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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
SP
5476
Saranac Partners
$256M -$296M -54% 3.4% 69% 237 70.46%
TWA
5477
Trellis Wealth Advisors
California
$256M +$9.98M +4% 2.58% 57.2% 44 13.64%
MAWCM
5478
Mine & Arao Wealth Creation & Management
California
$256M +$9.41M +4% 4.47% 92% 80 8.75%
PCM
5479
Pavaki Capital Management
Colorado
$255M 12.3% 131
NA
5480
NVP Associates
California
$255M +$89.2M +54% 33.3% 953% 6 16.67%
HAFS
5481
Hapanowicz & Associates Financial Services
Pennsylvania
$255M +$38.6M +18% 1.81% 58.5% 36 11.11%
AWMT
5482
AAFMAA Wealth Management & Trust
North Carolina
$255M +$3.08M +1% 1.35% 58.8% 99 31.31%
TGI
5483
TRV GP IV
Massachusetts
$255M -$18.8M -7% 44.9% 1,102% 2 0%
WAP
5484
Wealth Analytics Partners
California
$255M 1.79% 47
BAM
5485
Brilliance Asset Management
Hong Kong
$255M +$67.3M +36% 3.64% 39.2% 9 55.56%
BCVI
5486
Bain Capital Venture Investors
Massachusetts
$255M +$141M +124% 14.5% 34.2% 4 75%
SCM
5487
Spreng Capital Management
Ohio
$255M +$3.94M +2% 2.02% 72.5% 81 14.81%
UFAC
5488
Urban Financial Advisory Corp
Illinois
$255M +$40M +19% 1.24% 54 3.7%
SWM
5489
SFG Wealth Management
Maryland
$255M +$23.7M +10% 3.06% 82.1% 145 21.38%
CCP
5490
Cane Capital Partners
Louisiana
$254M 3.01% 144
FPW
5491
Flagship Private Wealth
Massachusetts
$254M +$5.54M +2% 2.38% 62.7% 119 11.76%
ACM
5492
Aubrey Capital Management
United Kingdom
$254M -$63.1M -20% 2.2% 296% 67 43.28%
RA
5493
Ruggaard & Associates
Ohio
$254M -$13.3M -5% 1.63% 47.6% 128 11.72%
RA
5494
Ransom Advisory
Rhode Island
$254M +$31.9M +14% 4.92% 442 33.94%
SWM
5495
Shrier Wealth Management
California
$254M 3.69% 126
HBS
5496
Howard Bailey Securities
Indiana
$254M -$97.5M -28% 1.77% 163 25.15%
EPW
5497
Evergreen Private Wealth
Colorado
$254M +$7M +3% 2.58% 238 61.76%
AA
5498
ACT Advisors
North Carolina
$254M +$5.95M +2% 2.14% 69.8% 77 20.78%
MWA
5499
Mills Wealth Advisors
Texas
$254M +$7.76M +3% 2.29% 37.4% 75 12%
FWM
5500
FMB Wealth Management
California
$253M +$17.3M +7% 3.64% 71.1% 96 12.5%