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
WFA
3351
WestHill Financial Advisors
California
$412M +$5.46M +1% 78
HFA
3352
High Falls Advisors
New York
$412M +$14.2M +4% 134
AS
3353
Akuna Securities
Illinois
$411M +$282M +218% 3
BHBT
3354
Burke & Herbert Bank & Trust
Virginia
$411M +$279M +210% 234
AC
3355
AlphaCore Capital
California
$411M +$35.3M +9% 217
TWP
3356
Tyche Wealth Partners
Texas
$411M +$2.32M +0.6% 298
RRA
3357
Round Rock Advisors
Connecticut
$411M -$6.73M -2% 193
ETS
3358
ESL Trust Services
New York
$411M +$28.6M +7% 270
EDRIA
3359
Edmonds Duncan Registered Investment Advisors
Kansas
$410M +$11.7M +3% 142
RA
3360
Riversedge Advisors
Delaware
$410M +$4.41M +1% 95
IP
3361
Ignite Planners
California
$410M +$52.9M +15% 308
LA
3362
LexAurum Advisors
Kansas
$410M +$12M +3% 319
VS
3363
VK Services
California
$410M -$139M -25% 7
MWM
3364
MinichMacGregor Wealth Management
New York
$410M +$17.8M +5% 114
MSA
3365
Marino Stram & Associates
Massachusetts
$409M -$13.1M -3% 171
PPC
3366
Park Presidio Capital
California
$409M -$30.5M -7% 11
WCM
3367
Wildcat Capital Management
New York
$409M +$133M +48% 20
KC
3368
Keenan Capital
California
$408M +$18M +5% 10
ODG
3369
O'Dell Group
Ohio
$408M $0 0% 90
SHFA
3370
SC&H Financial Advisors
Maryland
$408M +$23.9M +6% 147
AA
3371
Ashford Advisors
New York
$407M +$11.2M +3% 15
CLC
3372
Charles-Lim Capital
Hong Kong
$407M +$107M +36% 8
PWM
3373
PBMares Wealth Management
Virginia
$407M +$23.4M +6% 188
SI
3374
Squadra Investments
Brazil
$407M -$113M -22% 4
CWM
3375
Cranbrook Wealth Management
Michigan
$406M +$11.1M +3% 317