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
5076
Trinity Wealth Management
Pennsylvania
$271M +$4.76M +2% 76
CWA
5077
Consilium Wealth Advisory
Texas
$271M +$11.8M +5% 98
MFC
5078
Mechanics Financial Corp
Ohio
$271M +$6.93M +3% 244
AA
5079
AJ Advisors
Tennessee
$271M +$26.5M +11% 39
EAIC
5080
Empower Annuity Insurance Company
Connecticut
$271M -$3.14M -1% 1
MWA
5081
Miller Wealth Advisors
Colorado
$271M +$22.8M +9% 142
BWM
5082
Buska Wealth Management
Wisconsin
$271M -$62.5M -19% 79
HOWA
5083
Heritage Oak Wealth Advisors
Florida
$271M -$4.57M -2% 97
WIA
5084
Wealthedge Investment Advisors
New York
$270M +$6.07M +2% 147
SCM
5085
Stonehearth Capital Management
Massachusetts
$270M +$11.9M +5% 102
HM
5086
Harvest Management
New York
$270M +$66.5M +33% 81
SONJCPFA
5087
State of New Jersey Common Pension Fund A
New Jersey
$270M -$12.1M -4% 3
SFS
5088
Searcy Financial Services
Kansas
$270M +$6.72M +3% 25
TW
5089
ticino wealth
California
$270M 139
RCS
5090
Retirement Capital Strategies
California
$270M +$9M +3% 72
EA
5091
Everpar Advisors
Oklahoma
$270M +$16.7M +7% 311
HCM
5092
Harspring Capital Management
New York
$270M +$8.4M +3% 15
NCM
5093
NCM Capital Management
New Jersey
$270M +$11.8M +5% 186
WWA
5094
Wealth Watch Advisors
Colorado
$269M +$26.7M +11% 1,051
BOC
5095
Barbara Oil Co
Illinois
$269M +$923K +0.3% 78
BNMT
5096
Bawa N Mallick Trust
New York
$269M +$5.01M +2% 75
IWP
5097
Invenio Wealth Partners
Florida
$269M -$5.62M -2% 97
APIM
5098
Agate Pass Investment Management
Washington
$269M +$6.35M +2% 107
TSS
5099
Thomas Story & Son
Indiana
$269M -$2.9M -1% 52
SM
5100
Scoggin Management
New York
$269M +$8.11M +3% 62