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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
TA
6676
TPG Advisors
Illinois
$160M -$221K -0.1% 0.95% 114 9.65%
MWM
6677
Mittelman Wealth Management
Massachusetts
$160M +$6.51M +4% 0.91% 54 24.07%
RB
6678
Robert Bosch
Germany
$160M -$21.1M -12% 10.4% 3 0%
CF
6679
CBM Financial
Texas
$160M +$13M +9% 1.59% 16 0%
PWSG
6680
Pacific Wealth Strategies Group
California
$160M -$16.4M -9% 4.44% 75.5% 66 13.64%
WU
6681
Washington University
Missouri
$160M -$37.6M -19% 14.9% 44% 5 60%
TPW
6682
Turn8 Private Wealth
$160M +$20.5M +15% 0.39% 58 32.76%
LCA
6683
Legend Capital Advisors
New York
$160M -$19.5M -11% 14.7% 161 66.46%
WHCI
6684
W.H. Cornerstone Investments
Massachusetts
$160M -$5.89M -4% 0.63% 47.2% 134 19.4%
SMF
6685
Sterling Manor Financial
New York
$160M -$375K -0.2% 0.49% 42.4% 41 19.51%
AIA
6686
Affinity Investment Advisors
California
$160M +$9.33M +6% 4.14% 120% 148 13.51%
RFS
6687
Richardson Financial Services
Massachusetts
$160M -$150M -48% 0.68% 665 17.89%
PWM
6688
Palacios Wealth Management
Florida
$160M +$29.2M +22% 7.18% 77 14.29%
FCM
6689
Fairbanks Capital Management
California
$160M -$21.6M -12% 6.97% 69.4% 57 14.04%
CSA
6690
Cornerstone Select Advisors
Missouri
$160M +$15.6M +11% 5.85% 135 21.48%
VCIM
6691
Velan Capital Investment Management
Georgia
$160M -$12.7M -7% 20.2% 2,525% 57 33.33%
BBA
6692
Braun-Bostich & Associates
Pennsylvania
$160M -$2.38M -1% 0.47% 59.5% 137 16.79%
EFG
6693
Erickson Financial Group
Pennsylvania
$160M -$3.27M -2% 4.27% 50.6% 25 0%
BFAG
6694
Blackston Financial Advisory Group
Florida
$160M -$4.76M -3% 2.56% 58.9% 114 17.54%
SA
6695
swisspartners Advisors
Switzerland
$159M +$21.4M +16% 24.5% 86.6% 24 4.17%
HCM
6696
Hahn Capital Management
California
$159M -$26.3M -14% 2.41% 42.1% 33 15.15%
RP
6697
RIHO Partners
Arizona
$159M +$862K +0.5% 2.05% 14 14.29%
USWIA
6698
UP Strategic Wealth Investment Advisors
Pennsylvania
$159M +$21.1M +15% 1.79% 101 16.83%
PBM
6699
Propel Bio Management
California
$159M +$41.5M +35% 0.95% 42 61.9%
OS
6700
Objectivity Squared
South Carolina
$159M -$20.1M -11% 1.97% 58 6.9%