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
HWP
5176
Highline Wealth Partners
California
$159M +$12.5M +9% 355
AWM
5177
AAF Wealth Management
Massachusetts
$159M +$8.52M +6% 47
MA
5178
Menlo Advisors
California
$159M +$13.1M +9% 31
IW
5179
Imprint Wealth
South Carolina
$159M +$6.64M +4% 182
SW
5180
StrongBox Wealth
Missouri
$159M +$9.5M +6% 90
FH
5181
FWG Holdings
Florida
$158M +$19.6M +14% 100
BMC
5182
Beaton Management Company
Massachusetts
$158M +$9.87M +7% 132
TCM
5183
Thomist Capital Management
Texas
$158M -$11.3M -7% 35
ACM
5184
Ayrshire Capital Management
Connecticut
$158M +$11.5M +8% 50
IWA
5185
IVC Wealth Advisors
Pennsylvania
$158M +$16.8M +12% 165
KIC
5186
Kensington Investment Counsel
California
$158M +$25.2M +19% 99
HAM
5187
HoldCo Asset Management
Florida
$158M -$24M -13% 22
EFIC
5188
Eliot Finkel Investment Counsel
California
$158M +$714K +0.5% 31
BWM
5189
Baron Wealth Management
Michigan
$158M +$16.3M +12% 151
JIC
5190
Juniper Investment Company
New York
$157M +$20.6M +15% 9
FNBSF
5191
First National Bank Sioux Falls
South Dakota
$157M +$13.1M +9% 116
RFG
5192
Range Financial Group
Oregon
$157M +$4.58M +3% 185
BBP
5193
Banco BTG Pactual
Brazil
$157M -$59.3M -27% 147
ATWA
5194
Arbor Trust Wealth Advisors
Michigan
$157M +$5.12M +3% 104
EFSCE
5195
Enterprise Financial Services Corp (EFSC)
Missouri
$157M +$4.14M +3% 166
SIM
5196
SummerHaven Investment Management
Connecticut
$157M -$14.4M -8% 197
ZCM
5197
Zenyatta Capital Management
Delaware
$157M +$64.2M +69% 38
SIAM
5198
Sterling Investment Advisors (Missouri)
Missouri
$157M +$2.67M +2% 29
PCR
5199
Potrero Capital Research
California
$157M +$8.1M +5% 29
PFG
5200
Piershale Financial Group
Illinois
$157M +$30.1M +24% 306