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
CIA
3726
Compass Ion Advisors
Pennsylvania
$311M +$32.6M +12% 107
TA
3727
TRB Advisors
New York
$311M +$34.5M +12% 8
KLI
3728
Kelman-Lazarov Inc
Tennessee
$311M +$25.2M +9% 87
NC
3729
NinePointTwo Capital
California
$311M +$52.5M +20% 204
TAM
3730
Tucker Asset Management
Colorado
$310M +$32.8M +12% 462
DCM
3731
Divisar Capital Management
California
$310M +$18.1M +6% 31
CWS
3732
Confluence Wealth Services
Pennsylvania
$310M 1,284
DDSF
3733
Diana Davis Spencer Foundation
Maryland
$310M -$3.6M -1% 3
FCFC
3734
First Commonwealth Financial Corp
Pennsylvania
$310M +$32.3M +12% 179
PCM
3735
Poehling Capital Management
Wisconsin
$310M +$13.6M +5% 145
SRC
3736
Stone Run Capital
New York
$310M +$18M +6% 67
SC
3737
Scholtz & Company
Connecticut
$309M +$26.8M +9% 77
CWP
3738
Curated Wealth Partners
California
$309M +$130M +73% 155
PWAC
3739
Private Wealth Advisors (California)
California
$309M -$18.1M -6% 108
PCP
3740
Polunin Capital Partners
United Kingdom
$309M +$184M +148% 12
BEI
3741
Benjamin Edwards Inc
Missouri
$309M +$144M +88% 739
PFM
3742
Peak Financial Management
Massachusetts
$309M +$13.7M +5% 80
LCP
3743
Legacy Capital Partners
Wisconsin
$309M +$32.4M +12% 147
FL
3744
Fort LP
Maryland
$309M +$8.21M +3% 313
GLCM
3745
Greenlea Lane Capital Management
Connecticut
$308M +$2.36M +0.8% 11
PWM
3746
Praetorian Wealth Management
California
$308M +$12.9M +4% 61
ACM
3747
Alight Capital Management
New York
$308M +$35.7M +13% 78
WKWM
3748
Walter & Keenan Wealth Management
Indiana
$308M +$13.1M +4% 155
AIA
3749
Absolute Investment Advisers
Florida
$307M +$22.1M +8% 74
AG
3750
Aravt Global
New York
$307M -$49M -14% 13