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
HA
3276
Herold Advisors
New York
$459M -$1.64M -0.4% 283
LWP
3277
LMG Wealth Partners
Louisiana
$459M +$22M +5% 136
MCCP
3278
Mission Creek Capital Partners
California
$458M +$28.6M +7% 243
SRC
3279
Sage Rhino Capital
California
$458M +$6.83M +2% 297
LAM
3280
L2 Asset Management
Massachusetts
$458M +$90.3M +25% 268
GA
3281
Greenspring Advisors
Maryland
$458M +$212K +0% 103
WC
3282
Westwind Capital
New Mexico
$458M +$46.2M +11% 56
AFIA
3283
America First Investment Advisors
Nebraska
$458M +$12M +3% 42
GPWA
3284
Great Point Wealth Advisors
Massachusetts
$457M -$10.7M -2% 63
ISWM
3285
Independent Solutions Wealth Management
New York
$457M +$14.9M +3% 178
FRGX
3286
First Reserve GP XIII
Connecticut
$457M +$82.6M +22% 1
MF
3287
Manchester Financial
California
$457M -$4.18M -0.9% 117
FFG
3288
Fiduciary Financial Group
California
$456M +$20.6M +5% 301
IP
3289
Ignite Planners
California
$456M +$19.4M +4% 322
AC
3290
Almitas Capital
California
$456M +$173M +61% 112
IRC
3291
Investors Research Corp
Georgia
$455M -$2.44M -0.5% 997
CMA
3292
Cedar Mountain Advisors
Oregon
$455M +$11.5M +3% 395
CAMV
3293
Concord Asset Management (Virginia)
Virginia
$455M +$12.5M +3% 134
AC
3294
AlphaCore Capital
California
$455M +$16.3M +4% 244
TI
3295
Think Investments
California
$455M -$57.2M -11% 20
PCTC
3296
Perkins Coie Trust Company
Washington
$454M +$3.54M +0.8% 293
WCA
3297
Westover Capital Advisors
Delaware
$454M -$65.9M -13% 255
BW
3298
Bison Wealth
Georgia
$454M -$174M -28% 444
MIP
3299
Marietta Investment Partners
Wisconsin
$454M -$17.3M -4% 174
TAM
3300
TCP Asset Management
Ohio
$453M +$19.6M +5% 96