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
HAFS
5251
Hapanowicz & Associates Financial Services
Pennsylvania
$255M +$38.6M +18% 36
MCA
5252
Mendon Capital Advisors
Florida
$255M +$35.5M +16% 76
AWMT
5253
AAFMAA Wealth Management & Trust
North Carolina
$255M +$3.08M +1% 99
TGI
5254
TRV GP IV
Massachusetts
$255M -$18.8M -7% 2
WAP
5255
Wealth Analytics Partners
California
$255M 47
BAM
5256
Brilliance Asset Management
Hong Kong
$255M +$67.3M +36% 9
BCVI
5257
Bain Capital Venture Investors
Massachusetts
$255M +$141M +124% 4
SCM
5258
Spreng Capital Management
Ohio
$255M +$3.94M +2% 81
UFAC
5259
Urban Financial Advisory Corp
Illinois
$255M +$40M +19% 54
SWM
5260
SFG Wealth Management
Maryland
$255M +$23.7M +10% 145
FPW
5261
Flagship Private Wealth
Massachusetts
$254M +$5.38M +2% 118
ACM
5262
Aubrey Capital Management
United Kingdom
$254M -$63.1M -20% 67
DWM
5263
Ducere Wealth Management
California
$254M 122
RA
5264
Ruggaard & Associates
Ohio
$254M -$13.3M -5% 127
RA
5265
Ransom Advisory
Rhode Island
$254M +$31.9M +14% 442
SWM
5266
Shrier Wealth Management
California
$254M 126
HBS
5267
Howard Bailey Securities
Indiana
$254M -$97.5M -28% 163
EPW
5268
Evergreen Private Wealth
Colorado
$254M +$7M +3% 240
AA
5269
ACT Advisors
North Carolina
$254M +$5.95M +2% 77
MWA
5270
Mills Wealth Advisors
Texas
$254M +$7.76M +3% 75
FWM
5271
FMB Wealth Management
California
$253M +$17.3M +7% 96
LIA
5272
Luken Investment Analytics
Tennessee
$253M -$2.53M -1% 401
GTAM
5273
Global Trust Asset Management
Florida
$253M +$32.2M +15% 555
GWS
5274
Greykasell Wealth Strategies
California
$253M +$15.8M +7% 501
BPCM
5275
Beach Point Capital Management
California
$253M +$38M +18% 22