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
WRTC
4151
Wind River Trust Company
Wyoming
$206M -$44M -18% 9
GCM
4152
Gibraltar Capital Management
Oklahoma
$206M -$34.6M -14% 85
SWMG
4153
Signature Wealth Management Group
Georgia
$206M -$16.4M -7% 96
MC
4154
Mathes Company
New York
$206M -$52.2M -20% 135
WA
4155
Wealth Advisors
California
$206M -$69.7M -25% 68
CS
4156
Cisco Systems
California
$206M -$55.1M -21% 5
SFS
4157
Shaker Financial Services
Virginia
$206M -$59.9M -23% 165
EE
4158
EWG Elevate
California
$206M -$49.3M -19% 107
PCM
4159
Patient Capital Management
Maryland
$205M -$49.1M -19% 47
PWS
4160
Peloton Wealth Strategists
Indiana
$205M -$34.3M -14% 87
AIA
4161
Affinity Investment Advisors
California
$205M -$39.1M -16% 215
IP
4162
Investment Partners
Ohio
$205M -$31.8M -13% 167
WFA
4163
Websterrogers Financial Advisors
South Carolina
$205M +$9.15M +5% 67
BCM
4164
BHZ Capital Management
California
$205M -$55.5M -21% 145
MWC
4165
MBM Wealth Consultants
Missouri
$205M -$36.2M -15% 321
SOCM
4166
SR One Capital Management
Pennsylvania
$204M +$8.99M +5% 4
TBWA
4167
Three Bridge Wealth Advisors
California
$204M -$153M -43% 91
TAA
4168
TB Alternative Assets
Cayman Islands
$204M -$87M -30% 46
HC
4169
Hillman Company
Pennsylvania
$204M -$63.8M -24% 17
AC
4170
AWM Capital
Arizona
$204M +$41.5M +26% 66
THWM
4171
Taylor Hoffman Wealth Management
Virginia
$204M -$45.6M -18% 143
KRC
4172
Kehrs Ridge Capital
New Jersey
$204M +$106M +109% 40
BOCH
4173
Blue Owl Capital Holdings
New York
$204M -$23.6M -10% 37
SNT
4174
SIG North Trading
Pennsylvania
$204M +$73.4M +56% 106
LFA
4175
Landmark Financial Advisors
Kentucky
$203M -$4.77M -2% 85