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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
PW
5126
Potentia Wealth
California
$259M -$13.9M -5% 97
BFA
5127
Bluestem Financial Advisors
Illinois
$259M +$73.4K +0% 34
QP
5128
Quartz Partners
New York
$259M -$9.92M -4% 192
CC
5129
Colrain Capital
Massachusetts
$259M +$76.7M +42% 27
CCAM
5130
Codex Capital Asset Management
Texas
$259M -$16.6M -6% 35
HCM
5131
HMS Capital Management
Tennessee
$259M +$16.8M +7% 121
PCM
5132
Ping Capital Management
New York
$259M +$7.48M +3% 82
BFP
5133
Beacon Financial Planning
Massachusetts
$258M +$50.8M +25% 76
GWM
5134
Glass Wealth Management
Texas
$258M +$14.3M +6% 68
MCA
5135
Mendon Capital Advisors
Florida
$258M +$2.81M +1% 74
OFS
5136
OMC Financial Services
New York
$258M -$10.4M -4% 66
SI
5137
Stash Investments
New York
$258M +$8.43M +3% 5
T
5138
TrustBank
Illinois
$258M +$18.1M +8% 166
AWMT
5139
AAFMAA Wealth Management & Trust
North Carolina
$258M +$2.64M +1% 103
CAG
5140
Carroll Advisory Group
Texas
$258M +$26.4M +11% 75
PAP
5141
Persistent Asset Partners
Hong Kong
$258M +$49.5M +24% 426
AC
5142
AMS Capital
Brazil
$257M -$989K -0.4% 16
TC
5143
Towle & Co
Colorado
$257M -$121M -32% 68
HC
5144
Hillman Company
Pennsylvania
$257M -$31.3M -11% 17
GCCM
5145
Gate City Capital Management
Illinois
$257M +$26M +11% 19
MM
5146
Monolith Management
Hong Kong
$257M +$47.1M +22% 39
EBWM
5147
Eagle Bluffs Wealth Management
Missouri
$257M +$9.96M +4% 82
BMCM
5148
Burns Matteson Capital Management
New York
$257M +$7.62M +3% 220
HFRG
5149
Houlihan Financial Resource Group
Virginia
$257M -$6.39M -2% 110
PHAM
5150
Palisades Hudson Asset Management
Florida
$257M -$1.36M -0.5% 109