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
PEA
4201
Pacific Edge Advisors
California
$208M +$15.6M +8% 38
WFA
4202
Wellspring Financial Advisors
Ohio
$207M -$79.2M -28% 111
BCP
4203
Berkeley Capital Partners
Georgia
$207M +$12.5M +6% 140
NG
4204
NatWest Group
United Kingdom
$207M -$64.8M -24% 81
PI
4205
Pettee Investors
Connecticut
$207M +$18.4M +10% 127
TSA
4206
Tri-Star Advisors
Texas
$207M +$25.7M +14% 51
ICM
4207
Invenomic Capital Management
Massachusetts
$207M +$39.9M +24% 167
AFWM
4208
AMJ Financial Wealth Management
Virginia
$207M +$12M +6% 97
UWM
4209
USAdvisors Wealth Management
Minnesota
$207M -$1.39M -0.7% 112
HF
4210
Halpern Financial
Virginia
$207M +$14.3M +7% 285
VAS
4211
VR Advisory Services
Cayman Islands
$207M +$97M +89% 57
FRA
4212
Front Row Advisors
California
$206M +$11.3M +6% 991
PB
4213
Pinnacle Bancorp
Nebraska
$206M +$44M +27% 767
SI
4214
Shaker Investments
Ohio
$206M +$7.64M +4% 95
MWA
4215
MFA Wealth Advisors
Pennsylvania
$206M +$93.9M +84% 61
IACCGIA
4216
IDG-Accel China Capital GP II Associates
Hong Kong
$206M -$27.6M -12% 3
HW
4217
Hamilton Wealth
California
$206M +$10.8M +6% 69
WFG
4218
Wills Financial Group
Virginia
$206M +$5.23M +3% 58
IBOK
4219
Independence Bank of Kentucky
Kentucky
$206M +$12.9M +7% 392
XT
4220
XTX Topco
Cayman Islands
$206M 659
IP
4221
Investment Partners
Ohio
$206M +$17.7M +9% 163
GGPE
4222
Golden Gate Private Equity
California
$206M -$43.3M -17% 14
MA
4223
MONECO Advisors
Connecticut
$206M +$24.5M +14% 226
EWM
4224
EPG Wealth Management
Georgia
$206M +$39.1M +23% 194
AMIM
4225
Aull & Monroe Investment Management
Alabama
$205M +$17.7M +9% 134