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
TSWM
5101
Tyler-Stone Wealth Management
Ohio
$131M -$18.9M -13% 894
SWP
5102
ShoreHaven Wealth Partners
New Jersey
$131M -$8.32M -6% 83
JFG
5103
Jefferies Financial Group
New York
$131M -$18.7M -12% 6
PIM
5104
Profit Investment Management
Maryland
$131M -$5.5M -4% 79
CAAM
5105
Cornerstone Advisors Asset Management
Pennsylvania
$131M -$9.93M -7% 72
SV
5106
Sturgeon Ventures
United Kingdom
$130M -$18.5M -12% 42
VW
5107
Vance Wealth
California
$130M +$793K +0.6% 68
SRAM
5108
Spouting Rock Asset Management
Pennsylvania
$130M -$23.9M -15% 161
FCMV
5109
Foresite Capital Management V
California
$130M -$13.1M -9% 14
UOMF
5110
University of Massachusetts Foundation
Massachusetts
$130M +$13.3M +11% 5
HVCM
5111
Hel Ved Capital Management
Hong Kong
$130M -$33.1M -20% 18
ZC
5112
Zoom Communications
California
$130M +$8.63M +7% 3
LBC
5113
Lawrence B. Cohen
$130M -$10.6M -8% 68
BAM
5114
Byrne Asset Management
New Jersey
$130M -$5.73M -4% 577
UCIG
5115
Ulrich Consultants & Investment Group
New Mexico
$130M -$52.9M -29% 71
RWG
5116
Regal Wealth Group
California
$130M -$8.98M -6% 49
MUAMU
5117
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$130M -$43.6M -25% 86
AIA
5118
Arrow Investment Advisors
Maryland
$129M +$4.29M +3% 78
RFG
5119
Range Financial Group
Oregon
$129M -$8.23M -6% 169
AWA
5120
ARQ Wealth Advisors
Arizona
$129M -$10.4M -7% 53
LSA
5121
Lansing Street Advisors
Pennsylvania
$129M +$804K +0.6% 299
CAMV
5122
Concord Asset Management (Virginia)
Virginia
$129M -$7.14M -5% 48
NG
5123
NWK Group
California
$129M -$19M -13% 84
FNBOSM
5124
First National Bank of South Miami
Florida
$129M -$17.6M -12% 300
FMTCOCP
5125
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$129M -$8.16M -6% 368