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
BWM
5326
Baron Wealth Management
Michigan
$141M +$10.8M +8% 149
ANHIM
5327
Alan N. Hoffman Investment Management
Massachusetts
$141M +$9.71M +7% 12
PGDP
5328
Pragma Gestao de Patrimonio
Brazil
$141M -$3.43M -2% 18
IWA
5329
IVC Wealth Advisors
Pennsylvania
$141M +$5.4M +4% 159
OPOWM
5330
One Plus One Wealth Management
Florida
$141M -$1.81M -1% 99
SPFA
5331
Summit Place Financial Advisors
New Jersey
$141M +$19.5M +16% 99
SCM
5332
Segra Capital Management
Florida
$141M +$4.64M +3% 6
FCG
5333
Financial Connections Group
California
$141M +$14M +11% 292
GCA
5334
Genesee Capital Advisors
New York
$141M +$6.56M +5% 96
HFCII
5335
H&F Corporate Investors IX
California
$141M +$52M +59% 1
RWG
5336
Regal Wealth Group
California
$141M +$4.56M +3% 51
LIM
5337
Lagoda Investment Management
New York
$141M -$7.44M -5% 43
BM
5338
Brandywine Managers
Delaware
$141M +$112M +392% 49
DIS
5339
Diversified Investment Strategies
Louisiana
$141M +$11.7M +9% 49
SIAS
5340
Summit Investment Advisory Services
Minnesota
$140M +$57.9M +70% 54
WFC
5341
Western Financial Corp
California
$140M -$13.8M -9% 126
TCM
5342
Tieton Capital Management
Washington
$140M -$11M -7% 32
AWS
5343
Arkfeld Wealth Strategies
Nebraska
$140M -$11.5M -8% 77
WSWA
5344
Warren Street Wealth Advisors
California
$140M +$15.9M +13% 78
RWP
5345
Ridgecrest Wealth Partners
California
$140M +$8.66M +7% 99
HFA
5346
Harbert Fund Advisors
Alabama
$140M +$24.1M +21% 56
RFP
5347
Root Financial Partners
California
$140M 62
SC
5348
Scholtz & Company
Connecticut
$140M -$1.19M -0.8% 51
BAM
5349
Byrne Asset Management
New Jersey
$140M +$2M +1% 662
TCPG
5350
Trivant Custom Portfolio Group
California
$140M 208