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
PWA
4926
Phoenix Wealth Advisors
North Carolina
$231M +$15.2M +7% 126
BIG
4927
Boothe Investment Group
Delaware
$230M +$11.5M +5% 41
AVM
4928
Arch Venture Management
Illinois
$230M -$30.3M -12% 9
SCM
4929
Spreng Capital Management
Ohio
$230M +$15.1M +7% 78
TFA
4930
TPG Financial Advisors
Oregon
$230M +$7.76M +3% 70
BP
4931
BWM Planning
Texas
$230M +$4.47M +2% 78
1CM
4932
14B Capital Management
California
$230M +$6.69M +3% 10
PXPO
4933
Peak XV Partners Operations
Mauritius
$230M +$51.4M +29% 4
LWM
4934
Laidlaw Wealth Management
New York
$230M +$27.4M +14% 194
MA
4935
MKT Advisors
California
$230M +$16.3M +8% 161
ACA
4936
Ascension Capital Advisors
Texas
$229M +$15.1M +7% 42
PWAC
4937
Private Wealth Advisors (California)
California
$229M -$16.3M -7% 87
CCM
4938
Consolidated Capital Management
California
$229M +$209K +0.1% 36
WIP
4939
WealthCare Investment Partners
Rhode Island
$229M +$1.1M +0.5% 150
FC
4940
FACT Capital
New York
$229M -$28.6M -11% 22
IMA
4941
Investment Management Associates
Colorado
$229M -$24.4M -10% 34
IPA
4942
Investment Planning Advisors
Georgia
$229M +$33M +17% 66
MAM
4943
MMA Asset Management
Pennsylvania
$229M -$146M -39% 151
YRHAM
4944
Yong Rong (HK) Asset Management
Hong Kong
$229M -$113M -33% 35
AWA
4945
Alta Wealth Advisors
Massachusetts
$229M +$9.75M +4% 145
HLCM
4946
Hi-Line Capital Management
South Dakota
$229M +$24.9M +12% 42
SICM
4947
Sustainable Insight Capital Management
New York
$229M +$7.9M +4% 93
SFS
4948
Solitude Financial Services
Virginia
$228M -$5.82M -2% 37
AWMT
4949
AAFMAA Wealth Management & Trust
North Carolina
$228M +$1.39M +0.6% 67
HCM
4950
Hahn Capital Management
California
$228M +$72.9M +47% 30