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
AFM
5276
Abbot Financial Management
Massachusetts
$149M -$7.14M -5% 116
SI
5277
Saxon Interests
Texas
$149M -$38.1M -20% 206
CWMU
5278
Caliber Wealth Management (Utah)
Utah
$149M -$575K -0.4% 56
TWM
5279
Triton Wealth Management
Arizona
$149M -$29.3M -16% 87
QS
5280
Quantitative Strategies
California
$149M -$358K -0.2% 20
WCAU
5281
Working Capital Advisors (UK)
United Kingdom
$149M +$6.53M +5% 4
EWA
5282
Etesian Wealth Advisors
Oregon
$149M -$4.62M -3% 108
CFO
5283
Custos Family Office
Texas
$148M -$5.96M -4% 46
RFS
5284
Retirement Financial Solutions
Tennessee
$148M +$2.78M +2% 46
IFA
5285
Interactive Financial Advisors
Illinois
$148M +$1.12M +0.8% 84
LBC
5286
Lawrence B. Cohen
$148M -$7.95M -5% 69
DFS
5287
Dixon Fnancial Services
California
$148M -$5.75M -4% 24
PWM
5288
Purus Wealth Management
California
$148M -$6.06M -4% 118
CL
5289
COWA LLC
Oklahoma
$148M -$3.83M -3% 112
MMRF
5290
Michelson Medical Research Foundation
California
$148M +$7.56M +5% 28
FAG
5291
Fortitude Advisory Group
Washington
$148M +$12.6M +9% 223
VWMG
5292
Virginia Wealth Management Group
Virginia
$148M +$2.12M +1% 72
6F
5293
626 Financial
Michigan
$148M -$8.53M -5% 115
GL
5294
GHE LLC
Tennessee
$148M -$1.5M -1% 55
NCM
5295
Northland Capital Management
Minnesota
$148M +$12.3M +9% 35
ICP
5296
Indus Capital Partners
New York
$148M +$97.9M +197% 8
IAG
5297
Investmark Advisory Group
Connecticut
$148M -$2.34M -2% 111
APIM
5298
Agate Pass Investment Management
Washington
$148M -$17.2M -10% 93
BWM
5299
Birchcreek Wealth Management
Ohio
$148M +$4.26M +3% 140
SPWM
5300
Straight Path Wealth Management
Michigan
$148M +$1.81M +1% 85