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
W
3051
WPWealth
Texas
$506M +$17M +3% 96
B
3052
Bellecapital
Switzerland
$506M -$59.8M -11% 162
FRGX
3053
First Reserve GP XIII
Connecticut
$505M +$48.3M +11% 2
SGA
3054
Strategic Global Advisors
California
$505M -$41.8M -8% 152
GSEP
3055
Golden State Equity Partners
California
$505M -$18.1M -3% 477
BHPW
3056
Beverly Hills Private Wealth
California
$505M +$10.1M +2% 350
HI
3057
Hoey Investments
Pennsylvania
$505M -$82.9M -14% 403
DSC
3058
Duncker Streett & Co
Missouri
$505M -$33.9M -6% 541
MP
3059
Moment Partners
California
$505M -$20.2M -4% 119
GSWM
3060
Greenup Street Wealth Management
Michigan
$505M +$1.11M +0.2% 118
AIP
3061
Almanack Investment Partners
Pennsylvania
$505M -$144M -22% 204
ACA
3062
Affinity Capital Advisors
California
$504M -$27.1M -5% 160
HP
3063
Hound Partners
New York
$504M +$296M +142% 22
TWP
3064
TFO Wealth Partners
Ohio
$504M +$294M +139% 39
CCWM
3065
Correct Capital Wealth Management
Missouri
$504M +$2.07M +0.4% 115
SFWA
3066
Summit Financial Wealth Advisors
Louisiana
$504M -$7.26M -1% 158
JHCP
3067
Jackson Hole Capital Partners
Oklahoma
$504M +$8.74M +2% 287
LIM
3068
Lathrop Investment Management
Arkansas
$504M -$20.8M -4% 88
SFS
3069
Security Financial Services
Indiana
$504M +$12.6M +3% 178
PGAM
3070
Princeton Global Asset Management
New Jersey
$504M -$31.1M -6% 678
NCM
3071
Noesis Capital Mangement
Florida
$503M -$21.2M -4% 131
NWM
3072
Northwest Wealth Management
Iowa
$502M +$30.3M +6% 191
LWM
3073
LJI Wealth Management
Indiana
$502M -$5.58M -1% 188
IIC
3074
Integrated Investment Consultants
Michigan
$502M +$17.4M +4% 334
MWA
3075
Martel Wealth Advisors
Washington
$502M -$10.1M -2% 72