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
BHWM
4151
Bay Harbor Wealth Management
Maryland
$247M -$1.12M -0.4% 208
DC
4152
DeDora Capital
California
$247M +$71.6M +41% 418
CWM
4153
Cedar Wealth Management
California
$247M -$318K -0.1% 391
TWMP
4154
Taylor Wealth Management Partners
Massachusetts
$247M -$36.7M -13% 69
BF
4155
Blankinship & Foster
California
$247M -$16.8M -6% 56
PGWM
4156
Parisi Gray Wealth Management
New Jersey
$247M -$20.6M -8% 136
MAG
4157
Mokosak Advisory Group
Iowa
$247M -$14M -5% 27
PMA
4158
Prudent Man Advisors
Illinois
$247M -$16.1M -6% 204
ACM
4159
Aljian Capital Management
Nevada
$247M -$17.3M -7% 63
RRA
4160
Round Rock Advisors
Connecticut
$247M +$20.9M +9% 147
AFT
4161
Alpha Family Trust
California
$246M -$110M -31% 22
FWM
4162
Fairhaven Wealth Management
Illinois
$246M -$9.95M -4% 136
SCA
4163
Sage Capital Advisors
South Dakota
$246M -$17.3M -7% 117
IA
4164
IAM Advisory
Pennsylvania
$246M -$6.67M -3% 87
MCP
4165
Maso Capital Partners
Hong Kong
$246M +$28.2M +13% 65
OC
4166
One01 Capital
California
$246M +$687K +0.3% 29
LF
4167
Lantz Financial
Illinois
$246M +$28.6M +13% 178
ICP
4168
Indus Capital Partners
New York
$246M -$165M -40% 40
D
4169
Diversified
Delaware
$246M +$8.97M +4% 123
PT
4170
Palantir Technologies
Colorado
$245M +$24.5M +11% 19
AB
4171
Atlas Brown
Kentucky
$245M -$12.9M -5% 197
BHA
4172
Beech Hill Advisors
New York
$245M -$18.1M -7% 91
FCMV
4173
Foresite Capital Management V
California
$245M -$162M -40% 17
BAM
4174
Baldrige Asset Management
Pennsylvania
$245M -$12.1M -5% 349
SA
4175
Sycale Advisors
New York
$245M +$30.4M +14% 25