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
GWA
3801
Geometric Wealth Advisors
District of Columbia
$247M +$39.2M +19% 33
PWM
3802
PBMares Wealth Management
Virginia
$247M +$17.7M +8% 170
BMC
3803
Benin Management Corp
Connecticut
$247M +$6.99M +3% 98
AF
3804
Affiance Financial
Minnesota
$247M +$69.3M +39% 445
PFA
3805
Pathway Financial Advisers
Indiana
$247M 563
W
3806
WealthOne
New York
$247M +$14.9M +6% 126
FCT
3807
Family Capital Trust
Massachusetts
$247M +$28M +13% 50
TAS
3808
TIFF Advisory Services
Pennsylvania
$246M +$4.92M +2% 22
CA
3809
Crane Advisory
California
$246M +$51.6M +26% 28
SCP
3810
Steamboat Capital Partners
New York
$246M +$44.9M +22% 35
BCM
3811
Boltwood Capital Management
California
$246M +$27.9M +13% 151
ECM
3812
Endurant Capital Management
California
$246M -$60.8M -20% 78
BPCM
3813
Beach Point Capital Management
California
$246M -$48.9M -17% 28
WPP
3814
Whalerock Point Partners
Rhode Island
$246M +$18.4M +8% 150
SWRP
3815
Summit Wealth & Retirement Planning
California
$246M -$5.32M -2% 124
PIA
3816
Perennial Investment Advisors
California
$246M +$25.5M +12% 231
OBWG
3817
Onyx Bridge Wealth Group
New York
$246M +$26.6M +12% 216
HW
3818
Hamilton Wealth
California
$246M +$9.15M +4% 113
WIM
3819
Wittenberg Investment Management
Massachusetts
$246M +$10.6M +5% 88
TODC
3820
Trustees of Dartmouth College
New Hampshire
$245M 2
BRA
3821
Biechele Royce Advisors
Indiana
$245M +$32.6M +15% 76
WIM
3822
Warwick Investment Management
Texas
$245M +$75.8M +45% 97
WDG
3823
Wealth Dimensions Group
Ohio
$245M +$42.7M +21% 132
HAC
3824
Harbor Advisory Corp
New Hampshire
$245M +$27.6M +13% 79
JJBC
3825
James J. Burns & Company
New York
$245M +$19.6M +9% 84