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
WAM
5251
Westport Asset Management
Connecticut
$206M -$2.8M -1% 76
TWA
5252
Trellis Wealth Advisors
California
$206M +$7.2M +4% 36
CW
5253
Cook Wealth
North Carolina
$206M -$7.16M -3% 58
MWM
5254
McNaughton Wealth Management
California
$206M -$1.48M -0.7% 78
BB
5255
Burford Brothers
Texas
$206M +$2.28M +1% 169
GPFA
5256
Game Plan Financial Advisors
Ohio
$206M -$4.9M -2% 422
VM
5257
VPR Management
Texas
$206M +$14M +7% 55
ICM
5258
Intrepid Capital Management
Florida
$206M +$9.44M +5% 118
HIS
5259
Horizon Investment Services
Indiana
$206M -$29.3M -12% 133
GFA
5260
Grunden Financial Advisory
Texas
$206M -$1.22M -0.6% 27
BF
5261
Brogan Financial
Tennessee
$206M +$1.65M +0.8% 61
PKC
5262
Palmer Knight Company
Florida
$206M -$17.4M -8% 33
KW
5263
Keyvantage Wealth
Pennsylvania
$206M +$65.6M +47% 103
LGW
5264
Leslie Global Wealth
Illinois
$205M -$10M -5% 79
FOR
5265
Family Office Research
Maryland
$205M -$22.8M -10% 79
CPW
5266
Catalyst Private Wealth
California
$205M -$19.3M -9% 87
GCM
5267
Gallacher Capital Management
Colorado
$205M +$3.78M +2% 354
RA
5268
Rosalind Advisors
Ontario, Canada
$205M +$19.6M +11% 44
PC
5269
ParaFi Capital
New York
$205M -$212M -51% 9
MAWCM
5270
Mine & Arao Wealth Creation & Management
California
$205M -$13.2M -6% 77
AWA
5271
Adapt Wealth Advisors
Georgia
$205M +$1.88M +0.9% 71
OFCM
5272
One Fin Capital Management
California
$205M -$26.5M -11% 25
BWM
5273
Bernard Wealth Management
Michigan
$205M -$7.69M -4% 408
KIG
5274
Kessler Investment Group
Indiana
$205M -$6M -3% 223
SWM
5275
SFG Wealth Management
Maryland
$205M +$14.2M +7% 131