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
PLC
5351
Pillsbury Lake Capital
California
$245M 30
SWMG
5352
Signature Wealth Management Group
Georgia
$245M -$12.4M -5% 120
FS
5353
Financial Symmetry
North Carolina
$245M +$22.2M +10% 62
AAG
5354
Avalon Advisory Group
Pennsylvania
$245M -$1.65M -0.7% 18
BAM
5355
Bayshore Asset Management
Florida
$245M +$11.8M +5% 40
DWM
5356
Dopkins Wealth Management
New York
$245M +$7.77M +3% 82
ECA
5357
Elevation Capital Advisory
Oregon
$245M -$5.59M -2% 86
BOC
5358
Bull Oak Capital
California
$245M +$9.34M +4% 37
FOR
5359
Family Office Research
Maryland
$245M +$16M +7% 79
FGG
5360
Financial Guidance Group
Florida
$244M +$21.4M +10% 91
CB
5361
CNB Bank
Pennsylvania
$244M +$4.32M +2% 523
W
5362
WealthCollab
Washington
$244M +$27.5M +13% 1,111
VWM
5363
Vermillion Wealth Management
Minnesota
$244M -$126M -34% 1,607
FA
5364
Financial Avengers
California
$244M +$11.5M +5% 148
FWP
5365
Fiduciary Wealth Partners
Massachusetts
$244M +$5.71M +2% 96
PWIA
5366
Porter White Investment Advisors
Alabama
$244M +$10.9M +5% 36
APC
5367
Aristotle Pacific Capital
California
$244M +$38.4M +19% 6
GWM
5368
Glass Wealth Management
Texas
$244M +$19.4M +9% 58
VP
5369
Verisail Partners
Georgia
$243M +$7.71M +3% 24
FSCM
5370
First Sabrepoint Capital Management
Texas
$243M -$4.56M -2% 45
ACM
5371
Ananym Capital Management
New York
$243M -$17M -7% 10
GCM
5372
Goldstream Capital Management
Hong Kong
$243M -$40.3M -14% 60
MWM
5373
McNaughton Wealth Management
California
$243M +$5.76M +2% 77
CWMG
5374
Compass Wealth Management (Georgia)
Georgia
$243M +$17M +8% 66
TF
5375
Threadgill Financial
Texas
$243M +$36.5M +18% 64