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
BWM
4201
BCS Wealth Management
Tennessee
$241M -$37.2M -13% 213
PAM
4202
Pinpoint Asset Management
Hong Kong
$241M +$132M +120% 38
CF
4203
Copperwynd Financial
Arizona
$241M -$22.1M -8% 131
FLA
4204
Financial Life Advisors
Texas
$241M -$12.7M -5% 55
SCM
4205
Stonepine Capital Management
Oregon
$241M +$23.2M +11% 31
AEPIP
4206
AH Equity Partners III (Parallel)
California
$241M -$182M -43% 3
LWMG
4207
Levy Wealth Management Group
Pennsylvania
$241M +$20.5M +9% 81
RCP
4208
RIT Capital Partners
United Kingdom
$241M -$41.6M -15% 13
MWC
4209
MBM Wealth Consultants
Missouri
$241M -$229K -0.1% 324
GTAM
4210
Global Trust Asset Management
Florida
$241M -$13.2M -5% 477
VC
4211
Veracity Capital
Georgia
$241M -$7.96M -3% 261
DI
4212
Disciplined Investments
Oklahoma
$241M +$15.2M +7% 1,708
SEP
4213
Southland Equity Partners
Missouri
$240M -$3.44M -1% 192
GCM
4214
Gibraltar Capital Management
Oklahoma
$240M +$19.6M +9% 92
CPX
4215
Canaan Partners XI
California
$240M -$148M -38% 6
FLI
4216
Family Legacy Inc
South Carolina
$240M -$4.69M -2% 112
AC
4217
Arjuna Capital
North Carolina
$240M -$33.2M -12% 107
AC
4218
Albar Capital
United Kingdom
$240M -$76M -24% 46
KLCM
4219
KG&L Capital Management
Louisiana
$240M -$8.26M -3% 155
MG
4220
Meditor Group
Bermuda
$240M +$18.4M +8% 4
TCWA
4221
Ten Capital Wealth Advisors
Washington
$239M -$5.54M -2% 578
PPWP
4222
Proquility Private Wealth Partners
Nevada
$239M -$44.4M -16% 93
WCAMG
4223
Woodard & Company Asset Management Group
North Carolina
$239M +$28.5M +14% 128
SCP
4224
Shorepoint Capital Partners
Massachusetts
$239M -$6.94M -3% 82
PWS
4225
Peloton Wealth Strategists
Indiana
$239M -$10.1M -4% 94