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
BBWP
4776
Beacon Bridge Wealth Partners
Pennsylvania
$301M +$19.9M +7% 101
FCM
4777
Findell Capital Management
New York
$301M +$82M +37% 18
CI
4778
Cooper Investors
Australia
$301M -$65.3M -18% 49
LJHT
4779
Laurie J. Hall Trustee
$301M -$5.16M -2% 116
PCM
4780
Punch Card Management
Florida
$301M -$21.5M -7% 6
TWAI
4781
Tulsa Wealth Advisors, INC
Oklahoma
$301M 110
VAM
4782
Vert Asset Management
California
$301M +$3.24M +1% 47
OFG
4783
Omega Financial Group
California
$301M +$3.22M +1% 106
HLCM
4784
Hi-Line Capital Management
South Dakota
$300M -$16.4M -5% 42
OWM
4785
OneAscent Wealth Management
Alabama
$300M +$2.77M +0.9% 191
KF
4786
Ketron Financial
California
$300M 56
AM
4787
Aspect Management
California
$300M 1
BFA
4788
Buttonwood Financial Advisors
Maryland
$300M +$9.51M +3% 106
RP
4789
Ravenswood Partners
Virginia
$300M -$16.4M -5% 37
FRA
4790
Front Row Advisors
California
$300M +$2.37M +0.8% 573
BC
4791
Barrett & Company
Rhode Island
$300M +$8.11M +3% 679
SAMC
4792
Spectrum Asset Management (California)
California
$300M +$15.3M +5% 123
SA
4793
Skyline Advisors
Washington
$300M +$9.3M +3% 105
TFA
4794
TPG Financial Advisors
Oregon
$300M +$31.1M +12% 78
SICM
4795
Sustainable Insight Capital Management
New York
$300M -$18.7M -6% 89
CIA
4796
Caerus Investment Advisors
Texas
$300M +$55.2M +23% 368
ACM
4797
Argyle Capital Management
Pennsylvania
$300M +$10.3M +4% 139
DP
4798
Denver PWM
Colorado
$299M -$21.3M -7% 78
CHJWM
4799
Carlton Hofferkamp & Jenks Wealth Management
Texas
$299M +$1.59M +0.5% 145
AWA
4800
Alta Wealth Advisors
Massachusetts
$299M +$20.1M +7% 179