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
BC
4851
Barrett & Company
Rhode Island
$237M +$6.21M +3% 625
PIP
4852
Palisades Investment Partners
California
$237M +$7.26M +3% 46
UBG
4853
United Bank (Georgia)
Georgia
$237M +$19.9M +9% 112
EWP
4854
Elevation Wealth Partners
California
$237M +$3.71M +2% 535
IFPG
4855
Intrepid Financial Planning Group
Indiana
$237M +$3.16M +1% 132
GGI
4856
GPM Growth Investors
Michigan
$237M -$3.69M -2% 46
KLP
4857
Kent Lake PR
Puerto Rico
$236M -$15.4M -6% 61
SCM
4858
Stonehill Capital Management
New York
$236M +$69.5M +42% 12
PCR
4859
Potrero Capital Research
California
$236M -$61.4M -21% 38
2L
4860
25 LLC
Missouri
$236M +$5.84M +3% 59
HC
4861
Hillman Company
Pennsylvania
$236M +$6.8M +3% 14
SW
4862
StrongBox Wealth
Missouri
$236M +$2.82M +1% 95
LAM
4863
Lountzis Asset Management
Pennsylvania
$236M -$4.37M -2% 49
TPW
4864
Tiller Private Wealth
Pennsylvania
$236M -$5.31M -2% 59
TPWA
4865
Twin Peaks Wealth Advisors
California
$236M +$18.8M +9% 146
GCM
4866
Goldstream Capital Management
Hong Kong
$236M +$14.5M +7% 48
VWM
4867
VCI Wealth Management
Missouri
$236M +$11M +5% 110
AWP
4868
Accretive Wealth Partners
New Jersey
$236M -$3.5M -1% 134
BBWP
4869
Beacon Bridge Wealth Partners
Pennsylvania
$235M +$2.72M +1% 94
HFF
4870
Halter Ferguson Financial
Indiana
$235M +$58.5M +33% 35
AGDI
4871
Absolute Gestao de Investimentos
Brazil
$235M -$59.2M -20% 66
BIM
4872
Breakwater Investment Management
Washington
$235M -$4.27M -2% 319
NCFG
4873
New Century Financial Group
New Jersey
$235M -$37.6M -14% 341
HIS
4874
Horizon Investment Services
Indiana
$235M +$1.19M +0.5% 141
OFS
4875
OMC Financial Services
New York
$235M +$23.6M +11% 62