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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
APW
5851
Atlantic Private Wealth
North Carolina
$88.9M -$8.11M -8% 42
PFP
5852
Paragon Financial Partners
California
$88.9M -$8.44M -9% 82
LF
5853
LifeSteps Financial
California
$88.7M -$7.2M -8% 78
CP
5854
Clayton Partners
California
$88.7M -$4.03M -4% 37
CSIA
5855
Conrad Siegel Investment Advisors
Pennsylvania
$88.7M -$3.35M -4% 28
MA
5856
McBroom & Associates
Nevada
$88.7M -$3.25M -4% 36
AFG
5857
Affinia Financial Group
Massachusetts
$88.6M -$30.2M -25% 32
TWM
5858
Trevian Wealth Management
Massachusetts
$88.6M -$3.52M -4% 37
SC
5859
Shearwater Capital
Colorado
$88.6M -$4.27M -5% 37
TAC
5860
Twenty Acre Capital
Pennsylvania
$88.6M -$9.82M -10% 24
SCM
5861
Soros Capital Management
New York
$88.5M -$86.7M -49% 42
GWMI
5862
Guardian Wealth Management (Illinois)
Illinois
$88.3M -$4.58M -5% 249
MIG
5863
Mariner Investment Group
New York
$88.3M -$5.88M -6% 205
LAS
5864
LWM Advisory Services
Florida
$88.3M +$4.87M +6% 124
AWA
5865
Aletheian Wealth Advisors
Washington
$88.1M -$10.4M -11% 56
HCVG
5866
H Capital V GP
Cayman Islands
$88M -$2.72M -3% 2
GPTE
5867
Generali Powszechne Towarzystwo Emerytalne
Poland
$88M -$5.76M -6% 28
MFS
5868
Monetta Financial Services
Illinois
$87.8M -$7.68M -8% 73
RFN
5869
Redwood Financial Network
Ohio
$87.7M -$4.06M -4% 137
UL
5870
Unionview LLC
Washington
$87.6M -$1.91M -2% 79
KLM
5871
Kennedy Lewis Management
New York
$87.6M -$3.36M -4% 20
BAM
5872
Broadcrest Asset Management
Florida
$87.6M -$7.99M -8% 8
DU
5873
Delphia (USA)
Ontario, Canada
$87.6M -$57.8M -40% 462
GP
5874
Geneva Partners
Wisconsin
$87.5M -$14.2M -14% 66
WSL
5875
Western Standard LLC
California
$87.4M -$44.5M -34% 42