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
BIA
5251
Bigelow Investment Advisors
Maine
$256M +$7.95M +3% 154
TWM
5252
TCFG Wealth Management
California
$256M +$1.5M +0.6% 290
WA
5253
Waterford Advisors
New York
$256M -$33.2M -11% 63
GFA
5254
Grunden Financial Advisory
Texas
$256M +$9.97M +4% 35
AG
5255
ASO Group
$256M 55
HIA
5256
HFM Investment Advisors
New Jersey
$256M +$9.32M +4% 1,342
TWA
5257
Trellis Wealth Advisors
California
$256M +$9.98M +4% 44
MAWCM
5258
Mine & Arao Wealth Creation & Management
California
$256M +$9.41M +4% 80
NA
5259
NVP Associates
California
$255M +$89.2M +54% 6
HAFS
5260
Hapanowicz & Associates Financial Services
Pennsylvania
$255M +$38.6M +18% 36
MCA
5261
Mendon Capital Advisors
Florida
$255M +$35.5M +16% 76
AWMT
5262
AAFMAA Wealth Management & Trust
North Carolina
$255M +$3.08M +1% 99
TGI
5263
TRV GP IV
Massachusetts
$255M -$18.8M -7% 2
WAP
5264
Wealth Analytics Partners
California
$255M 47
BAM
5265
Brilliance Asset Management
Hong Kong
$255M +$67.3M +36% 9
BCVI
5266
Bain Capital Venture Investors
Massachusetts
$255M +$141M +124% 4
SCM
5267
Spreng Capital Management
Ohio
$255M +$3.94M +2% 81
UFAC
5268
Urban Financial Advisory Corp
Illinois
$255M +$40M +19% 54
SWM
5269
SFG Wealth Management
Maryland
$255M +$23.7M +10% 145
FPW
5270
Flagship Private Wealth
Massachusetts
$254M +$5.38M +2% 118
ACM
5271
Aubrey Capital Management
United Kingdom
$254M -$63.1M -20% 67
DWM
5272
Ducere Wealth Management
California
$254M 122
RA
5273
Ruggaard & Associates
Ohio
$254M -$13.3M -5% 127
RA
5274
Ransom Advisory
Rhode Island
$254M +$31.9M +14% 442
SWM
5275
Shrier Wealth Management
California
$254M 126