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
T
5401
Tidemark
California
$179M +$19.5M +12% 732
MWP
5402
Meredith Wealth Planning
Illinois
$179M +$18.4M +11% 45
LWM
5403
Laidlaw Wealth Management
New York
$179M -$96M -35% 248
SM
5404
Soapstone Management
Maryland
$179M -$3.69M -2% 20
ALC
5405
Alexander Labrunerie & Co
Missouri
$179M 92
CP
5406
Castleview Partners
Texas
$179M +$36.4M +25% 956
ITC
5407
Inspire Trust Company
Nevada
$179M +$82.1M +85% 110
RTL
5408
Red Tortoise LLC
Georgia
$179M +$2.31M +1% 584
WQ
5409
Wealth Quarterback
New Jersey
$179M +$15.2M +9% 126
1C
5410
1623 Capital
Virginia
$179M +$6.3M +4% 24
SSWM
5411
Strait & Sound Wealth Management
California
$179M +$18.7M +12% 132
APSI
5412
Asset Planning Services Inc
Louisiana
$179M +$14.5M +9% 36
HAG
5413
HF Advisory Group
Maryland
$179M +$22.2M +14% 160
SCMS
5414
Serenity Capital Management (Singapore)
Singapore
$179M +$4.35M +2% 4
LAI
5415
Legal Advantage Investments
California
$179M +$12.4M +7% 108
CCM
5416
Conway Capital Management
California
$179M +$23.9M +15% 46
CAM
5417
CPA Asset Management
Florida
$179M +$14.2M +9% 78
NCM
5418
NCM Capital Management
New Jersey
$178M +$13.6M +8% 172
MSWM
5419
Mader & Shannon Wealth Management
Missouri
$178M +$2.5M +1% 11
SWM
5420
Solano Wealth Management
California
$178M +$12.8M +8% 32
ANHIM
5421
Alan N. Hoffman Investment Management
Massachusetts
$178M -$359K -0.2% 14
SOAG
5422
Silver Oak Advisory Group
Oregon
$178M +$7.9M +5% 65
SPWM
5423
Straight Path Wealth Management
Michigan
$178M +$7.66M +4% 102
MW
5424
Melia Wealth
Oklahoma
$178M -$12.2M -6% 24
MSAGDF
5425
Moneda SA Administradora General de Fondos
Chile
$178M -$44.5M -20% 27