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
3201
WPWealth
Texas
$489M +$7.06M +1% 97
PWM
3202
PBMares Wealth Management
Virginia
$489M +$10.5M +2% 206
MICM
3203
Matthews International Capital Management
California
$489M -$118M -19% 45
TC
3204
TAP Consulting
Missouri
$489M -$19M -4% 162
GC
3205
Gibson Capital
Pennsylvania
$489M -$2.21M -0.4% 81
HFM
3206
Hartford Financial Management
Connecticut
$488M -$1.07M -0.2% 397
CTAF
3207
Call To Action Foundation
Utah
$488M +$13.1M +3% 1
OWM
3208
Opes Wealth Management
California
$488M -$32.4M -6% 146
TWM
3209
Tolleson Wealth Management
Texas
$488M -$37.1M -7% 107
RRA
3210
Round Rock Advisors
Connecticut
$488M +$59.7M +14% 226
PDL
3211
Portfolio Design Labs
California
$487M +$129M +36% 197
SWP
3212
Summit Wealth Partners
Florida
$487M -$32.4M -6% 243
TFGT
3213
TS Financial Group (TSFG)
Illinois
$487M +$28.9M +6% 846
GRA
3214
Goehring & Rozencwajg Associates
New York
$487M -$3.83M -0.8% 46
HFS
3215
Hughes Financial Services
Virginia
$487M 65
PPW
3216
Pasadena Private Wealth
California
$487M +$16.8M +4% 164
CC
3217
Cannell Capital
Wyoming
$487M +$30.5M +7% 59
EC
3218
Engaged Capital
California
$486M -$130M -21% 10
EFG
3219
Everhart Financial Group
Ohio
$486M +$34.5M +8% 333
LSCM
3220
Light Street Capital Management
California
$486M +$81.8M +20% 32
AA
3221
Aire Advisors
California
$486M +$33.8M +7% 170
LS
3222
Liquid Strategies
Georgia
$486M +$67.7M +16% 16
WIM
3223
Warwick Investment Management
Texas
$485M +$63.4M +15% 111
ACM
3224
ADAR1 Capital Management
Texas
$485M -$111M -19% 309
GWMIA
3225
Global Wealth Management Investment Advisory
Florida
$485M +$21.8M +5% 153