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
BWS
4976
BCR Wealth Strategies
Alabama
$228M +$13.9M +7% 27
OWM
4977
Olympus Wealth Management
Utah
$228M -$46.9M -17% 20
HOWA
4978
Heritage Oak Wealth Advisors
Florida
$228M +$14.7M +7% 92
BWM
4979
Baron Wealth Management
Michigan
$228M +$15.1M +7% 238
BFA
4980
Buttonwood Financial Advisors
Maryland
$228M +$62.4K +0% 99
VCM
4981
Verger Capital Management
North Carolina
$227M +$26.7M +13% 14
AW
4982
Alteri Wealth
California
$227M -$134M -37% 267
PVM
4983
Palogic Value Management
Texas
$227M -$23M -9% 181
NMC
4984
New Mountain Capital
New York
$227M -$68M -23% 1
LK
4985
Lumbard & Kellner
New Hampshire
$227M -$5.86M -3% 91
SBF
4986
Sara-Bay Financial
Florida
$227M -$43M -16% 85
MWP
4987
Meredith Wealth Planning
Illinois
$227M +$2.35M +1% 54
LWMNY
4988
Landmark Wealth Management (New York)
New York
$227M +$1.12M +0.5% 76
CFLC
4989
California First Leasing Corp
California
$227M -$15.9M -7% 48
MCA
4990
Maryland Capital Advisors
Maryland
$227M +$10.9M +5% 265
HP
4991
HealthInvest Partners
Sweden
$227M +$15.7M +7% 41
TC
4992
Toews Corporation
New Jersey
$226M +$58.1M +35% 11
WCA
4993
Whetstone Capital Advisors
Kansas
$226M -$36.3M -14% 39
RA
4994
Rise Advisors
New York
$226M +$18.4M +9% 1,582
TFA
4995
TPG Financial Advisors
Oregon
$226M -$3.55M -2% 68
CI
4996
Cherokee Insurance
Michigan
$226M +$5.61M +3% 123
TFO
4997
Timonier Family Office
North Carolina
$226M +$31.3M +16% 50
WF
4998
Warner Financial
Maryland
$226M -$6.55M -3% 121
DIP
4999
Davis Investment Partners
North Carolina
$226M -$11.2M -5% 157
FFAM
5000
Forge First Asset Management
Canada
$226M -$49.9M -18% 52