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
LFA
4901
Level Financial Advisors
New York
$167M +$13.9M +9% 300
WAM
4902
Westport Asset Management
Connecticut
$167M +$9.99M +6% 70
1W
4903
1776 Wealth
Georgia
$167M +$27.2M +20% 131
NOI
4904
Newton One Investments
Delaware
$166M +$11.5M +7% 119
TM
4905
Tiger Management
New York
$166M +$8.23M +5% 37
APWM
4906
Atlas Private Wealth Management
New York
$166M -$50.4M -23% 120
GWM
4907
Grand Wealth Management
Michigan
$166M +$5.57M +3% 61
WFS
4908
Weitzel Financial Services
Iowa
$166M +$9.73M +6% 39
CAGAS
4909
Capital Advisory Group Advisory Services
Minnesota
$166M +$19.1M +13% 149
ATIA
4910
American Trust Investment Advisors
New Hampshire
$166M +$8.56M +5% 85
PP
4911
Pacifica Partners
Canada
$166M +$18.8M +13% 513
SC
4912
Stephens Consulting
Michigan
$166M +$15.3M +10% 539
UMC
4913
UNC Management Company
North Carolina
$166M -$161K -0.1% 3
SIC
4914
Samalin Investment Counsel
New York
$166M +$7.7M +5% 274
DR
4915
Davis Rea
Ontario, Canada
$166M +$5.87M +4% 44
SFP
4916
Sandbox Financial Partners
Maryland
$166M +$21.2M +15% 98
CF
4917
CNA Financial
Illinois
$166M +$1.31M +0.8% 82
NEPPG
4918
New England Professional Planning Group
Rhode Island
$166M -$12.4M -7% 43
WIP
4919
WealthCare Investment Partners
Rhode Island
$165M +$18.5M +13% 132
MS
4920
Marshall & Sullivan
Washington
$165M +$5.67M +4% 96
SCM
4921
Sitrin Capital Management
California
$165M +$8.08M +5% 40
RPCA
4922
Running Point Capital Advisors
California
$165M +$2.27M +1% 215
TL
4923
Tradewinds LLC
North Carolina
$165M +$9.87M +6% 232
JCI
4924
Jet Capital Investors
New York
$165M +$15M +10% 21
PCMK
4925
Paragon Capital Management (Kansas)
Kansas
$165M +$4.47M +3% 52