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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
PFA
5926
Plotkin Financial Advisors
Maryland
$205M +$2.68M +1% 104
OW
5927
Olistico Wealth
Oklahoma
$205M +$15.7M +8% 341
SFG
5928
Socha Financial Group
New York
$205M -$31.8M -13% 25
EC
5929
ECP ControlCo
New Jersey
$205M -$46.1M -18% 4
RF
5930
RHS Financial
California
$205M +$12.1M +6% 153
SGH
5931
Sivik Global Healthcare
Connecticut
$205M +$14.3M +8% 65
TDWM
5932
Topel & Distasi Wealth Management
California
$205M +$2.16M +1% 61
GPW
5933
Gray Private Wealth
Massachusetts
$205M +$6.48M +3% 49
AWP
5934
Avid Wealth Partners
Texas
$205M +$3.48M +2% 71
SERBOO
5935
School Employees Retirement Board of Ohio
Ohio
$205M +$10.7M +6% 5
LFA
5936
Lauterbach Financial Advisors
Texas
$204M +$5.57M +3% 87
PAW
5937
Plan A Wealth
Nebraska
$204M +$7.9M +4% 191
CI
5938
Canerector Inc
Ontario, Canada
$204M +$8.35M +4% 10
HCA
5939
Hyperion Capital Advisors
New York
$204M +$17.3M +9% 70
LWM
5940
Latko Wealth Management
Illinois
$204M +$7.04M +4% 34
GSP
5941
Grafton Street Partners
Florida
$204M +$18.6M +10% 12
MCM
5942
McDonough Capital Management
Florida
$204M +$5.38M +3% 53
MSWM
5943
Mader & Shannon Wealth Management
Missouri
$204M $0 0% 23
PSAMP
5944
P. Schoenfeld Asset Management (PSAM)
New York
$204M -$149M -42% 46
BWM
5945
Birchcreek Wealth Management
Ohio
$204M +$10.1M +5% 122
TOTUOP
5946
Trustees of The University of Pennsylvania
Pennsylvania
$204M 3
CPI
5947
Crestview Partners III
New York
$204M -$149M -42% 3
MDP
5948
Millbank Dartmoor Portsmouth
North Carolina
$203M 1
WMRU
5949
William Marsh Rice University
Texas
$203M +$57.5M +39% 2
BMA
5950
Brooks Moore & Associates
Tennessee
$203M +$6.18M +3% 111