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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
BFG
6476
Birch Financial Group
New Hampshire
$175M +$5.59M +3% 2.31% 147 19.05%
TP
6477
Teca Partners
Texas
$175M +$16.8M +11% 1.5% 86.3% 14 35.71%
EA
6478
Echo45 Advisors
California
$175M +$4.65M +3% 1.31% 49.9% 76 26.32%
GWCM
6479
Godshalk Welsh Capital Management
Pennsylvania
$175M +$809K +0.5% 1.44% 54.7% 139 10.79%
KWA
6480
Kellett Wealth Advisors
Ohio
$175M +$9.37M +6% 2.21% 68.1% 84 15.48%
LDNAM
6481
Lepercq De Neuflize Asset Management
New York
$175M +$1.6M +0.9% 2.45% 19 63.16%
QAM
6482
QSM Asset Management
United Kingdom
$175M +$34.8M +25% 3.11% 22 13.64%
LG
6483
LAM Group
Oregon
$175M +$13.4M +8% 2.76% 54.3% 75 5.33%
HHMI
6484
Howard Hughes Medical Institute
Maryland
$175M +$4.07M +2% 2.49% 59.3% 506 2.37%
4WM
6485
4J Wealth Management
Virginia
$175M +$4.5M +3% 2.19% 68.2% 102 11.76%
TIM
6486
Thor Investment Management
Ohio
$175M +$8.37M +5% 7.03% 48 6.25%
MBWA
6487
Marin Bay Wealth Advisors
California
$175M 2.63% 120
AWMNY
6488
Arcadia Wealth Management (New York)
New York
$174M +$9.73M +6% 2.31% 61 11.48%
SC
6489
Shearwater Capital
Colorado
$174M +$5.68M +3% 3.2% 64.2% 53 5.66%
OWA
6490
Oak Wealth Advisors
Illinois
$174M +$2.08M +1% 2.93% 61 6.56%
HP
6491
Harbourvest Partners
Massachusetts
$174M -$30.9M -15% 14.4% 6.18% 11 54.55%
PFS
6492
Prospect Financial Services
New York
$174M +$253K +0.1% 1.48% 114 17.54%
RFA
6493
ROI Financial Advisors
Oregon
$174M +$6.62M +4% 6.6% 69 8.7%
FF
6494
Farrow Financial
Vermont
$174M +$1.71M +1% 2.42% 56 10.71%
SGF
6495
Stephens Greth Foundation
Texas
$174M 2.41% 4
KCM
6496
KRS Capital Management
Michigan
$174M +$8.32M +5% 5.43% 233% 121 12.4%
CFS
6497
Coordinated Financial Services
Colorado
$174M +$17.9M +11% 1.86% 185 15.68%
TCPG
6498
Trivant Custom Portfolio Group
California
$174M -$20.9M -11% 1.91% 86.1% 87 18.39%
RCA
6499
Runnymede Capital Advisors
Ohio
$174M +$52.2M +43% 1.91% 125 84.8%
LWA
6500
Ledgewood Wealth Advisors
New Hampshire
$174M +$4.64M +3% 1.42% 75 6.67%