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
DI
5276
Disciplined Investments
Oklahoma
$203M +$182K +0.1% 127
PPA
5277
Painted Porch Advisors
California
$203M +$5.11M +3% 534
SG
5278
Standard General
New York
$203M -$29.2M -13% 3
TP
5279
TenCore Partners
New York
$203M -$8.73M -4% 12
IWMWV
5280
Ironwood Wealth Management (West Virginia)
West Virginia
$203M -$1.41M -0.7% 23
HP
5281
Harbourvest Partners
Massachusetts
$203M +$10.3M +5% 39
PSA
5282
Plum Street Advisors
Louisiana
$203M +$5.06M +3% 90
EA
5283
Ergawealth Advisors
Illinois
$202M +$679K +0.3% 65
WA1
5284
Wimmer Associates 1
California
$202M -$1.99M -1% 114
TCM
5285
TAM Capital Management
Connecticut
$202M +$58.8M +41% 8
BCA
5286
Bernzott Capital Advisors
California
$202M -$30.1M -13% 42
BAM
5287
Ballast Asset Management
Texas
$202M +$6.01M +3% 54
IA
5288
Incentive AS
Norway
$202M +$37.7M +23% 2
GCM
5289
Gallacher Capital Management
Colorado
$202M -$16M -7% 306
BSC
5290
Brown Shipley & Co
United Kingdom
$201M -$1.91M -0.9% 70
SFA
5291
Seneca Financial Advisors
New York
$201M -$4.19M -2% 58
HFP
5292
Holistic Financial Partners
Indiana
$201M -$6.44M -3% 130
FWP
5293
Firethorn Wealth Partners
Georgia
$201M +$4.28M +2% 165
RP
5294
Raelipskie Partnership
Ontario, Canada
$201M -$3.83M -2% 130
HCM
5295
Heights Capital Management
California
$201M +$66.4M +49% 190
WIA
5296
Wetzel Investment Advisors
Indiana
$201M +$2.3M +1% 129
SCP
5297
Sivia Capital Partners
California
$201M +$31.9M +19% 237
DPCM
5298
Doma Perpetual Capital Management
Florida
$201M +$3M +2% 8
AFM
5299
Abbot Financial Management
Massachusetts
$201M +$2.15M +1% 129
CWA
5300
Clarus Wealth Advisors
Arizona
$201M +$4.53M +2% 143