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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
FWM
6726
FMFE Wealth Management
New York
$109M +$7.48M +7% 7.6% 25 16%
DFC
6727
DB Fitzpatrick & Co
Idaho
$109M +$4.7M +5% 4.77% 37.1% 93 23.66%
TI
6728
TrueMark Investments
Illinois
$109M +$8.4M +8% 10.6% 115 35.65%
WCBA
6729
Weaver C. Barksdale & Associates
Tennessee
$109M +$6.66M +7% 8.11% 40.1% 64 6.25%
CPL
6730
Corecam Pte Ltd
$109M +$15.9M +17% 5.24% 30 26.67%
NBT
6731
Northwest Bank & Trust
Iowa
$109M -$2.09M -2% 11% 201 6.47%
IA
6732
Incentive AS
Norway
$109M +$740K +0.7% 0.69% 1 0%
GA
6733
Gordian Advisors
Arizona
$109M +$7.2M +7% 5.75% 31 29.03%
BSHC
6734
Breed's Hill Capital
Massachusetts
$109M +$5.39M +5% 9.11% 97 12.37%
CGF
6735
Constant Guidance Financial
Massachusetts
$109M +$10.4M +11% 12.9% 48 47.92%
AC
6736
AWH Capital
Texas
$109M +$8.99M +9% 14% 139% 27 7.41%
MC
6737
Marest Capital
California
$109M +$10.9M +11% 10.2% 26 38.46%
SI
6738
Seeds Investor
New York
$109M +$20.1M +23% 11.4% 203 43.84%
CTA
6739
Camelot Technology Advisors
California
$108M +$10.4M +11% 7.74% 64 10.94%
CPI
6740
Crestview Partners IV
New York
$108M +$38M +54% 53.4% 48.2% 2 0%
GPA
6741
Guerra Pan Advisors
New Jersey
$108M +$3.34M +3% 14.4% 105% 110 15.45%
TPCM
6742
Templeton & Phillips Capital Management
Tennessee
$108M +$9.96M +10% 9.74% 70.2% 44 52.27%
DWS
6743
Discipline Wealth Solutions
South Carolina
$108M +$7.83M +8% 2.89% 26 23.08%
NFGH
6744
Nan Fung Group Holdings
Hong Kong
$108M -$52.6M -33% 20.7% 244% 50 32%
ULWM
6745
Upper Left Wealth Management
Florida
$108M +$5.83M +6% 3.54% 43.1% 65 18.46%
CCG
6746
Coastwise Capital Group
California
$108M +$9.83M +10% 9.54% 88.8% 125 12%
NU
6747
Northwestern University
Illinois
$108M -$4.51M -4% 13.7% 31.6% 6 0%
LWA
6748
Ledgewood Wealth Advisors
New Hampshire
$108M -$696K -0.6% 1.91% 63 11.11%
SFS
6749
Sharp Financial Services
Pennsylvania
$108M +$15.3M +17% 8.06% 92 15.22%
MIA
6750
MeadowBrook Investment Advisors
Michigan
$107M +$2.62M +2% 9.04% 350 5.71%