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
VW
3351
Vantage Wealth
California
$442M -$22.1M -5% 33
IIA
3352
IPG Investment Advisors
California
$442M +$2.52M +0.6% 204
TC
3353
Triata Capital
Hong Kong
$442M +$201M +83% 13
SCP
3354
Shorepoint Capital Partners
Massachusetts
$442M +$4.59M +1% 105
PEGL
3355
P/E Global LLC
Massachusetts
$442M -$2.51M -0.6% 5
WCCM
3356
Webs Creek Capital Management
Texas
$442M +$27M +7% 21
BMWS
3357
Brady Martz Wealth Solutions
North Dakota
$442M +$27.2M +7% 144
NWA
3358
New World Advisors
Massachusetts
$442M +$26.8M +6% 83
CMAI
3359
Capital Management Associates Inc
Minnesota
$442M +$175M +65% 140
VIA
3360
Vickerman Investment Advisors
Washington
$441M +$73.5M +20% 85
LRWA
3361
Long Run Wealth Advisors
New York
$441M +$23.7M +6% 109
PCTC
3362
Perkins Coie Trust Company
Washington
$441M -$13.5M -3% 493
BA
3363
BCM Advisors
Louisiana
$441M -$6.81M -2% 70
MW
3364
Maia Wealth
Colorado
$441M -$23.7M -5% 363
AAM
3365
AR Asset Management
California
$440M -$1.06M -0.2% 115
JWM
3366
JFG Wealth Management
Colorado
$440M +$3.7M +0.8% 99
WPA
3367
West Paces Advisors
Georgia
$439M +$29.3M +7% 589
CA
3368
Calton & Associates
Florida
$438M +$212M +94% 350
WCM
3369
Woodson Capital Management
Connecticut
$438M -$90.1M -17% 35
CIM
3370
CIM Investment Management
Pennsylvania
$438M +$96.2M +28% 252
DL
3371
DOHJ LLC
Washington
$438M +$4.97M +1% 157
MVM
3372
Medicxi Ventures Management
Jersey
$438M -$91.4M -17% 5
DFG
3373
Delta Financial Group
New Jersey
$438M +$10.5M +2% 267
AFFA
3374
ALM First Financial Advisors
Texas
$438M +$14.4M +3% 28
NHT
3375
New Hampshire Trust
New Hampshire
$437M -$37.4M -8% 179