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
AWM
5351
Avaii Wealth Management
Wisconsin
$198M +$17.7M +10% 159
DPCM
5352
Doma Perpetual Capital Management
Florida
$198M -$17.7M -8% 10
LD
5353
Lipe & Dalton
New York
$198M +$12M +6% 105
MFP
5354
Meridian Financial Partners
Virginia
$198M +$29.5M +18% 104
SBLIC
5355
Security Benefit Life Insurance Company
Kansas
$198M -$109M -36% 32
BMC
5356
Beaton Management Company
Massachusetts
$198M +$11.7M +6% 140
OWA
5357
ORBA Wealth Advisors
Illinois
$198M +$4.41M +2% 107
PPA
5358
Painted Porch Advisors
California
$198M +$20.6M +12% 446
PSA
5359
Plum Street Advisors
Louisiana
$197M +$26.1M +15% 84
BWM
5360
Boyd Wealth Management
California
$197M +$16.2M +9% 50
TRAM
5361
Tri Ri Asset Management
Ontario, Canada
$197M 29
TWA
5362
Tandem Wealth Advisors
Arizona
$197M +$10.8M +6% 51
HT
5363
HAP Trading
New York
$197M -$32.1M -14% 503
GAM
5364
Garrison Asset Management
Arkansas
$197M +$7.07M +4% 111
AFTS
5365
American Financial & Tax Strategies
New York
$197M +$7.38M +4% 93
FWP
5366
Firethorn Wealth Partners
Georgia
$197M +$20M +11% 163
WC
5367
Westhampton Capital
North Carolina
$197M +$12.5M +7% 121
TW
5368
Traveka Wealth
California
$197M -$7.87M -4% 143
FW
5369
Fairway Wealth
Ohio
$197M +$27.2M +16% 382
LC
5370
Littlejohn & Co
Connecticut
$197M +$780K +0.4% 30
JHA
5371
Jackson Hill Advisors
Texas
$197M +$14.2M +8% 13
CWA
5372
Carolina Wealth Advisors
South Carolina
$197M -$7.33M -4% 360
DMBA
5373
Deseret Mutual Benefit Administrators
Utah
$197M -$19.1M -9% 498
SCMS
5374
Serenity Capital Management (Singapore)
Singapore
$196M +$34.8M +22% 4
BWIA
5375
Bryant Woods Investment Advisors
New York
$196M +$58.9M +43% 50