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
TW
5351
Traveka Wealth
California
$246M +$21.7M +10% 198
LAM
5352
Lewis Asset Management
California
$246M +$2.28M +0.9% 195
LWM
5353
Lodestone Wealth Management
Washington
$246M +$23.1M +10% 799
LIA
5354
LifePlan Investment Advisors
North Carolina
$246M +$7.16M +3% 119
HWM
5355
HighMark Wealth Management
Minnesota
$245M +$18.2M +8% 667
TWM
5356
Tumwater Wealth Management
Idaho
$245M +$20.2M +9% 36
PLC
5357
Pillsbury Lake Capital
California
$245M 30
SWMG
5358
Signature Wealth Management Group
Georgia
$245M -$12.4M -5% 120
FS
5359
Financial Symmetry
North Carolina
$245M +$22.2M +10% 62
AAG
5360
Avalon Advisory Group
Pennsylvania
$245M -$1.65M -0.7% 18
BAM
5361
Bayshore Asset Management
Florida
$245M +$11.8M +5% 40
DWM
5362
Dopkins Wealth Management
New York
$245M +$7.77M +3% 82
ECA
5363
Elevation Capital Advisory
Oregon
$245M -$5.59M -2% 86
BOC
5364
Bull Oak Capital
California
$245M +$9.34M +4% 37
FOR
5365
Family Office Research
Maryland
$245M +$16M +7% 79
FGG
5366
Financial Guidance Group
Florida
$244M +$21.4M +10% 91
CB
5367
CNB Bank
Pennsylvania
$244M +$4.32M +2% 523
W
5368
WealthCollab
Washington
$244M +$27.5M +13% 1,111
VWM
5369
Vermillion Wealth Management
Minnesota
$244M -$126M -34% 1,607
FA
5370
Financial Avengers
California
$244M +$11.5M +5% 148
FWP
5371
Fiduciary Wealth Partners
Massachusetts
$244M +$5.71M +2% 96
PWIA
5372
Porter White Investment Advisors
Alabama
$244M +$10.9M +5% 36
APC
5373
Aristotle Pacific Capital
California
$244M +$38.4M +19% 6
GWM
5374
Glass Wealth Management
Texas
$244M +$19.4M +9% 58
VP
5375
Verisail Partners
Georgia
$243M +$7.71M +3% 24