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
WRTC
4251
Wind River Trust Company
Wyoming
$187M -$19.1M -9% 9
LWP
4252
Lumature Wealth Partners
Georgia
$187M -$37.8M -17% 433
LPP
4253
Long Path Partners
Connecticut
$187M +$21.6M +13% 11
IB
4254
Iyo Bank
Japan
$187M -$114M -38% 36
RS
4255
Retirement Solution
Washington
$186M +$1.96M +1% 34
OC
4256
Oarsman Capital
Wisconsin
$186M -$15.1M -8% 172
ATFA
4257
All Terrain Financial Advisors
Minnesota
$186M -$8.45M -4% 75
IC
4258
Innealta Capital
Texas
$186M -$8.77M -5% 67
PI
4259
Pettee Investors
Connecticut
$186M -$15M -7% 116
2C
4260
272 Capital
Texas
$186M -$12.5M -6% 105
OR
4261
Olympiad Research
Connecticut
$186M -$36.6M -16% 358
OIA
4262
Optimum Investment Advisors
Illinois
$186M -$13.9M -7% 896
JAM
4263
JW Asset Management
Florida
$186M +$2.35M +1% 11
PWM
4264
Paulson Wealth Management
Illinois
$186M -$4.07M -2% 85
SRC
4265
Stone Run Capital
New York
$186M -$13.2M -7% 63
OM
4266
OpenView Management
Massachusetts
$185M -$39.3M -17% 3
AWM
4267
Abound Wealth Management
Tennessee
$185M +$5.63M +3% 755
SPG
4268
Snow Phipps Group
New York
$185M -$6.86M -4% 2
GWA
4269
GGM Wealth Advisors
Maryland
$185M +$6.05M +3% 138
TAM
4270
Tealwood Asset Management
Minnesota
$185M -$16.6M -8% 130
CAN
4271
Claraphi Advisory Network
United States
$185M -$99.6M -35% 309
FDS
4272
Freedom Day Solutions
Texas
$185M -$14.6M -7% 115
AWM
4273
Ameliora Wealth Management
Switzerland
$185M +$100M +119% 238
WOC
4274
West Oak Capital
California
$184M -$6.2M -3% 354
BO
4275
Bank OZK
Arkansas
$184M -$13.4M -7% 126