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
GB
4801
Goepper Burkhardt
South Carolina
$242M +$21.6M +10% 84
CWA
4802
Consilio Wealth Advisors
Washington
$242M +$19.5M +9% 76
MAM
4803
Mirabaud Asset Management
United Kingdom
$242M +$25.2M +12% 53
KSWA
4804
Kathleen S. Wright Associates
Pennsylvania
$242M +$24.6M +11% 298
PP
4805
Pacifica Partners
Canada
$242M +$9.2M +4% 552
SL
4806
SWMG LLC
Texas
$242M +$17.5M +8% 130
CJH
4807
Christopher J. Hasenberg
Wisconsin
$242M +$21.4M +10% 188
BO
4808
Bank OZK
Arkansas
$242M +$11.1M +5% 153
AFA
4809
Alta Fundamental Advisers
New York
$242M +$12.8M +6% 29
MWM
4810
Mindset Wealth Management
Indiana
$242M 128
BFS
4811
Burkett Financial Services
South Carolina
$242M +$47.1M +24% 228
HFRG
4812
Houlihan Financial Resource Group
Virginia
$242M +$95.2M +65% 107
LWM
4813
Long Walk Management
Connecticut
$242M +$29.9M +14% 12
PAWA
4814
Palo Alto Wealth Advisors
California
$242M +$96.9M +67% 52
WSWA
4815
Warren Street Wealth Advisors
California
$242M +$41M +20% 108
AIA
4816
Armor Investment Advisors
North Carolina
$241M +$24.6M +11% 162
TDWM
4817
Topel & Distasi Wealth Management
California
$241M +$13.6M +6% 78
TPW
4818
Tiller Private Wealth
Pennsylvania
$241M +$13.4M +6% 59
MFG
4819
Monte Financial Group
Connecticut
$241M +$14.7M +6% 85
LWM
4820
Luminvest Wealth Management
Arizona
$241M +$28.1M +13% 36
AC
4821
Aristides Capital
Kentucky
$241M +$1.41M +0.6% 315
ZIG
4822
Zullo Investment Group
Pennsylvania
$241M +$13.1M +6% 155
SWM
4823
Selective Wealth Management
Virginia
$241M +$13.7M +6% 107
LAM
4824
Lountzis Asset Management
Pennsylvania
$241M +$26.6M +12% 49
MPAM
4825
Murphy Pohlad Asset Management
Minnesota
$241M +$8.76M +4% 121