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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
CC
7726
CF Capital
Massachusetts
$92.9M 4.02% 46
RA
7727
Raffles Associates
New York
$92.8M -$4.61M -5% 4.42% 50% 59 35.59%
BIA
7728
Baer Investment Advisory
California
$92.8M 3.68% 24
TBNY
7729
Trustco Bank (New York)
New York
$92.7M -$6.85M -7% 2.23% 131% 69 4.35%
UFA
7730
Uptown Financial Advisors
Texas
$92.7M 0.17% 65
PFW
7731
Petros Family Wealth
Minnesota
$92.7M 2.25% 130
GPWM
7732
Grant Private Wealth Management
California
$92.7M 9.34% 111
CP
7733
Camelot Portfolios
Ohio
$92.7M -$9.02M -9% 0.23% 41.3% 148 13.51%
PWM
7734
Palacios Wealth Management
Florida
$92.6M 9.07% 63
KCM
7735
Kennondale Capital Management
Virginia
$92.6M 1.68% 80
PWP
7736
PrairieView Wealth Partners
Illinois
$92.5M +$16.1K +0% 0.39% 21 19.05%
SRHG
7737
Stone Ridge Holdings Group
New York
$92.5M 7.72% 33
MSA
7738
Marathon Strategic Advisors
Pennsylvania
$92.4M -$2.2M -2% 2.99% 39 12.82%
LWA
7739
LifeGoal Wealth Advisors
New York
$92.2M 0.4% 61
GC
7740
GatePass Capital
Ohio
$92.2M 10.8% 108
CWD
7741
Clarity Wealth Development
Oregon
$92.1M 2.41% 46
BI
7742
BFI Infinity
Switzerland
$92M 4.36% 44
SWTS
7743
Stonehaven Wealth & Tax Solutions
Wisconsin
$91.9M 2.49% 83
GIM
7744
Guild Investment Management
California
$91.9M +$941K +1% 3.74% 101% 51 45.1%
Vanguard Capital Wealth Advisors
7745
Vanguard Capital Wealth Advisors
Colorado
$91.8M -$3.29M -3% 7.37% 225% 134 28.36%
HFCII
7746
H&F Corporate Investors IX
California
$91.8M +$7.82M +9% 9.31% 62.7% 1 0%
LSL
7747
Legacy Solutions LLC
Pennsylvania
$91.8M 0.33% 69
MGM
7748
Miura Global Management
New York
$91.7M +$4.58M +5% 12.9% 375% 30 40%
NWA
7749
Navis Wealth Advisors
New York
$91.5M -$905K -1% 1.83% 107% 112 14.29%
PHIMC
7750
Private Harbour Investment Management & Counsel
Ohio
$91.3M -$3.6M -4% 1.2% 82.6% 39 7.69%