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
SIM
4651
SW Investment Management
Colorado
$155M 9
SLWA
4652
San Luis Wealth Advisors
California
$155M 122
TWM
4653
TLW Wealth Management
Florida
$155M +$20.5M +15% 19
SWM
4654
Selective Wealth Management
Virginia
$155M +$27.4M +21% 387
MCA
4655
Magnolia Capital Advisors
Mississippi
$155M +$27.8M +22% 122
1W
4656
1776 Wealth
Georgia
$155M +$17M +12% 120
ACM
4657
Ayrshire Capital Management
Connecticut
$155M +$18.3M +13% 60
OHSU
4658
Oregon Health & Science University
Oregon
$155M 1
HI
4659
Helikon Investments
United Kingdom
$155M 4
NWA
4660
New World Advisors
Massachusetts
$155M -$1.99M -1% 30
SW
4661
StrongBox Wealth
Missouri
$154M +$17.8M +13% 90
CWP
4662
Curated Wealth Partners
California
$154M 134
WDC
4663
Woodward Diversified Capital
California
$154M 161
C1AG
4664
Client 1st Advisory Group
Florida
$154M +$11.3M +8% 59
AP
4665
AlpInvest Partners
Netherlands
$154M +$91.7M +147% 14
AI
4666
Acuitas Investments
Washington
$154M +$11.2M +8% 74
BFA
4667
Beacon Financial Advisory
Ohio
$154M +$38.8M +34% 204
CA
4668
Centerpoint Advisors
Massachusetts
$154M +$20.9M +16% 266
LFWA
4669
LBJ Family Wealth Advisors
Texas
$154M +$21.5M +16% 19
HBCM
4670
Heron Bay Capital Management
Michigan
$154M 71
CPC
4671
Consolidated Planning Corp
Georgia
$153M +$19.2M +14% 53
LCM
4672
Leisure Capital Management
California
$153M +$19.8M +15% 138
CIM
4673
Chapman Investment Management
California
$153M +$18.1M +13% 38
MFGM
4674
Marshall Financial Group (Maryland)
Maryland
$153M 121
APC
4675
Aristotle Pacific Capital
California
$153M 22