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
ASW
3876
Astoria Strategic Wealth
Texas
$239M +$20M +9% 33
IP
3877
Ignite Planners
California
$239M +$114M +91% 257
MAM
3878
MPM Asset Management
Massachusetts
$239M -$23.5M -9% 9
KC
3879
Kize Capital
New York
$239M +$22.5M +10% 8
IMA
3880
Investment Management Associates
Colorado
$239M +$26.2M +12% 45
BWM
3881
BCS Wealth Management
Tennessee
$239M +$26.4M +12% 197
HNW
3882
High Note Wealth
Minnesota
$239M -$11.5M -5% 100
HCM
3883
Harvey Capital Management
Florida
$239M +$7.89M +3% 82
CPG
3884
Cornerstone Planning Group
New Jersey
$239M 1,561
LWA
3885
LWS Wealth Advisors
New Jersey
$239M -$22.5M -9% 61
KJWM
3886
Kiley Juergens Wealth Management
Washington
$239M +$26M +12% 74
VM
3887
Varde Management
Minnesota
$239M -$103M -30% 18
FCCPG
3888
FountainVest China Capital Partners GP3
Cayman Islands
$239M +$88.3M +59% 1
DA
3889
Denali Advisors
California
$239M +$27M +13% 465
ST
3890
Somerset Trust
Pennsylvania
$238M +$23.7M +11% 153
CFG
3891
Compton Financial Group
Maryland
$238M +$21M +10% 36
SIA
3892
Sovereign Investment Advisors
Arizona
$238M +$14.9M +7% 33
PPW
3893
Presilium Private Wealth
Pennsylvania
$238M 48
BBNB
3894
Baker Boyer National Bank
Washington
$238M +$12.9M +6% 81
MVM
3895
Medicxi Ventures Management
Jersey
$238M -$2.1M -0.9% 7
ACM
3896
Athyrium Capital Management
New York
$238M -$29.1M -11% 11
GSWM
3897
Greenup Street Wealth Management
Michigan
$238M +$17.9M +8% 85
EPP
3898
ETF Portfolio Partners
Kansas
$238M +$11.5M +5% 51
JWM
3899
Jeppson Wealth Management
California
$238M +$17.2M +8% 215
SCM
3900
Stonepine Capital Management
Oregon
$238M +$15.3M +7% 25