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
PDL
3876
Portfolio Design Labs
California
$324M +$26.3M +9% 112
EC
3877
ECP ControlCo
New Jersey
$324M -$38.9M -11% 7
DI
3878
DDFG Inc
California
$324M +$8.94M +3% 80
RWM
3879
Rockline Wealth Management
New York
$324M +$37.5M +13% 105
OCM
3880
Ogborne Capital Management
California
$323M -$74.7M -19% 15
SRA
3881
Summit Rock Advisors
New York
$323M +$11.7M +4% 10
CWA
3882
Canvas Wealth Advisors
Kansas
$323M +$25.9M +9% 166
ASW
3883
Astoria Strategic Wealth
Texas
$323M +$7.55M +2% 32
WCM
3884
Windsor Capital Management
Arizona
$323M +$685K +0.2% 118
WWM
3885
Wiser Wealth Management
Georgia
$323M +$18.2M +6% 37
TAM
3886
TFG Asset Management
Cayman Islands
$323M -$41.1M -11% 33
FIM
3887
Fernwood Investment Management
Massachusetts
$322M -$21M -6% 718
V
3888
VeraBank
Texas
$322M +$1.1M +0.3% 147
LF
3889
Lantz Financial
Illinois
$322M +$11.2M +4% 217
SIAG
3890
Safeguard Investment Advisory Group
California
$322M +$27.4M +9% 116
V
3891
ValueWorks
New York
$322M +$14M +5% 34
UAG
3892
United Advisor Group
Ohio
$322M +$55.7M +21% 285
TSMHT
3893
Thurston Springer Miller Herd & Titak
Indiana
$321M +$72.3M +29% 1,612
KWS
3894
Keystone Wealth Services
California
$321M +$13.7M +4% 237
AFWM
3895
AMJ Financial Wealth Management
Virginia
$321M +$21.8M +7% 84
GCM
3896
G2 Capital Management
Ohio
$321M +$10.4M +3% 65
WH
3897
Whitcomb & Hess
Ohio
$321M +$9.8M +3% 55
IC
3898
Ikarian Capital
Texas
$320M -$47.2M -13% 116
OWA
3899
Outlook Wealth Advisors
Texas
$320M -$3.33M -1% 301
MC
3900
Muhlenkamp & Co
Pennsylvania
$320M -$23.8M -7% 30