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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
BBWP
4976
Beacon Bridge Wealth Partners
Pennsylvania
$301M +$19.9M +7% 1.55% 52% 101 16.83%
CI
4977
Cooper Investors
Australia
$301M -$65.3M -18% 5.08% 49.8% 49 34.69%
LJHT
4978
Laurie J. Hall Trustee
$301M -$5.16M -2% 4.41% 96% 116 9.48%
PCM
4979
Punch Card Management
Florida
$301M -$21.5M -7% 3.43% 41% 6 16.67%
TWA
4980
Tulsa Wealth Advisors
Oklahoma
$301M 1.73% 110
VAM
4981
Vert Asset Management
California
$301M +$3.24M +1% 2.99% 43.6% 47 6.38%
HLCM
4982
Hi-Line Capital Management
South Dakota
$300M -$16.4M -5% 1.64% 57.5% 42 19.05%
OWM
4983
OneAscent Wealth Management
Alabama
$300M +$2.77M +0.9% 1.76% 50.6% 191 16.23%
KF
4984
Ketron Financial
California
$300M 2.96% 56
WG
4985
Wellington Group
Indiana
$300M 3.75% 397
PWM
4986
Prosperity Wealth Management
California
$300M +$5.76M +2% 1.74% 175% 309 41.1%
AM
4987
Aspect Management
California
$300M 24.8% 1
BFA
4988
Buttonwood Financial Advisors
Maryland
$300M +$9.51M +3% 3.8% 66.3% 106 4.72%
RP
4989
Ravenswood Partners
Virginia
$300M -$16.4M -5% 0.31% 37 10.81%
FRA
4990
Front Row Advisors
California
$300M +$2.37M +0.8% 2.65% 142% 573 4.54%
SAMC
4991
Spectrum Asset Management (California)
California
$300M +$15.4M +5% 2.14% 62.9% 126 26.19%
BC
4992
Barrett & Company
Rhode Island
$300M +$8.11M +3% 2.05% 74.8% 679 8.98%
SA
4993
Skyline Advisors
Washington
$300M +$9.3M +3% 0.62% 105 9.52%
TFA
4994
TPG Financial Advisors
Oregon
$300M +$31.1M +12% 0.92% 78 17.95%
SICM
4995
Sustainable Insight Capital Management
New York
$300M -$18.7M -6% 2.9% 150% 89 33.71%
ACM
4996
Argyle Capital Management
Pennsylvania
$300M +$10.3M +4% 4.17% 95.8% 139 4.32%
DP
4997
Denver PWM
Colorado
$299M -$21.3M -7% 0.97% 44.8% 78 2.56%
AU
4998
AlphaGrep UK
$299M 2.09% 657
CHJWM
4999
Carlton Hofferkamp & Jenks Wealth Management
Texas
$299M +$1.59M +0.5% 3.25% 58.2% 145 6.21%
AWA
5000
Alta Wealth Advisors
Massachusetts
$299M +$20.1M +7% 3.52% 120% 181 21.55%