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
CW
4151
Channel Wealth
California
$307M +$3.39M +1% 178
BIC
4152
B&I Capital
Switzerland
$307M -$38.1M -11% 34
TAS
4153
TIFF Advisory Services
Pennsylvania
$307M +$6.03M +2% 20
CD
4154
Chapin Davis
Maryland
$307M -$2.11M -0.7% 232
PWP
4155
Precedent Wealth Partners
Texas
$306M +$3.28M +1% 152
DAM
4156
Deepwater Asset Management
Minnesota
$306M +$21.6M +8% 26
DSA
4157
Droms Strauss Advisors
Missouri
$306M +$23.9M +8% 73
PFP
4158
Patriot Financial Partners
Pennsylvania
$306M +$23M +8% 9
T
4159
TrueFG
Texas
$306M +$237K +0.1% 54
RW
4160
Regimen Wealth
Georgia
$306M -$2.91M -0.9% 70
HWP
4161
Highline Wealth Partners
California
$306M +$6.92M +2% 674
WTFG
4162
Wells Trecaso Financial Group
Ohio
$306M +$1.97M +0.6% 92
CWA
4163
CM Wealth Advisors
Ohio
$306M -$2.87M -0.9% 87
CA
4164
Crossingbridge Advisors
New York
$306M +$174M +133% 95
WHAM
4165
Windmill Hill Asset Management
United Kingdom
$306M +$118M +63% 27
HH
4166
HWG Holdings
Texas
$305M +$14.7M +5% 57
LEFP
4167
Leading Edge Financial Planning
Tennessee
$305M +$6.24M +2% 61
MWM
4168
MorganRosel Wealth Management
Colorado
$305M +$1.45M +0.5% 107
LJHT
4169
Laurie J. Hall Trustee
$305M -$10.9M -3% 264
GJIA
4170
Glass Jacobson Investment Advisors
Maryland
$305M +$2.95M +1% 874
NC
4171
Nvidia Corp
California
$305M -$128M -30% 8
HAC
4172
Harbor Advisory Corp
New Hampshire
$304M -$1.94M -0.6% 93
AI
4173
ArchPoint Investors
Florida
$304M +$5.09M +2% 71
OPW
4174
Oxler Private Wealth
New York
$304M +$17.2M +6% 88
BWM
4175
BNC Wealth Management
Oregon
$304M +$32.6M +12% 108