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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
BCM
5751
Brooktree Capital Management
Michigan
$128M +$6.71M +6% 9.28% 82.9% 35 14.29%
TLA
5752
Tree Line Advisors
Hong Kong
$128M +$36.5M +40% 34.4% 670% 4 0%
MGB
5753
Mass General Brigham
Massachusetts
$128M -$12.1M -9% 10.4% 7 42.86%
HWM
5754
HighMark Wealth Management
Minnesota
$128M -$4.36M -3% 7.27% 110% 623 16.37%
WF
5755
Williams Financial
Vermont
$128M +$12.9M +11% 4.59% 28.5% 37 70.27%
FWP
5756
Firethorn Wealth Partners
Georgia
$128M +$9.6M +8% 5.94% 67.1% 147 25.17%
WAOI
5757
Wealth Advisors of Iowa
Iowa
$128M +$5.64M +5% 5.98% 60.9% 70 25.71%
EFH
5758
Eaton Financial Holdings
Florida
$128M +$10.9M +9% 4.73% 70 28.57%
OCP
5759
OCO Capital Partners
New York
$128M -$32.2M -20% 2.74% 679% 4 25%
HFP
5760
Holistic Financial Partners
Indiana
$128M +$16.1M +14% 4.25% 95.7% 109 14.68%
BC
5761
Birchview Capital
Vermont
$128M -$13.8M -10% 4.06% 327% 60 13.33%
AMC
5762
Asset Management Corp
Illinois
$128M +$8.45M +7% 11.2% 57.1% 153 24.18%
GWAM
5763
Guardian Wealth Advisors (Minnesota)
Minnesota
$128M +$15M +13% 4.99% 57.3% 70 10%
CBC
5764
Coombe, Bender & Co
New York
$128M +$17.9M +16% 4.31% 84 9.52%
MPW
5765
MGO Private Wealth
California
$128M -$91.5M -42% 6.26% 51.5% 138 54.35%
IFS
5766
Intelligent Financial Strategies
Minnesota
$128M +$8.79M +7% 3.95% 60.6% 96 4.17%
MMRF
5767
Michelson Medical Research Foundation
California
$128M -$26.9M -17% 1.51% 52.2% 31 32.26%
HHGC
5768
Hunting Hill Global Capital
New York
$127M -$25.8M -17% 5.72% 132% 119 62.18%
LFG
5769
Leverty Financial Group
Wisconsin
$127M +$10.5M +9% 6.06% 51.4% 29 3.45%
GWM
5770
GoalFusion Wealth Management
Texas
$127M +$3.23M +3% 4.14% 43.6% 24 20.83%
TCMX
5771
Technology Crossover Management XI
California
$127M 69.2% 112% 1
WDC
5772
Woodward Diversified Capital
California
$127M +$3.03M +2% 4.01% 107% 149 13.42%
PF
5773
Parker Financial
Washington
$127M +$9.69M +8% 5.54% 45% 45 26.67%
RFA
5774
Register Financial Advisors
Georgia
$127M -$29.5M -19% 6.08% 126% 867 45.1%
BCM
5775
Beryl Capital Management
California
$127M -$121M -49% 9.57% 3,932% 34 82.35%