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
MA
5201
MBA Advisors
Pennsylvania
$196M +$2.15M +1% 132
FWM
5202
Fortress Wealth Management
California
$196M +$1.47M +0.8% 69
BIA
5203
Beacon Investment Advisors
Maryland
$195M +$20M +11% 151
EC
5204
Eaton-Cambridge
Arizona
$195M +$7.63M +4% 30
LI
5205
Latigo Investments
Florida
$195M +$255K +0.1% 20
MA
5206
Mudita Advisors
United Kingdom
$195M +$27.4M +16% 19
AMC
5207
Atlas Merchant Capital
New York
$195M -$43.5M -18% 78
JPLA
5208
Joseph P. Lucia & Associates
New York
$195M +$8.55M +5% 129
PBRA
5209
Pine Brook Road Advisors
New York
$195M -$51.5M -21% 3
WA1
5210
Wimmer Associates 1
California
$195M +$4.91M +3% 113
SI
5211
Seeds Investor
New York
$195M +$86.6M +80% 230
SF
5212
Slagle Financial
Illinois
$195M +$10.7M +6% 122
SC
5213
Slotnik Capital
Texas
$195M +$40.1M +26% 27
DRS
5214
Deane Retirement Strategies
Louisiana
$195M -$2.05M -1% 96
BFS
5215
Burkett Financial Services
South Carolina
$195M +$914K +0.5% 206
RA
5216
Rockingstone Advisors
Massachusetts
$195M +$1.13M +0.6% 110
PXPO
5217
Peak XV Partners Operations
Mauritius
$195M -$82.2M -30% 3
SCG
5218
Sonata Capital Group
Washington
$195M -$24.9M -11% 116
FWA
5219
FOCUS Wealth Advisors
Texas
$195M +$8.02M +4% 59
SPWM
5220
Straight Path Wealth Management
Michigan
$195M +$16.6M +9% 99
MFC
5221
Mechanics Financial Corp
Ohio
$195M +$2.44M +1% 232
GSB
5222
Greenfield Savings Bank
Massachusetts
$195M +$4.29M +2% 155
FCB
5223
First County Bank
Connecticut
$194M -$10.2M -5% 168
BM
5224
Bridger Management
New York
$194M -$27.5M -12% 33
CCA
5225
Cora Capital Advisors
New Jersey
$194M +$6.9M +4% 100