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
TFA
4926
TPG Financial Advisors
Oregon
$230M +$7.76M +3% 70
BP
4927
BWM Planning
Texas
$230M +$4.47M +2% 78
1CM
4928
14B Capital Management
California
$230M +$6.69M +3% 10
PXPO
4929
Peak XV Partners Operations
Mauritius
$230M +$51.4M +29% 4
LWM
4930
Laidlaw Wealth Management
New York
$230M +$27.4M +14% 194
MA
4931
MKT Advisors
California
$230M +$16.3M +8% 161
ACA
4932
Ascension Capital Advisors
Texas
$229M +$15.1M +7% 42
PWAC
4933
Private Wealth Advisors (California)
California
$229M -$16.3M -7% 87
CCM
4934
Consolidated Capital Management
California
$229M +$209K +0.1% 36
WIP
4935
WealthCare Investment Partners
Rhode Island
$229M +$1.1M +0.5% 150
FC
4936
FACT Capital
New York
$229M -$28.6M -11% 22
IMA
4937
Investment Management Associates
Colorado
$229M -$24.4M -10% 34
IPA
4938
Investment Planning Advisors
Georgia
$229M +$33M +17% 66
MAM
4939
MMA Asset Management
Pennsylvania
$229M -$146M -39% 151
YRHAM
4940
Yong Rong (HK) Asset Management
Hong Kong
$229M -$113M -33% 35
AWA
4941
Alta Wealth Advisors
Massachusetts
$229M +$9.75M +4% 145
HLCM
4942
Hi-Line Capital Management
South Dakota
$229M +$24.9M +12% 42
SICM
4943
Sustainable Insight Capital Management
New York
$229M +$7.9M +4% 93
SFS
4944
Solitude Financial Services
Virginia
$228M -$5.82M -2% 37
AWMT
4945
AAFMAA Wealth Management & Trust
North Carolina
$228M +$1.39M +0.6% 67
HCM
4946
Hahn Capital Management
California
$228M +$72.9M +47% 30
SM
4947
Sensible Money
Arizona
$228M -$784K -0.3% 87
RA
4948
Ruggaard & Associates
Ohio
$228M -$1.71M -0.7% 118
HIM
4949
Harbour Investment Management
Washington
$228M +$2.28M +1% 99
BNMT
4950
Bawa N Mallick Trust
New York
$228M 68