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
TWM
5026
TriaGen Wealth Management
California
$141M -$52M -27% 203
PE
5027
Platinum Equity
California
$141M -$26.5M -16% 7
VFA
5028
Values First Advisors
Tennessee
$141M -$17.6M -11% 179
RC
5029
RDST Capital
Washington
$141M +$136K +0.1% 18
WWM
5030
WJ Wealth Management
Arizona
$141M -$9.67M -6% 63
WFC
5031
Western Financial Corp
California
$141M -$31.6M -18% 111
CFCI
5032
Comprehensive Financial Consultants Institutional
Indiana
$141M -$3.05M -2% 165
CA
5033
Corrado Advisors
New Jersey
$141M -$22.7M -14% 118
RDFA
5034
Ritter Daniher Financial Advisory
Ohio
$141M -$4.39M -3% 269
LA
5035
Lindenwold Advisors
Pennsylvania
$141M -$22.3M -14% 127
UFM
5036
Ursa Fund Management
California
$141M +$16.5M +13% 66
CAAM
5037
Cornerstone Advisors Asset Management
Pennsylvania
$140M -$3.68M -3% 72
HA
5038
HC Advisors
Georgia
$140M -$17.2M -11% 87
LBC
5039
Lawrence B. Cohen
$140M -$28.4M -17% 65
SWM
5040
Soundmark Wealth Management
Washington
$140M -$2.42M -2% 65
SFP
5041
Sandbox Financial Partners
Maryland
$140M -$34.6M -20% 100
LR
5042
Library Research
Hong Kong
$140M +$16.4M +13% 5
JRCM
5043
Jones Road Capital Management
New York
$140M -$33.7M -19% 62
MIC
5044
Maxi Investments CY
Cyprus
$140M -$30M -18% 65
NC
5045
Naman Capital
Brazil
$140M -$13.4M -9% 17
ACM
5046
Aisling Capital Management
New York
$140M -$45.1M -24% 21
BCM
5047
Birch Capital Management
Texas
$140M -$22.5M -14% 104
PWA
5048
PCG Wealth Advisors
Kansas
$140M -$17.3M -11% 97
EPIM
5049
Equinox Partners Investment Management
Connecticut
$140M -$36.2M -21% 12
WCM
5050
WestBridge Capital Management
Mauritius
$140M -$69.1M -33% 3