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
OPW
4926
Osprey Private Wealth
New York
$275M +$91.5M +50% 66
SN
4927
Sittner & Nelson
Oregon
$275M +$26.5M +11% 515
BCM
4928
Buckhead Capital Management
Georgia
$275M +$16.5M +6% 136
HOWA
4929
Heritage Oak Wealth Advisors
Florida
$275M +$16.1M +6% 89
GPC
4930
Gallatin Point Capital
Connecticut
$275M -$171M -38% 2
SA
4931
Sonoma Allocations
California
$275M 137
IWP
4932
Invenio Wealth Partners
Florida
$275M +$23.3M +9% 98
PWM
4933
Power Wealth Management
Georgia
$275M +$14.5M +6% 96
IIA
4934
ICW Investment Advisors
Arizona
$274M +$21.3M +8% 145
FPL
4935
Fortress Private Ledger
North Carolina
$274M +$54.1M +25% 205
MCM
4936
Multicoin Capital Management
Texas
$274M +$150M +120% 3
AWS
4937
Arkfeld Wealth Strategies
Nebraska
$274M +$20.9M +8% 115
LWA
4938
Lowe Wealth Advisors
Maryland
$274M +$17.8M +7% 404
TGI
4939
TRV GP IV
Massachusetts
$274M +$111M +68% 3
EAIC
4940
Empower Annuity Insurance Company
Connecticut
$274M +$4.57M +2% 1
GP
4941
Geneva Partners
Wisconsin
$274M +$21.6M +9% 80
FWM
4942
FSA Wealth Management
Massachusetts
$273M +$17.1M +7% 593
SWC
4943
Square Wave Capital
New York
$273M +$169M +162% 8
CFLC
4944
California First Leasing Corp
California
$273M +$32.6M +14% 45
I
4945
InvesTrust
Oklahoma
$273M +$13.9M +5% 95
5VM
4946
5AM Venture Management
California
$273M +$12.9M +5% 29
BIG
4947
Boothe Investment Group
Delaware
$273M +$10.6M +4% 39
KNFPWM
4948
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$273M +$22.9M +9% 80
TWCM
4949
True Wind Capital Management
California
$273M +$36.4M +15% 2
SC
4950
Stance Capital
Massachusetts
$273M +$6.75M +3% 313