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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
PWM
7901
Platt Wealth Management
California
$101M 44
VIS
7902
Vertex Investment Solutions
$101M 22
SPIG
7903
Silversmith Partners I GP
Massachusetts
$101M 1
IIM
7904
IFC & Insurance Marketing
California
$101M 759
BFP
7905
Birchwood Financial Partners
Minnesota
$101M 352
AFR
7906
Applied Fundamental Research
Massachusetts
$101M -$2.24M -2% 11
WAM
7907
Wernau Asset Management
Massachusetts
$101M +$4.04M +4% 46
MPEM
7908
Marathon Partners Equity Management
New York
$101M -$24.8M -20% 17
AIM
7909
Avanda Investment Management
Singapore
$101M -$26.5M -21% 31
AA
7910
Advisory Advocates
Michigan
$101M 168
VWA
7911
Vistica Wealth Advisors
California
$100M 45
SPL
7912
Smart Portfolios LLC
Washington
$100M -$3.25M -3% 108
RTC
7913
Real Talk Capital
Tennessee
$100M +$7.36M +8% 104
JF
7914
JMN Financial
Ohio
$100M 193
PFA
7915
Providence Financial Advisors
Kansas
$100M -$4.57M -4% 57
ICM
7916
Isabella Capital Management
$100M 7
TPM
7917
Totem Point Management
New York
$100M -$11.9M -11% 19
JMA
7918
J.M. Arbour
Maine
$100M 112
MBC
7919
Michael Brady & Co
Ohio
$100M 53
FA
7920
Fullerton Advisors
California
$100M 54
PRAG
7921
Portfolio Resources Advisor Group
Florida
$100M 143
JTF
7922
J. Team Financial
Texas
$100M +$1.5M +2% 96
XI
7923
XXEC Inc
Oklahoma
$100M -$18.5M -16% 25
MWC
7924
MKD Wealth Coaches
Michigan
$100M -$359K -0.4% 27
SPC
7925
Square Peg Capital
Australia
$100M -$10.6M -10% 9