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
FWP
3801
Falcon Wealth Planning
California
$306M +$42.6M +16% 82
PPW
3802
Pasadena Private Wealth
California
$305M +$20M +7% 125
SC
3803
Steginsky Capital
New York
$305M +$39.1M +15% 8
RDWM
3804
Red Door Wealth Management
Tennessee
$305M +$43.5M +17% 167
RMAM
3805
Raab & Moskowitz Asset Management
New Jersey
$305M +$28.1M +10% 169
HMP9
3806
Highland Management Partners 9
Massachusetts
$305M 5
CAG
3807
Curtis Advisory Group
California
$305M +$29.3M +11% 85
OBGC
3808
O'Brien Greene & Co
Pennsylvania
$304M +$30.3M +11% 145
BDWCC
3809
B&D White Capital Company
Texas
$304M +$44.4M +17% 77
BA
3810
Bard Associates
Illinois
$304M +$7.99M +3% 183
DE
3811
Day & Ennis
Georgia
$304M +$14.8M +5% 128
ARI
3812
Applied Research Investments
Delaware
$303M +$3.05M +1% 42
FFM
3813
Fairmount Funds Management
Pennsylvania
$303M +$28.3M +10% 21
ACM
3814
ADW Capital Management
Florida
$303M +$13.3M +5% 7
LPC
3815
Lion Point Capital
New York
$303M -$73.7M -20% 46
ANRIA
3816
American National Registered Investment Advisor
Texas
$303M +$26.6M +10% 245
BCM
3817
Blume Capital Management
California
$303M +$29.6M +11% 324
EIA
3818
Eldridge Investment Advisors
New Hampshire
$303M +$22.1M +8% 136
MMPW
3819
Mitchell McLeod Pugh & Williams
Alabama
$303M +$33.2M +12% 232
PCA
3820
Peddock Capital Advisors
Massachusetts
$303M +$21.9M +8% 146
BZWA
3821
Blue Zone Wealth Advisors
California
$303M +$14.1M +5% 104
TTSTC
3822
Texas Treasury Safekeeping Trust Company
Texas
$303M -$8.99M -3% 8
MWP
3823
MYCIO Wealth Partners
Pennsylvania
$303M +$30.4M +11% 45
WAS
3824
Winch Advisory Services
Wisconsin
$302M +$15.6M +5% 528
TCM
3825
Trilantic Capital Management
New York
$302M 12