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
AW
4326
Alaethes Wealth
Nevada
$347M -$8.53M -2% 127
WC
4327
Winmill & Co
New York
$347M -$28.3M -8% 61
FFA
4328
Fi3 Financial Advisors
Indiana
$346M +$19.5M +6% 242
VW
4329
Vance Wealth
California
$346M +$9.55M +3% 122
CFS
4330
CGC Financial Services
Oregon
$346M -$27.7M -7% 359
PC
4331
Prairiewood Capital
North Dakota
$346M +$23.8M +7% 82
OPW
4332
Osprey Private Wealth
New York
$345M -$2.13M -0.6% 83
AIM
4333
Aikya Investment Management
United Kingdom
$345M -$96.2M -22% 4
BIP
4334
Bouvel Investment Partners
Pennsylvania
$345M -$2.24M -0.6% 88
PCM
4335
Presidio Capital Management
California
$344M +$11.5M +3% 84
SEEDPG
4336
S.E.E.D. Planning Group
New York
$344M -$6.53M -2% 100
GLCM
4337
Greenlea Lane Capital Management
Connecticut
$344M +$1.64M +0.5% 10
TF
4338
Threadgill Financial
Texas
$344M +$101M +42% 59
BA
4339
Ballast Advisors
Minnesota
$344M -$18.8M -5% 400
FMB
4340
Field & Main Bank
Kentucky
$344M -$3.32M -1% 266
SMG
4341
Smart Money Group
Texas
$344M +$851K +0.2% 88
ACM
4342
Alight Capital Management
New York
$344M -$29.4M -8% 78
TCMNY
4343
Thrive Capital Management (New York)
New York
$344M -$8.4M -2% 5
CWM
4344
Cedar Wealth Management
California
$344M +$9.23M +3% 237
LWM
4345
Long Walk Management
Connecticut
$344M -$106M -24% 13
MJP
4346
Michael J. Puzo
$343M -$23.9M -7% 77
JF
4347
Joule Financial
Kentucky
$343M +$9.53M +3% 120
TCOO
4348
Trust Company of Oklahoma
Oklahoma
$343M +$322K +0.1% 151
LKIM
4349
Lawson Kroeker Investment Management
Nebraska
$343M +$7.05M +2% 62
WIA
4350
Westbourne Investment Advisors
Maryland
$343M -$19.4M -5% 122