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
CTWM
3451
Cherry Tree Wealth Management
Minnesota
$422M +$23.7M +6% 618
TAA
3452
TB Alternative Assets
Cayman Islands
$421M -$8.1M -2% 45
PA
3453
Parkside Advisors
California
$421M +$29.7M +8% 85
HCM
3454
Harspring Capital Management
New York
$421M +$25.7M +6% 18
GDS
3455
Gimbel Daniel Scott
$421M +$86.1M +26% 3
RC
3456
Reik & Co
New York
$420M +$33.6M +9% 57
SCM
3457
Stordahl Capital Management
Colorado
$420M +$20.7M +5% 52
BHWA
3458
Beacon Harbor Wealth Advisors
Virginia
$420M +$36M +9% 83
WPP
3459
Whalerock Point Partners
Rhode Island
$420M +$46.6M +12% 189
PSP
3460
Pacific Sage Partners
Washington
$420M +$16.7M +4% 109
APC
3461
Aspire Private Capital
North Carolina
$420M +$31.8M +8% 728
ECU
3462
Eisler Capital (UK)
United Kingdom
$420M +$112M +37% 255
ICVCFIA
3463
IDG China Venture Capital Fund IV Associates
Hong Kong
$420M -$17.1M -4% 4
CRWM
3464
Castle Rock Wealth Management
California
$419M +$18.7M +5% 258
KGAMU
3465
KPS Global Asset Management (UK)
United Kingdom
$419M +$82.6M +25% 4
SPC
3466
Stony Point Capital
New York
$419M +$29.2M +7% 44
SMI
3467
Shelter Mutual Insurance
Missouri
$419M +$34.3M +9% 58
BFIC
3468
Bedell Frazier Investment Counselling
California
$419M +$3.82M +0.9% 110
MFGM
3469
Marshall Financial Group (Maryland)
Maryland
$418M +$61M +17% 218
VPP
3470
Vertex Planning Partners
Illinois
$418M +$32.9M +9% 162
WC
3471
Wexford Capital
Florida
$418M +$23.2M +6% 241
CWM
3472
Chemistry Wealth Management
New York
$418M +$30.9M +8% 182
LS
3473
Liquid Strategies
Georgia
$418M +$37.7M +10% 15
CT
3474
Clearstead Trust
Maine
$418M +$15.6M +4% 440
FCFC
3475
First Commonwealth Financial Corp
Pennsylvania
$418M +$29.4M +8% 211