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
TF
4901
Theory Financial
Colorado
$167M +$15.7M +10% 62
BBWP
4902
Beacon Bridge Wealth Partners
Pennsylvania
$167M +$29.1M +21% 95
VF
4903
Visa Foundation
California
$167M +$3.9M +2% 1
SG
4904
Sharper & Granite
California
$167M +$16.3M +11% 100
LFA
4905
Level Financial Advisors
New York
$167M +$13.9M +9% 300
WAM
4906
Westport Asset Management
Connecticut
$167M +$9.99M +6% 70
1W
4907
1776 Wealth
Georgia
$167M +$27.2M +20% 131
NOI
4908
Newton One Investments
Delaware
$166M +$11.5M +7% 119
TM
4909
Tiger Management
New York
$166M +$8.23M +5% 37
APWM
4910
Atlas Private Wealth Management
New York
$166M -$50.4M -23% 120
GWM
4911
Grand Wealth Management
Michigan
$166M +$5.57M +3% 61
WFS
4912
Weitzel Financial Services
Iowa
$166M +$9.73M +6% 39
CAGAS
4913
Capital Advisory Group Advisory Services
Minnesota
$166M +$19.1M +13% 149
ATIA
4914
American Trust Investment Advisors
New Hampshire
$166M +$8.56M +5% 85
PP
4915
Pacifica Partners
Canada
$166M +$18.8M +13% 513
SC
4916
Stephens Consulting
Michigan
$166M +$15.3M +10% 539
UMC
4917
UNC Management Company
North Carolina
$166M -$161K -0.1% 3
SIC
4918
Samalin Investment Counsel
New York
$166M +$7.7M +5% 274
DR
4919
Davis Rea
Ontario, Canada
$166M +$5.87M +4% 44
SFP
4920
Sandbox Financial Partners
Maryland
$166M +$21.2M +15% 98
CF
4921
CNA Financial
Illinois
$166M +$1.31M +0.8% 82
NEPPG
4922
New England Professional Planning Group
Rhode Island
$166M -$12.4M -7% 43
WIP
4923
WealthCare Investment Partners
Rhode Island
$165M +$18.5M +13% 132
MS
4924
Marshall & Sullivan
Washington
$165M +$5.67M +4% 96
SCM
4925
Sitrin Capital Management
California
$165M +$8.08M +5% 40