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
WCP
3751
Waterfront Capital Partners
New York
$402M -$182M -31% 44
FPW
3752
Fairvoy Private Wealth
Alabama
$402M +$38.6M +11% 190
MCB
3753
Morton Community Bank
Illinois
$402M +$20.3M +5% 115
WWG
3754
West Wealth Group
California
$402M +$63.9M +19% 120
BONH
3755
Bank of New Hampshire
New Hampshire
$402M +$19.9M +5% 479
BIA
3756
Barry Investment Advisors
Massachusetts
$402M +$25.3M +7% 110
TC
3757
Trium Capital
United Kingdom
$402M +$155M +63% 79
KAM
3758
KEB Asset Management
Illinois
$401M +$49.9M +14% 90
LF
3759
Lantz Financial
Illinois
$401M +$35.8M +10% 243
TWP
3760
Tempus Wealth Planning
California
$401M +$66.5M +20% 281
CLC
3761
Charles-Lim Capital
Hong Kong
$401M +$61.8M +18% 8
CF
3762
Copperwynd Financial
Arizona
$401M +$38.3M +11% 166
ODG
3763
O'Dell Group
Ohio
$401M +$15M +4% 36
BHWA
3764
Beacon Harbor Wealth Advisors
Virginia
$401M -$29.6M -7% 92
AA
3765
Addison Advisors
Vermont
$401M +$34.2M +9% 932
BCM
3766
Beck Capital Management
Texas
$401M +$60.3M +18% 131
SIAG
3767
Safeguard Investment Advisory Group
California
$401M +$32.7M +9% 157
WPIC
3768
White Pine Investment Company
Michigan
$401M +$29.2M +8% 68
RC
3769
Reik & Co
New York
$401M -$29.2M -7% 56
BZWA
3770
Blue Zone Wealth Advisors
California
$400M +$40.5M +11% 115
GLAM
3771
Gardner Lewis Asset Management
Pennsylvania
$400M -$14.7M -4% 102
LOAMU
3772
Lombard Odier Asset Management (USA)
New York
$400M +$104M +35% 353
MWM
3773
Marion Wealth Management
Pennsylvania
$399M +$25.1M +7% 140
CCIP
3774
Camrose Capital Investment Partners
United Kingdom
$399M +$121M +43% 9
WWM
3775
Wiser Wealth Management
Georgia
$399M +$42.9M +12% 53