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
BWA
4101
Bordeaux Wealth Advisors
California
$244M +$49.9M +26% 113
SCM
4102
SG Capital Management
Illinois
$244M -$31.9M -12% 77
TA
4103
TrueWealth Advisors
Alabama
$244M +$5.25M +2% 197
TFA
4104
Triad Financial Advisors
North Carolina
$244M +$13.9M +6% 100
LFA
4105
Landmark Financial Advisors
Kentucky
$244M +$15.9M +7% 92
RC
4106
RDST Capital
Washington
$243M +$60.3M +33% 18
CPIA
4107
Cornell Pochily Investment Advisors
New York
$243M +$9.61M +4% 172
SW
4108
Solidarity Wealth
Utah
$243M +$23M +10% 97
SG
4109
Stephens Group
Arkansas
$243M -$8.93M -4% 4
LCGC
4110
Legacy Capital Group California
California
$243M +$38.3M +19% 301
GM
4111
Granger Management
New York
$243M +$16.4M +7% 25
CYG
4112
Clean Yield Group
Vermont
$243M +$8.03M +3% 441
BCH
4113
Berkshire Capital Holdings
California
$243M +$19.2M +9% 97
CCM
4114
Crabel Capital Management
California
$242M +$16.9M +8% 130
PP
4115
Prosperity Planning
Missouri
$242M +$12.8M +6% 90
FSA
4116
Financial Services Advisory
Maryland
$242M +$89.3M +59% 46
MLIC
4117
Mandatum Life Insurance Company
Finland
$242M -$98.2M -29% 72
NF
4118
Nikulski Financial
Iowa
$242M +$15.5M +7% 134
EFG
4119
Everhart Financial Group
Ohio
$242M +$18.9M +8% 226
EE
4120
EWG Elevate
California
$242M +$7.41M +3% 109
VST
4121
Van Strum & Towne
California
$242M +$7.67M +3% 100
DP
4122
Denver PWM
Colorado
$242M +$14.3M +6% 99
NCM
4123
Neumann Capital Management
California
$242M +$14M +6% 94
PFU
4124
Parus Finance (UK)
United Kingdom
$242M +$74.4M +44% 28
CC
4125
Cowbird Capital
New York
$241M +$25.4M +12% 11