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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
PPW
6076
PACK Private Wealth
Minnesota
$126M 8.7% 52.8% 38
ATGP
6077
Addition Three General Partner
New York
$126M 13.2% 1
AXA
6078
Accel XI Associates
California
$126M -$28.8M -19% 5.75% 2 50%
HS
6079
HighVista Strategies
Massachusetts
$126M -$25.5M -17% 5.08% 622% 143 62.94%
AC
6080
Applied Capital
Arkansas
$126M +$11.3M +10% 4.58% 52.6% 52 13.46%
LA
6081
Lifeworks Advisors
Michigan
$126M 10.8% 80.4% 111
RFA
6082
Resurgent Financial Advisors
Georgia
$125M 10.7% 86.4% 130
NCMW
6083
Northern Capital Management (Washington)
Washington
$125M +$8.42M +7% 6.69% 80% 44 9.09%
GCS
6084
Gordian Capital (Singapore)
Singapore
$125M 7.54% 321% 128
PCI
6085
Planning Center Inc
Illinois
$125M 6.21% 38.9% 52
WFA
6086
Wells Financial Advisors
Massachusetts
$125M +$6.95M +6% 6.98% 54% 64 10.94%
SF
6087
SBK Financial
Virginia
$125M 12.9% 132
WCM
6088
Whitefort Capital Management
New York
$125M 2.58% 243% 40
PHIMC
6089
Private Harbour Investment Management & Counsel
Ohio
$125M +$11.5M +10% 8.82% 82.6% 60 8.33%
EIM
6090
Ervin Investment Management
Washington
$125M 12.1% 84.3% 31
FFWM
6091
Future Financial Wealth Management
Ohio
$125M +$27.8M +29% 5.8% 59.5% 559 78%
KCMRT
6092
Kemper Corp Master Retirement Trust
Illinois
$125M +$378K +0.3% 0.3% 21.9% 2 0%
EA
6093
Echo45 Advisors
California
$125M 4.52% 49.9% 90
TC
6094
Touchstone Capital
Pennsylvania
$125M +$15.1M +14% 7.89% 17 11.76%
MW
6095
Milestone Wealth
New York
$125M 5.19% 245
BCPWM
6096
Bradley & Co Private Wealth Management
Florida
$125M +$8.84M +8% 8.9% 174 8.62%
IPCP
6097
Iron Park Capital Partners
New York
$125M 1.4% 48
GWAM
6098
Guardian Wealth Advisors (Minnesota)
Minnesota
$125M +$12.3M +11% 6.29% 57.3% 68 10.29%
HSG
6099
Helen Stephens Group
Texas
$125M 6.88% 49.5% 57
WF
6100
Wayfinding Financial
Washington
$125M 10.7% 68.3% 86