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
TC
5276
TAGStone Capital
North Carolina
$203M +$7.45M +4% 94
AWM
5277
Avaii Wealth Management
Wisconsin
$203M +$5.14M +3% 150
BWM
5278
Benchmark Wealth Management
Connecticut
$203M +$697K +0.3% 54
SAM
5279
Sequent Asset Management
Texas
$203M +$574K +0.3% 95
AWA
5280
Adapt Wealth Advisors
Georgia
$203M +$16.3M +9% 81
TWM
5281
Trueblood Wealth Management
Ohio
$203M +$3.72M +2% 241
BWM
5282
Boyd Wealth Management
California
$203M +$5.41M +3% 51
DI
5283
Disciplined Investments
Oklahoma
$203M +$182K +0.1% 127
PPA
5284
Painted Porch Advisors
California
$203M +$5.11M +3% 534
SG
5285
Standard General
New York
$203M -$29.2M -13% 3
TP
5286
TenCore Partners
New York
$203M -$8.73M -4% 12
IWMWV
5287
Ironwood Wealth Management (West Virginia)
West Virginia
$203M -$1.41M -0.7% 23
HP
5288
Harbourvest Partners
Massachusetts
$203M +$10.3M +5% 39
PSA
5289
Plum Street Advisors
Louisiana
$203M +$5.06M +3% 90
EA
5290
Ergawealth Advisors
Illinois
$202M +$679K +0.3% 65
WA1
5291
Wimmer Associates 1
California
$202M -$1.99M -1% 114
TCM
5292
TAM Capital Management
Connecticut
$202M +$58.8M +41% 8
BCA
5293
Bernzott Capital Advisors
California
$202M -$30.1M -13% 42
BAM
5294
Ballast Asset Management
Texas
$202M +$6.01M +3% 54
IA
5295
Incentive AS
Norway
$202M +$37.7M +23% 2
GCM
5296
Gallacher Capital Management
Colorado
$202M -$16M -7% 306
BSC
5297
Brown Shipley & Co
United Kingdom
$201M -$1.91M -0.9% 70
SFA
5298
Seneca Financial Advisors
New York
$201M -$4.19M -2% 58
HFP
5299
Holistic Financial Partners
Indiana
$201M -$6.44M -3% 130
FWP
5300
Firethorn Wealth Partners
Georgia
$201M +$4.28M +2% 165