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
BWG
4901
Beta Wealth Group
California
$169M -$3.92M -2% 107
CPW
4902
Catalyst Private Wealth
California
$169M +$9.62M +6% 75
WCM
4903
Whitefort Capital Management
New York
$169M +$62.6M +59% 19
CIP
4904
Convergence Investment Partners
Florida
$169M -$5.1M -3% 197
GIA
4905
Goodwin Investment Advisory
Georgia
$169M -$2.23M -1% 86
APC
4906
Aristotle Pacific Capital
California
$169M +$113M +202% 5
SL
4907
SIB LLC
New York
$169M -$7.07M -4% 18
AWM
4908
Ameliora Wealth Management
Switzerland
$169M +$6.78M +4% 221
AIA
4909
Armor Investment Advisors
North Carolina
$169M +$3.57M +2% 169
CI
4910
Chartist Inc
California
$169M -$20.4M -11% 28
WAM
4911
WFA Asset Management
Wisconsin
$169M -$139K -0.1% 272
GI
4912
Glovista Investments
New Jersey
$169M -$20.5M -11% 42
CF
4913
Convergence Financial
Missouri
$168M +$5.74M +4% 32
TW
4914
Towerpoint Wealth
California
$168M -$9.04M -5% 84
AFS
4915
Amtrust Financial Services
New York
$168M -$10.4M -6% 15
MPPW
4916
Mitchell & Pahl Private Wealth
Oklahoma
$168M +$2.77M +2% 154
HA
4917
HC Advisors
Georgia
$168M -$4.14M -2% 88
CWM
4918
Cherrydale Wealth Management
New Jersey
$168M +$24.9M +17% 50
PFG
4919
Pinnacle Financial Group
Illinois
$168M -$8.05M -5% 62
RA
4920
Ruggaard & Associates
Ohio
$168M -$2.88M -2% 115
NOI
4921
Newton One Investments
Delaware
$168M -$6.43M -4% 132
AWP
4922
Accretive Wealth Partners
New Jersey
$168M -$894K -0.5% 123
WVP
4923
Worth Venture Partners
New Jersey
$168M -$14.8M -8% 194
FIA
4924
FNY Investment Advisers
New York
$168M +$89.1M +113% 849
LCM
4925
Lazari Capital Management
California
$168M -$10.2M -6% 132