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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
PHAM
5051
Palisades Hudson Asset Management
Florida
$220M -$17M -7% 107
AWMT
5052
AAFMAA Wealth Management & Trust
North Carolina
$220M -$7.88M -3% 79
NIWA
5053
New Insight Wealth Advisors
California
$220M +$20.6M +10% 96
MWA
5054
Medallion Wealth Advisors
Connecticut
$220M +$18.5M +9% 1,113
SHCM
5055
Silver Heights Capital Management
Ontario, Canada
$220M -$4.79M -2% 4
HCI
5056
Harraden Circle Investments
New York
$220M +$94.4M +75% 142
HC
5057
Headwater Capital
China
$220M +$32.5M +17% 15
ACP
5058
Albar Capital Partners
United Kingdom
$220M -$196M -47% 30
DF
5059
Dunhill Financial
United Kingdom
$220M +$4.89M +2% 1,019
RCWVOTCITCONY
5060
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York
New York
$220M +$81.5M +59% 3
PP
5061
Praetorian PR
Puerto Rico
$220M -$25.6M -10% 32
LC
5062
Lavaca Capital
Texas
$220M -$8.18M -4% 296
TPWA
5063
Twin Peaks Wealth Advisors
California
$220M -$16.2M -7% 153
RIA
5064
Realta Investment Advisors
Delaware
$219M -$24.6M -10% 375
MVP
5065
Miller Value Partners
Florida
$219M -$14.7M -6% 37
DWM
5066
Denver Wealth Management
Colorado
$219M -$2.8M -1% 90
BIG
5067
Boothe Investment Group
Delaware
$219M -$11M -5% 41
RWP
5068
Reliant Wealth Planning
Kentucky
$219M +$6M +3% 29
W
5069
WorthPointe
California
$219M -$21.6M -9% 100
PP
5070
Pacifica Partners
Canada
$219M -$12.4M -5% 527
FWP
5071
Family Wealth Partners
North Carolina
$219M +$8.71M +4% 51
SFPG
5072
Stonebridge Financial Planning Group
Florida
$219M -$4.84M -2% 168
TWM
5073
Trinity Wealth Management
Pennsylvania
$219M -$1.96M -0.9% 59
OCM
5074
Once Capital Management
New York
$219M -$1.29M -0.6% 19
ACA
5075
Ascension Capital Advisors
Texas
$219M -$10.5M -5% 41