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
BWA
4926
Bordeaux Wealth Advisors
California
$145M -$40.3M -22% 93
WLPWM
4927
Walled Lake Planning & Wealth Management
Illinois
$145M -$22.9M -14% 93
PP
4928
Pacifica Partners
Canada
$145M -$8.66M -6% 531
M1FG
4929
Mach-1 Financial Group
Arkansas
$145M +$2.48M +2% 454
EFMH
4930
E Fund Management (HK)
Hong Kong
$145M -$12.5M -8% 42
CIM
4931
Chapman Investment Management
California
$145M -$43.2M -23% 44
HMP9
4932
Highland Management Partners 9
Massachusetts
$145M -$73.9M -34% 5
TC
4933
Tacita Capital
Ontario, Canada
$145M -$28.2M -16% 209
TCM
4934
Tao Capital Management
California
$144M -$130M -47% 17
TCMP
4935
Thrive Capital Management (Pennsylvania)
Pennsylvania
$144M -$21.3M -13% 116
SST
4936
S Squared Technology
New York
$144M -$55.9M -28% 38
TCM
4937
Tieton Capital Management
Washington
$144M -$36.7M -20% 32
AWA
4938
Alta Wealth Advisors
Massachusetts
$144M -$24.2M -14% 152
NEPPG
4939
New England Professional Planning Group
Rhode Island
$144M -$22.9M -14% 45
SIAG
4940
Signet Investment Advisory Group
Rhode Island
$144M -$22.1M -13% 86
SMG
4941
Smart Money Group
Texas
$144M -$4.78M -3% 59
WCG
4942
Wall Capital Group
Arizona
$144M -$98.7M -41% 23
CWA
4943
CJM Wealth Advisers
Virginia
$144M -$2.22M -2% 60
SG
4944
Stagwell Group
Florida
$144M -$48M -25% 1
MPPW
4945
Mitchell & Pahl Private Wealth
Oklahoma
$144M -$13.2M -8% 171
BFA
4946
Bluestem Financial Advisors
Illinois
$144M -$15.6M -10% 29
JA
4947
JVL Associates
Michigan
$144M -$17.3M -11% 41
CSB
4948
City State Bank
Iowa
$143M -$22.1M -13% 722
ATWA
4949
Arbor Trust Wealth Advisors
Michigan
$143M -$23.2M -14% 108
SA
4950
SRN Advisors
Pennsylvania
$143M -$83.1M -37% 111