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
5526
Ariadne Wealth Management
California
$209M +$17.6M +9% 251
PP
5527
Postrock Partners
Oregon
$209M +$7.07M +3% 84
TS
5528
TradeWell Securities
Indiana
$209M +$27.6M +15% 47
NWM
5529
Napa Wealth Management
California
$209M +$31.4M +18% 196
AIM
5530
Alpine Investment Management
Hong Kong
$209M +$101M +94% 12
BFS
5531
Burrus Financial Services
Utah
$209M +$12.3M +6% 10
MSS
5532
Mitchell Sinkler & Starr
Pennsylvania
$209M -$148M -42% 158
AWM
5533
Altus Wealth Management
Kentucky
$209M -$4.64M -2% 42
MW
5534
Melia Wealth
Oklahoma
$209M +$14.9M +8% 21
GWS
5535
Greykasell Wealth Strategies
California
$209M +$21.3M +11% 362
ORG
5536
Optimist Retirement Group
Washington
$209M +$8.82M +4% 124
APC
5537
Aristotle Pacific Capital
California
$209M -$95.3M -31% 6
ICMM
5538
Integrated Capital Management (Michigan)
Michigan
$208M +$26.8M +15% 63
ACM
5539
Ardent Capital Management
Ohio
$208M -$22.6M -10% 45
RC
5540
Roubaix Capital
Colorado
$208M +$16.4M +9% 73
EB
5541
Emprise Bank
Kansas
$208M +$21.5M +11% 109
MWA
5542
Moser Wealth Advisors
Washington
$208M +$17.5M +9% 206
DWA
5543
Delap Wealth Advisory
Oregon
$208M +$28.9M +16% 89
ACM
5544
Ayrshire Capital Management
Connecticut
$208M +$1.64M +0.8% 51
CWA
5545
Continuum Wealth Advisors
New York
$208M +$13.2M +7% 68
HCP
5546
Hamilton Capital Partners
Georgia
$208M +$50.4M +32% 27
SPA
5547
Shore Point Advisors
New Jersey
$208M +$19.3M +10% 71
MWM
5548
MTC Wealth Management
Florida
$208M +$4.51M +2% 13
MS
5549
Marshall & Sullivan
Washington
$208M +$11M +6% 119
BSA
5550
Bull Street Advisors
Georgia
$208M -$760K -0.4% 90