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
CD
4151
Chapin Davis
Maryland
$307M -$2.11M -0.7% 232
PWP
4152
Precedent Wealth Partners
Texas
$306M +$3.28M +1% 152
DAM
4153
Deepwater Asset Management
Minnesota
$306M +$21.6M +8% 26
DSA
4154
Droms Strauss Advisors
Missouri
$306M +$23.9M +8% 73
PFP
4155
Patriot Financial Partners
Pennsylvania
$306M +$23M +8% 9
T
4156
TrueFG
Texas
$306M +$237K +0.1% 54
RW
4157
Regimen Wealth
Georgia
$306M -$2.91M -0.9% 70
HWP
4158
Highline Wealth Partners
California
$306M +$6.92M +2% 674
WTFG
4159
Wells Trecaso Financial Group
Ohio
$306M +$1.97M +0.6% 92
CWA
4160
CM Wealth Advisors
Ohio
$306M -$2.87M -0.9% 87
CA
4161
Crossingbridge Advisors
New York
$306M +$174M +133% 95
WHAM
4162
Windmill Hill Asset Management
United Kingdom
$306M +$118M +63% 27
HH
4163
HWG Holdings
Texas
$305M +$14.7M +5% 57
LEFP
4164
Leading Edge Financial Planning
Tennessee
$305M +$6.24M +2% 61
MWM
4165
MorganRosel Wealth Management
Colorado
$305M +$1.45M +0.5% 107
LJHT
4166
Laurie J. Hall Trustee
$305M -$10.9M -3% 264
GJIA
4167
Glass Jacobson Investment Advisors
Maryland
$305M +$2.95M +1% 874
NC
4168
Nvidia Corp
California
$305M -$128M -30% 8
HAC
4169
Harbor Advisory Corp
New Hampshire
$304M -$1.94M -0.6% 93
AI
4170
ArchPoint Investors
Florida
$304M +$5.09M +2% 71
OPW
4171
Oxler Private Wealth
New York
$304M +$17.2M +6% 88
BWM
4172
BNC Wealth Management
Oregon
$304M +$32.6M +12% 108
NFGCM
4173
Norman Fields Gottscho Capital Management
New York
$304M +$1.79M +0.6% 61
EBT
4174
Enterprise Bank & Trust
Massachusetts
$304M -$6.59M -2% 136
CCG
4175
Catalina Capital Group
California
$304M +$9.19M +3% 397