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
LWP
5451
Laurel Wealth Planning
Minnesota
$103M 134
PSSGI
5452
P-STS SPV GP I
California
$103M 1
AG
5453
Appleton Group
Wisconsin
$102M +$38.6M +60% 37
EFEM
5454
Eos Focused Equity Management
New York
$102M +$9.05M +10% 36
EPWM
5455
Essex Private Wealth Management
Massachusetts
$102M +$5.78M +6% 69
HFA
5456
Harbert Fund Advisors
Alabama
$102M +$28M +38% 22
6C
5457
6elm Capital
New York
$102M 12
OIM
5458
Oder Investment Management
California
$102M 554
CWMU
5459
Caliber Wealth Management (Utah)
Utah
$102M 71
ASA
5460
Armstrong Shaw Associates
Connecticut
$102M +$17.4M +21% 39
BWM
5461
Birchcreek Wealth Management
Ohio
$102M 309
MRI
5462
Mad River Investors
Massachusetts
$102M +$23.2M +30% 23
AWA
5463
AmeriServ Wealth Advisors
Pennsylvania
$102M 66
JC
5464
Jentner Corp
Ohio
$102M +$9.82M +11% 27
NOI
5465
Newton One Investments
Delaware
$102M 66
MAG
5466
MRA Advisory Group
New Jersey
$102M 103
AC
5467
Aristides Capital
Kentucky
$102M +$25.9M +34% 184
PA
5468
Proem Advisors
Texas
$102M 22
RF
5469
Robbins Farley
New Hampshire
$102M 133
SWA
5470
Sightline Wealth Advisors
Connecticut
$102M 52
NVPX
5471
Norwest Venture Partners XIV
California
$101M 1
DWM
5472
Defined Wealth Management
Oregon
$101M 216
GWA
5473
GGM Wealth Advisors
Maryland
$101M 70
GWM
5474
Greenhouse Wealth Management
Connecticut
$101M 133
AWP
5475
Accretive Wealth Partners
New Jersey
$101M 94