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
5W
5301
5T Wealth
California
$250M +$21M +9% 130
AWG
5302
Altus Wealth Group
Colorado
$250M +$6.7M +3% 151
OGF
5303
Orin Green Financial
California
$250M -$179K -0.1% 88
CAM
5304
Concorde Asset Management
Michigan
$250M +$10.9M +5% 253
SIA
5305
SGL Investment Advisors
Montana
$250M +$10M +4% 136
JFG
5306
Juno Financial Group
Virginia
$250M 69
PPC
5307
Pennington Partners & Co
Maryland
$250M +$38.7M +18% 103
SI
5308
Stash Investments
New York
$249M +$17M +7% 5
FCM
5309
Freshford Capital Management
New York
$249M -$97.6M -28% 25
SC
5310
Solstein Capital
California
$249M +$30.7M +14% 504
RPCONE
5311
Retirement Planning Company of New England
Rhode Island
$249M +$719K +0.3% 256
BIA
5312
Beacon Investment Advisors
Maryland
$249M +$4.78M +2% 169
IVLAV
5313
Index Venture Life Associates VI
Jersey
$249M +$7.57M +3% 1
BMCM
5314
Burns Matteson Capital Management
New York
$249M +$10.7M +4% 243
SRWM
5315
Shira Ridge Wealth Management
California
$249M +$13.3M +6% 91
CWM
5316
Chicago Wealth Management
Illinois
$249M +$19.4M +8% 56
AC
5317
Athos Capital
Hong Kong
$249M +$94M +61% 44
GPFA
5318
Game Plan Financial Advisors
Ohio
$249M +$7.34M +3% 423
BWG
5319
Beta Wealth Group
California
$249M -$4.65M -2% 122
PPA
5320
Painted Porch Advisors
California
$249M -$13.7M -5% 473
MAS
5321
Madden Advisory Services
Florida
$249M -$9.56M -4% 108
HSWM
5322
Hubbell Strickland Wealth Management
Louisiana
$249M +$5.52M +2% 82
GCA
5323
Genesee Capital Advisors
New York
$248M +$18.3M +8% 136
MA
5324
MBA Advisors
Pennsylvania
$248M +$14M +6% 150
SWM
5325
Selby Wealth Management
California
$248M 84