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
BWG
4426
Beta Wealth Group
California
$278M +$52.4M +23% 123
SCPM
4427
Sea Cliff Partners Management
California
$278M -$9.91M -3% 19
VWA
4428
VSM Wealth Advisory
Maryland
$278M -$2.07M -0.7% 533
SC
4429
Steph & Co
Wisconsin
$278M -$18.1M -6% 284
BP
4430
Bandera Partners
New York
$278M +$15.3M +6% 19
DP
4431
Denver PWM
Colorado
$278M +$19.5M +8% 236
MCM
4432
Millstreet Capital Management
Massachusetts
$278M -$1.2M -0.4% 3
SP
4433
Sequent Planning
Nebraska
$278M +$5.28M +2% 153
TPC
4434
Tiger Pacific Capital
New York
$278M -$96.3M -26% 17
BWM
4435
BNC Wealth Management
Oregon
$278M -$26.5M -9% 109
GM
4436
Granger Management
New York
$277M -$162M -37% 7
MWM
4437
McMill Wealth Management
Nebraska
$277M +$30.4M +12% 51
SFG
4438
Sterling Financial Group
California
$277M +$8.59M +3% 67
TFA
4439
Trinity Financial Advisors
Ohio
$277M +$14M +5% 92
CFP
4440
Cypress Financial Planning
New Jersey
$277M +$4.7M +2% 84
OWIM
4441
Old West Investment Management
California
$277M +$30.4M +12% 65
DWAM
4442
Duncan Williams Asset Management
Tennessee
$277M +$22.9M +9% 152
AWM
4443
Accel Wealth Management
Iowa
$277M +$12.9M +5% 266
RM
4444
Redpoint Management
California
$277M -$40.9M -13% 6
ZEP
4445
Zeno Equity Partners
United Kingdom
$277M -$56.9M -17% 13
MWM
4446
MGB Wealth Management
Texas
$276M -$45.8M -14% 310
IAS
4447
Investment Advisory Services
Texas
$276M -$7.2M -3% 120
3F
4448
360 Financial
Minnesota
$276M -$274K -0.1% 90
ITIM
4449
Indiana Trust & Investment Management
Indiana
$276M -$17.6M -6% 489
ICP
4450
Impact Capital Partners
Colorado
$276M -$5.03M -2% 274