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
T
4201
TrueFG
Texas
$373M +$10.7M +3% 70
SCP
4202
Siena Capital Partners
Illinois
$372M +$23.1M +7% 109
AWA
4203
Argos Wealth Advisors
California
$372M 212
PM
4204
Phraction Management
Connecticut
$372M +$25.8M +7% 72
BFS
4205
BridgePort Financial Solutions
Iowa
$372M +$126K +0% 256
PWC
4206
PYA Waltman Capital
Tennessee
$372M -$983K -0.3% 83
AIM
4207
Access Investment Management
Georgia
$372M $0 0% 167
EFH
4208
Eaton Financial Holdings
Florida
$372M +$17.2M +5% 137
VIM
4209
VELA Investment Management
Ohio
$372M +$24.7M +7% 157
MC
4210
Muhlenkamp & Co
Pennsylvania
$372M +$3.92M +1% 31
CPH
4211
C Partners Holding
Switzerland
$372M -$9.5M -2% 10
EWM
4212
EPG Wealth Management
Georgia
$372M +$8.49M +2% 334
FP
4213
Financial Perspectives
Minnesota
$371M +$10.6M +3% 753
CPWA
4214
Cerro Pacific Wealth Advisors
California
$371M +$5.78M +2% 164
SPWM
4215
Straight Path Wealth Management
Michigan
$371M +$12.4M +3% 140
FW
4216
Fairway Wealth
Ohio
$371M +$14.4M +4% 246
FIM
4217
Fruth Investment Management
Texas
$371M +$1.45M +0.4% 222
CSPIA
4218
Cary Street Partners Investment Advisory
Virginia
$371M +$131M +55% 708
AWA
4219
ARQ Wealth Advisors
Arizona
$371M +$32.6M +10% 137
MCM
4220
Mudrick Capital Management
New York
$370M -$25.6M -6% 4
CAG
4221
Compass Advisory Group
New York
$370M +$13.8M +4% 85
BCFS
4222
Butensky & Cohen Financial Security
Florida
$370M +$10.7M +3% 98
EC
4223
Euclidean Capital
New York
$369M +$131M +55% 12
WRPWM
4224
Werba Rubin Papier Wealth Management
California
$369M -$250M -40% 275
SWA
4225
ShankerValleau Wealth Advisors
Illinois
$369M -$20.6M -5% 43