30.4M +14% 5.68% 54.4% 184 10.33%
MCC
4686
Malaga Cove Capital
California
$245M +$8.43M +4% 8.97% 88.1% 192 14.58%
HWP
4687
Highline Wealth Partners
California
$245M +$38.9M +19% 12.8% 82.9% 458 16.16%
TCM
4688
Triumph Capital Management
Colorado
$245M +$9.69M +4% 5.2% 48.6% 270 37.04%
MAM
4689
MPM Asset Management
Massachusetts
$245M +$41.7M +20% 57.2% 5.89% 7 14.29%
ST
4690
Somerset Trust
Pennsylvania
$245M +$17M +7% 6.43% 69.7% 150 8.67%
LSA
4691
Lion Street Advisors
Texas
$245M +$651K +0.3% 7.71% 38% 251 0.4%
SCI
4692
Silver Coast Investments
United States
$245M +$24.8M +11% 4.58% 98 29.59%
SCGDR
4693
Sharp Capital Gestora de Recursos
Brazil
$245M +$49.8M +26% 23.4% 61.4% 6 33.33%
WPWM
4694
Windward Private Wealth Management
Kansas
$245M +$6.13M +3% 3.92% 35.5% 49 6.12%
RCS
4695
Retirement Capital Strategies
California
$245M +$13.9M +6% 6.49% 59% 87 40.23%
RL
4696
Rogco LP
Oklahoma
$245M +$15.8M +7% 6.9% 53.3% 264 15.53%
AFGAS
4697
Allegiance Financial Group Advisory Services
Virginia
$244M +$31.9M +15% 6.28% 62.6% 72 9.72%
OFG
4698
Omega Financial Group
California
$244M +$10.7M +5% 3.12% 45.2% 82 4.88%
MWM
4699
Magnolia Wealth Management
Alabama
$244M +$128M +110% 4.53% 45.4% 19 42.11%
OWMIAS
4700
One Wealth Management Investment & Advisory Services
Florida
$244M +$19.9M +9% 9.98% 158 29.11%