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
BSWM
3301
Boston Standard Wealth Management
Massachusetts
$455M -$59.7M -12% 49
GS
3302
Gagnon Securities
New York
$455M -$41.8M -8% 99
DW30
3303
Drucker Wealth 3.0
New Jersey
$454M +$20.9M +5% 161
PIA
3304
Pinion Investment Advisors
Kansas
$454M +$202M +81% 165
CAMV
3305
Concord Asset Management (Virginia)
Virginia
$454M -$1.29M -0.3% 141
GG
3306
GenWealth Group
New Jersey
$454M +$14.3M +3% 80
WAM
3307
Winslow Asset Management
Ohio
$453M -$48.5M -10% 80
TCP
3308
ThornTree Capital Partners
Massachusetts
$453M -$143M -24% 23
RC
3309
RV Capital
Switzerland
$453M -$13.6M -3% 11
FNC
3310
First National Corp
Massachusetts
$453M +$11.2M +3% 163
MWM
3311
Mattern Wealth Management
Kansas
$452M -$1.35M -0.3% 174
CCA
3312
Carrera Capital Advisors
Michigan
$451M +$24.3M +6% 155
FC
3313
Fulcrum Capital
Washington
$451M -$26.5M -6% 123
NC
3314
NBW Capital
Massachusetts
$451M -$88.7M -16% 109
MSA
3315
Marino Stram & Associates
Massachusetts
$450M -$1.5M -0.3% 175
WCA
3316
Westover Capital Advisors
Delaware
$450M -$4.16M -0.9% 257
PFMOSF
3317
Philadelphia Financial Management of San Francisco
California
$450M -$47.3M -10% 64
CT
3318
Clearstead Trust
Maine
$449M -$13.4M -3% 881
LCM
3319
Liberty Capital Management
Michigan
$449M -$1.54M -0.3% 163
OM
3320
Opaleye Management
Massachusetts
$449M -$122M -21% 54
LWP
3321
LMG Wealth Partners
Louisiana
$449M -$9.97M -2% 138
RA
3322
Riversedge Advisors
Delaware
$448M +$6.09M +1% 121
DA
3323
Dash Acquisitions
California
$448M -$21.5M -5% 66
RBCM
3324
Raub Brock Capital Management
California
$448M -$22.8M -5% 44
TFF
3325
The Family Firm
Maryland
$448M -$1.9M -0.4% 220