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
BC
5251
Bullfrog Capital
California
$141M -$28.7M -17% 3
TLA
5252
Tanglewood Legacy Advisors
Texas
$141M 247
LB
5253
Legacy Bridge
Iowa
$141M +$15.3M +12% 306
RMSCM
5254
R.M. Sincerbeaux Capital Management
New York
$141M +$13.6M +11% 44
FWA
5255
FSM Wealth Advisors
Ohio
$141M +$20.2M +17% 148
AWM
5256
AAF Wealth Management
Massachusetts
$141M +$15.7M +13% 41
AFG
5257
AFS Financial Group
Maryland
$141M 88
TWM
5258
Trinity Wealth Management
Pennsylvania
$140M +$15.7M +13% 42
MGB
5259
Mass General Brigham
Massachusetts
$140M -$51.9M -27% 5
BDFN
5260
Bond & Devick Financial Network
Minnesota
$140M +$19.4M +16% 126
BCFD
5261
Boit C.F. David
$140M +$17.3M +14% 109
ADMI
5262
Albert D. Mason Inc
Massachusetts
$140M +$15.4M +12% 161
ZC
5263
Zoom Communications
California
$140M +$10.1M +8% 3
PFA
5264
Pinnacle Family Advisors
Missouri
$140M +$24.5M +21% 97
KCP
5265
Keyframe Capital Partners
New York
$140M +$39.1M +39% 8
W
5266
WorthPointe
California
$140M +$21.3M +18% 52
FS
5267
Ferguson Shapiro
Georgia
$140M -$26.6M -16% 50
SF
5268
Safeguard Financial
Wisconsin
$140M +$31.7M +29% 68
BFA
5269
Beacon Financial Advisory
Ohio
$140M -$636K -0.5% 209
YEPV
5270
Yorktown Energy Partners VIII
New York
$140M -$29.4M -17% 2
MIM
5271
Moseley Investment Management
Florida
$140M +$3.41M +3% 150
MA
5272
Macellum Advisors
New York
$139M -$7.55M -5% 5
AFA
5273
AllGen Financial Advisors
Florida
$139M +$11M +9% 45
1W
5274
1776 Wealth
Georgia
$139M +$7.55M +6% 124
WHGC
5275
Wealth High Governance Capital
Brazil
$139M 10