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
FFO
4201
Fiduciary Family Office
Florida
$301M -$34.7M -10% 233
WA
4202
WP Advisors
California
$300M +$192K +0.1% 115
WPW
4203
Warther Private Wealth
Ohio
$300M +$6.07M +2% 85
TCM
4204
Triumph Capital Management
Colorado
$300M +$8.03M +3% 304
HBS
4205
Howard Bailey Securities
Indiana
$300M +$30.8M +11% 186
WTFG
4206
Wells Trecaso Financial Group
Ohio
$300M -$6.07M -2% 94
WBC
4207
West Branch Capital
Massachusetts
$300M -$13.7M -4% 587
BTD
4208
BankPlus Trust Department
Mississippi
$300M -$5.11M -2% 519
AWM
4209
Abound Wealth Management
Tennessee
$300M -$12.1M -4% 1,344
BCP
4210
Bayberry Capital Partners
New York
$300M +$37.1M +14% 21
GOCP
4211
Great Oak Capital Partners
Massachusetts
$299M $0 0% 32
PWM
4212
Palumbo Wealth Management
New York
$299M +$31.3M +12% 199
IAG
4213
Investment Advisory Group
Massachusetts
$299M +$304K +0.1% 174
FWM
4214
ForthRight Wealth Management
Georgia
$299M -$1.1M -0.4% 66
FAP
4215
Financial Advisory Partners
Florida
$299M -$2.19M -0.7% 67
AA
4216
Argent Advisors
Louisiana
$299M +$29M +11% 153
LSA
4217
Lansing Street Advisors
Pennsylvania
$299M +$11.8M +4% 142
PM
4218
Phraction Management
Connecticut
$299M +$13.3M +5% 77
GPSPJS
4219
General Pension Society PZU Joint Stock
Poland
$299M -$27.3M -8% 20
RBWA
4220
RFG - Bristol Wealth Advisors
Massachusetts
$298M -$6.27M -2% 180
OBGC
4221
O'Brien Greene & Co
Pennsylvania
$298M -$9.91M -3% 140
KC
4222
Knuff & Co
California
$298M -$31M -9% 156
HAC
4223
Harbor Advisory Corp
New Hampshire
$298M -$6.52M -2% 87
AAM
4224
Arohi Asset Management
Singapore
$298M -$68.8M -19% 5
EAM
4225
EdenTree Asset Management
United Kingdom
$298M -$46.6M -14% 64