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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
PAW
6176
Plan A Wealth
Nebraska
$176M +$47.4M +37% 7.59% 163 30.06%
GPWM
6177
Grant Private Wealth Management
California
$176M +$83.7M +90% 7.34% 151 76.16%
CI
6178
Canerector Inc
Ontario, Canada
$176M +$47.4M +37% 11.9% 10 0%
TS
6179
Twin Securities
New York
$176M -$17.3M -9% 3.01% 506% 24 70.83%
BOJHT
6180
Bank of Jackson Hole Trust
Wyoming
$176M +$21.5M +14% 10.6% 483 13.87%
RWRC
6181
R.W. Roge & Company
New York
$176M -$6.48M -4% 9.49% 68.1% 57 10.53%
RF
6182
RHS Financial
California
$176M -$2.27M -1% 7.89% 57.8% 152 30.26%
PWP
6183
Pursue Wealth Partners
California
$176M +$11.7M +7% 18.3% 108% 129 21.71%
EPIM
6184
Equinox Partners Investment Management
Connecticut
$176M +$1.44M +0.8% 4.39% 241% 10 20%
LWP
6185
Laurel Wealth Planning
Minnesota
$176M +$25.4M +17% 8.69% 53.1% 58 6.9%
S
6186
Sanofi
France
$176M +$9.8M +6% 2.12% 10 10%
NIA
6187
NBZ Investment Advisors
Tennessee
$176M +$2.02M +1% 10.9% 67 10.45%
FFG
6188
Foundry Financial Group
New Hampshire
$176M +$13.3M +8% 8.03% 63 7.94%
RCM
6189
Rockbridge Capital Management
Virginia
$176M +$12.2M +7% 4.63% 27 11.11%
RWA
6190
Resolute Wealth Advisor
Ohio
$176M 9.28% 78
MLRA
6191
Main Line Retirement Advisors
Montana
$176M +$21.7M +14% 8.36% 46 17.39%
FCM
6192
Fairbanks Capital Management
California
$176M +$20M +13% 17.1% 81.3% 55 3.64%
SGM
6193
Scalar Gauge Management
Texas
$176M +$11.5M +7% 16.1% 45 71.11%
PW
6194
Potentia Wealth
California
$175M -$37.8M -18% 11.1% 94 28.72%
JAM
6195
Jacobs Asset Management
New York
$175M +$15.6M +10% 6.42% 114% 35 28.57%
CB
6196
Chris Bulman
California
$175M +$17.1M +11% 7.62% 141 29.08%
PCP
6197
Pantera Capital Partners
California
$175M +$27M +18% 373% 5 80%
WA
6198
Westfuller Advisors
New York
$175M +$25.6M +17% 7.2% 115 15.65%
MCM
6199
Mendel Capital Management
Arkansas
$175M +$10.2M +6% 9.41% 101 10.89%
ACM
6200
Avos Capital Management
Washington
$175M +$23.8M +16% 4.1% 47 40.43%