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
TWP
5276
Total Wealth Planning
Ohio
$162M -$114M -41% 47
IDBONY
5277
Israel Discount Bank of New York
New York
$162M +$13.9M +9% 88
OWP
5278
Old Well Partners
North Carolina
$162M -$32.1M -17% 56
EWG
5279
Executive Wealth Group
Washington
$162M -$1.84M -1% 50
AWM
5280
Activest Wealth Management
Florida
$162M +$11.6M +8% 437
SCA
5281
Southern Capital Advisors
Tennessee
$162M 78
MCA
5282
Martin Capital Advisors
Texas
$162M 64
AA
5283
Addison Advisors
Vermont
$162M +$36.9M +30% 736
LI
5284
Latash Investments
Alaska
$162M +$1.42M +0.9% 21
OCA
5285
Offit Capital Advisors
New York
$162M 1
SHWM
5286
Silicon Hills Wealth Management
Texas
$162M +$15.7M +11% 125
MA
5287
MBA Advisors
Pennsylvania
$161M +$25.9M +19% 152
KC
5288
Kinloch Capital
Virginia
$161M +$19.7M +14% 68
RBC
5289
Rye Brook Capital
Connecticut
$161M +$24M +18% 35
PAMI
5290
Perseverance Asset Management International
Cayman Islands
$161M -$51.3M -24% 20
FF
5291
Friedenthal Financial
New Jersey
$161M -$7.85M -5% 84
WF
5292
Whelan Financial
California
$161M +$51.7M +47% 20
BSAM
5293
Blue Square Asset Management
New York
$161M +$1.15M +0.7% 94
CCIA
5294
Cherry Creek Investment Advisors
Colorado
$161M +$10.8M +7% 122
ACM
5295
Arrow Capital Management
New York
$161M +$18.8M +13% 12
SW
5296
Signify Wealth
Missouri
$161M +$35.4M +28% 28
HPWA
5297
Hall Private Wealth Advisors
North Carolina
$161M +$4.15M +3% 56
LPPF
5298
Long Path Partners Fund
Connecticut
$161M 7
BFA
5299
Bluestem Financial Advisors
Illinois
$161M +$7.84M +5% 27
APIM
5300
Agate Pass Investment Management
Washington
$161M 99