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
1W
4626
1776 Wealth
Georgia
$155M +$17M +12% 120
ACM
4627
Ayrshire Capital Management
Connecticut
$155M +$18.3M +13% 60
OHSU
4628
Oregon Health & Science University
Oregon
$155M 1
HI
4629
Helikon Investments
United Kingdom
$155M 4
NWA
4630
New World Advisors
Massachusetts
$155M -$1.99M -1% 30
SW
4631
StrongBox Wealth
Missouri
$154M +$17.8M +13% 90
CWP
4632
Curated Wealth Partners
California
$154M 134
WDC
4633
Woodward Diversified Capital
California
$154M 161
C1AG
4634
Client 1st Advisory Group
Florida
$154M +$11.3M +8% 59
AP
4635
AlpInvest Partners
Netherlands
$154M +$91.7M +147% 14
AI
4636
Acuitas Investments
Washington
$154M +$11.2M +8% 74
BFA
4637
Beacon Financial Advisory
Ohio
$154M +$38.8M +34% 204
CA
4638
Centerpoint Advisors
Massachusetts
$154M +$20.9M +16% 266
LFWA
4639
LBJ Family Wealth Advisors
Texas
$154M +$21.5M +16% 19
HBCM
4640
Heron Bay Capital Management
Michigan
$154M 71
CPC
4641
Consolidated Planning Corp
Georgia
$153M +$19.2M +14% 53
LCM
4642
Leisure Capital Management
California
$153M +$19.8M +15% 138
CIM
4643
Chapman Investment Management
California
$153M +$18.1M +13% 38
MFGM
4644
Marshall Financial Group (Maryland)
Maryland
$153M 121
APC
4645
Aristotle Pacific Capital
California
$153M 22
RH
4646
RFG Holdings
Texas
$153M 27
SJL
4647
Shayne & Jacobs LLC
Tennessee
$153M +$17.2M +13% 33
GAM
4648
Grandview Asset Management
Pennsylvania
$153M +$29.7M +24% 120
JWBC
4649
John W. Brooker & Co
California
$153M +$9.34M +7% 171
PCM
4650
Pennsylvania Capital Management
Pennsylvania
$153M +$25.1M +20% 68