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
TWM
5276
Triton Wealth Management
Arizona
$149M -$29.3M -16% 87
QS
5277
Quantitative Strategies
California
$149M -$358K -0.2% 20
WCAU
5278
Working Capital Advisors (UK)
United Kingdom
$149M +$6.53M +5% 4
EWA
5279
Etesian Wealth Advisors
Oregon
$149M -$4.62M -3% 108
CFO
5280
Custos Family Office
Texas
$148M -$5.96M -4% 46
RFS
5281
Retirement Financial Solutions
Tennessee
$148M +$2.78M +2% 46
IFA
5282
Interactive Financial Advisors
Illinois
$148M +$1.12M +0.8% 84
LBC
5283
Lawrence B. Cohen
$148M -$7.95M -5% 69
DFS
5284
Dixon Fnancial Services
California
$148M -$5.75M -4% 24
PWM
5285
Purus Wealth Management
California
$148M -$6.06M -4% 118
CL
5286
COWA LLC
Oklahoma
$148M -$3.83M -3% 112
MMRF
5287
Michelson Medical Research Foundation
California
$148M +$7.56M +5% 28
FAG
5288
Fortitude Advisory Group
Washington
$148M +$12.6M +9% 223
VWMG
5289
Virginia Wealth Management Group
Virginia
$148M +$2.12M +1% 72
6F
5290
626 Financial
Michigan
$148M -$8.53M -5% 115
GL
5291
GHE LLC
Tennessee
$148M -$1.5M -1% 55
NCM
5292
Northland Capital Management
Minnesota
$148M +$12.3M +9% 35
ICP
5293
Indus Capital Partners
New York
$148M +$97.9M +197% 8
IAG
5294
Investmark Advisory Group
Connecticut
$148M -$2.34M -2% 111
APIM
5295
Agate Pass Investment Management
Washington
$148M -$17.2M -10% 93
BWM
5296
Birchcreek Wealth Management
Ohio
$148M +$4.26M +3% 140
SPWM
5297
Straight Path Wealth Management
Michigan
$148M +$1.81M +1% 85
CPSC
5298
Carl P. Sherr & Co
Massachusetts
$147M -$4.87M -3% 117
CCIA
5299
Cherry Creek Investment Advisors
Colorado
$147M -$1.46M -1% 101
PAG
5300
Powers Advisory Group
Illinois
$147M -$3.64M -2% 91