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
TSS
4001
Thomas Story & Son
Indiana
$244M -$24M -9% 65
CWP
4002
Concord Wealth Partners
Virginia
$244M -$105M -30% 1,083
SC
4003
Searle & Co
Connecticut
$244M -$354K -0.1% 153
AFWM
4004
AMJ Financial Wealth Management
Virginia
$244M +$14.2M +6% 107
SHCM
4005
Stone House Capital Management
Florida
$244M +$7.3M +3% 3
VFM
4006
Vivid Financial Management
California
$244M +$472K +0.2% 163
WA
4007
WP Advisors
California
$244M +$4M +2% 107
WCM
4008
Wisconsin Capital Management
Wisconsin
$244M -$11.6M -5% 60
VC
4009
Voss Capital
Texas
$244M +$3.21M +1% 48
IFO
4010
Independent Family Office
New York
$243M -$12.9M -5% 60
BIA
4011
BHK Investment Advisors
Alabama
$243M -$2.06M -0.8% 66
SI
4012
Squadra Investments
Brazil
$243M -$176M -42% 6
FWM
4013
Fairhaven Wealth Management
Illinois
$243M -$8.21M -3% 122
MCC
4014
Malaga Cove Capital
California
$243M +$8.09M +3% 187
PFG
4015
Piershale Financial Group
Illinois
$243M -$11.3M -4% 38
CF
4016
Copperwynd Financial
Arizona
$243M +$6.86M +3% 129
OCM
4017
Ogborne Capital Management
California
$242M -$182M -43% 9
QPWM
4018
Quadrant Private Wealth Management
Pennsylvania
$242M -$4.39M -2% 202
WCM
4019
Weik Capital Management
Pennsylvania
$242M -$14.7M -6% 115
DP
4020
Denver PWM
Colorado
$242M +$3.19M +1% 97
EE
4021
EWG Elevate
California
$242M -$16.1M -6% 106
PGWM
4022
Parisi Gray Wealth Management
New Jersey
$242M -$31.3M -11% 609
VVM
4023
Versant Venture Management
California
$242M -$60.3M -20% 11
IVM
4024
InterWest Venture Management
California
$241M -$75.5M -24% 11
JPC
4025
Jabodon PT Co
Nevada
$241M +$138M +133% 35