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
1CP
4201
11 Capital Partners
Connecticut
$301M +$57.9M +24% 18
DP
4202
Divergent Planning
Maryland
$301M +$9.01M +3% 31
AC
4203
Almitas Capital
California
$301M -$154M -34% 106
DEA
4204
DoubleLine ETF Adviser
Florida
$301M -$69.4M -19% 196
LMGAM
4205
Liberty Mutual Group Asset Management
Massachusetts
$301M -$119M -28% 19
HC
4206
Headland Capital
South Carolina
$301M +$8.63M +3% 72
PLU
4207
Performa Ltd (US)
South Carolina
$301M +$16.6M +6% 63
FFO
4208
Fiduciary Family Office
Florida
$301M -$34.7M -10% 233
WA
4209
WP Advisors
California
$300M +$192K +0.1% 115
WPW
4210
Warther Private Wealth
Ohio
$300M +$6.07M +2% 85
TCM
4211
Triumph Capital Management
Colorado
$300M +$8.03M +3% 304
HBS
4212
Howard Bailey Securities
Indiana
$300M +$30.8M +11% 186
WTFG
4213
Wells Trecaso Financial Group
Ohio
$300M -$6.07M -2% 94
WBC
4214
West Branch Capital
Massachusetts
$300M -$13.7M -4% 587
BTD
4215
BankPlus Trust Department
Mississippi
$300M -$5.11M -2% 519
AWM
4216
Abound Wealth Management
Tennessee
$300M -$12.1M -4% 1,344
BCP
4217
Bayberry Capital Partners
New York
$300M +$37.1M +14% 21
GOCP
4218
Great Oak Capital Partners
Massachusetts
$299M $0 0% 32
PWM
4219
Palumbo Wealth Management
New York
$299M +$31.3M +12% 199
IAG
4220
Investment Advisory Group
Massachusetts
$299M +$304K +0.1% 174
FWM
4221
ForthRight Wealth Management
Georgia
$299M -$1.1M -0.4% 66
FAP
4222
Financial Advisory Partners
Florida
$299M -$2.19M -0.7% 67
AA
4223
Argent Advisors
Louisiana
$299M +$29M +11% 153
LSA
4224
Lansing Street Advisors
Pennsylvania
$299M +$11.8M +4% 142
PM
4225
Phraction Management
Connecticut
$299M +$13.3M +5% 77