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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
PMIA
6101
Patrick Mauro Investment Advisor
Illinois
$177M -$6.26M -3% 1.43% 28.4% 43 9.3%
ES
6102
Enavate Sciences
California
$177M +$43.8M +33% 44.7% 6 0%
GFL
6103
Granite FO LLC
New Hampshire
$177M +$490K +0.3% 4.26% 111% 189 1.59%
LIM
6104
Lagoda Investment Management
New York
$177M +$19.5M +12% 20.4% 193% 34 32.35%
BWM
6105
Birchcreek Wealth Management
Ohio
$177M +$18.1M +11% 9.05% 54.9% 121 9.92%
TF
6106
Tudor Financial
Ohio
$176M +$9.96M +6% 8.02% 144 13.19%
PAW
6107
Plan A Wealth
Nebraska
$176M +$47.4M +37% 7.59% 163 30.06%
GPWM
6108
Grant Private Wealth Management
California
$176M +$83.7M +90% 7.34% 151 76.16%
CI
6109
Canerector Inc
Ontario, Canada
$176M +$47.4M +37% 11.9% 10 0%
TS
6110
Twin Securities
New York
$176M -$17.3M -9% 3.01% 467% 24 70.83%
BOJHT
6111
Bank of Jackson Hole Trust
Wyoming
$176M +$21.5M +14% 10.6% 483 13.87%
RWRC
6112
R.W. Roge & Company
New York
$176M -$6.48M -4% 9.49% 57.7% 57 10.53%
RF
6113
RHS Financial
California
$176M -$2.27M -1% 7.89% 47.5% 152 30.26%
PWP
6114
Pursue Wealth Partners
California
$176M +$11.7M +7% 18.3% 94.9% 129 21.71%
EPIM
6115
Equinox Partners Investment Management
Connecticut
$176M +$1.44M +0.8% 4.39% 284% 10 20%
LWP
6116
Laurel Wealth Planning
Minnesota
$176M +$25.4M +17% 8.69% 41.6% 58 6.9%
S
6117
Sanofi
France
$176M +$9.8M +6% 2.12% 10 10%
NIA
6118
NBZ Investment Advisors
Tennessee
$176M +$2.02M +1% 10.9% 67 10.45%
FFG
6119
Foundry Financial Group
New Hampshire
$176M +$13.3M +8% 8.03% 63 7.94%
RCM
6120
Rockbridge Capital Management
Virginia
$176M +$12.2M +7% 4.63% 27 11.11%
MLRA
6121
Main Line Retirement Advisors
Montana
$176M +$21.7M +14% 8.36% 46 17.39%
FCM
6122
Fairbanks Capital Management
California
$176M +$20M +13% 17.1% 81.3% 55 3.64%
SGM
6123
Scalar Gauge Management
Texas
$176M +$11.5M +7% 16.1% 45 71.11%
PW
6124
Potentia Wealth
California
$175M -$37.8M -18% 11.1% 94 28.72%
JAM
6125
Jacobs Asset Management
New York
$175M +$15.6M +10% 6.42% 79.5% 35 28.57%