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
B
4001
BetterWealth
California
$248M -$8.6M -3% 50
SCM
4002
Steadview Capital Management
United Kingdom
$248M -$157M -39% 9
DA
4003
Dash Acquisitions
California
$248M -$3.97M -2% 46
HC
4004
Hendley & Co
Ohio
$248M +$6.94M +3% 53
TWCM
4005
True Wind Capital Management
California
$248M +$1.47M +0.6% 3
FAP
4006
Financial Advisory Partners
Florida
$248M -$11.8M -5% 65
RK
4007
Rather & Kittrell
Tennessee
$248M +$8.59M +4% 64
SWMG
4008
Sanchez Wealth Management Group
Florida
$248M +$919K +0.4% 36
HCM
4009
Hahn Capital Management
California
$248M -$57.8M -19% 32
FTWA
4010
Fifth Third Wealth Advisors
Ohio
$248M +$92.5M +60% 163
W
4011
WealthOne
New York
$248M -$24.9M -9% 112
FWC
4012
First Washington Corp
Washington
$247M +$19.4M +9% 62
JAWM
4013
J. Arnold Wealth Management
Ohio
$247M +$10.8M +5% 33
OFCM
4014
One Fin Capital Management
California
$247M +$16.2M +7% 28
FFG
4015
Frisch Financial Group
New York
$246M +$37.9M +18% 127
BBP
4016
Banco BTG Pactual
Brazil
$246M +$89M +57% 158
SC
4017
Stephens Consulting
Michigan
$246M -$6.12M -2% 524
SIA
4018
SkyView Investment Advisors
New Jersey
$246M -$155M -39% 805
LFA
4019
Landmark Financial Advisors
Kentucky
$246M +$2.43M +1% 93
BBNB
4020
Baker Boyer National Bank
Washington
$246M -$24.5M -9% 92
WWM
4021
Wiser Wealth Management
Georgia
$246M -$3.09M -1% 38
MAG
4022
Mokosak Advisory Group
Iowa
$246M -$7.07M -3% 26
MLA
4023
My Legacy Advisors
Oregon
$246M -$8.52M -3% 222
GPA
4024
Guidance Point Advisors
Massachusetts
$246M -$14.7M -6% 80
BWA
4025
Bordeaux Wealth Advisors
California
$246M +$1.73M +0.7% 106