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
DWM
5401
Dopkins Wealth Management
New York
$245M +$7.77M +3% 82
ECA
5402
Elevation Capital Advisory
Oregon
$245M -$5.59M -2% 86
BOC
5403
Bull Oak Capital
California
$245M +$9.34M +4% 37
FOR
5404
Family Office Research
Maryland
$245M +$16M +7% 79
FGG
5405
Financial Guidance Group
Florida
$244M +$21.4M +10% 91
CB
5406
CNB Bank
Pennsylvania
$244M +$4.32M +2% 523
W
5407
WealthCollab
Washington
$244M +$27.5M +13% 1,111
VWM
5408
Vermillion Wealth Management
Minnesota
$244M -$126M -34% 1,607
FA
5409
Financial Avengers
California
$244M +$11.5M +5% 148
FWP
5410
Fiduciary Wealth Partners
Massachusetts
$244M +$5.71M +2% 96
PWIA
5411
Porter White Investment Advisors
Alabama
$244M +$10.9M +5% 36
APC
5412
Aristotle Pacific Capital
California
$244M +$38.4M +19% 6
GWM
5413
Glass Wealth Management
Texas
$244M +$19.4M +9% 58
VP
5414
Verisail Partners
Georgia
$243M +$7.71M +3% 24
FSCM
5415
First Sabrepoint Capital Management
Texas
$243M -$4.56M -2% 45
ACM
5416
Ananym Capital Management
New York
$243M -$17M -7% 10
GCM
5417
Goldstream Capital Management
Hong Kong
$243M -$40.3M -14% 60
MWM
5418
McNaughton Wealth Management
California
$243M +$5.76M +2% 77
CWMG
5419
Compass Wealth Management (Georgia)
Georgia
$243M +$17M +8% 66
TF
5420
Threadgill Financial
Texas
$243M +$36.5M +18% 64
WFA
5421
WMG Financial Advisors
Tennessee
$243M -$57M -19% 220
PCG
5422
PFC Capital Group
California
$243M +$4.69M +2% 90
BTIM
5423
BancFirst Trust & Investment Management
Oklahoma
$243M -$20.4M -8% 42
VPA
5424
Vernal Point Advisors
California
$243M +$10.6M +5% 23
QCIG
5425
Quad-Cities Investment Group
Iowa
$242M +$7.47M +3% 198