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
CA
5601
Cresta Advisors
Texas
$129M +$13.9M +12% 44
ACP
5602
Acuta Capital Partners
California
$128M -$34M -21% 41
BCM
5603
Brooktree Capital Management
Michigan
$128M +$6.71M +6% 35
TLA
5604
Tree Line Advisors
Hong Kong
$128M +$36.5M +40% 4
MGB
5605
Mass General Brigham
Massachusetts
$128M -$12.1M -9% 7
HWM
5606
HighMark Wealth Management
Minnesota
$128M -$4.36M -3% 625
FAG
5607
Fortitude Advisory Group
Washington
$128M +$13.1M +11% 235
HPC
5608
Highland Peak Capital
Connecticut
$128M +$17.5M +16% 31
WF
5609
Williams Financial
Vermont
$128M +$12.9M +11% 37
WAOI
5610
Wealth Advisors of Iowa
Iowa
$128M +$5.64M +5% 70
FWP
5611
Firethorn Wealth Partners
Georgia
$128M +$9.63M +8% 144
EFH
5612
Eaton Financial Holdings
Florida
$128M +$10.9M +9% 70
OCP
5613
OCO Capital Partners
New York
$128M -$32.2M -20% 4
HFP
5614
Holistic Financial Partners
Indiana
$128M +$16.1M +14% 109
BC
5615
Birchview Capital
Vermont
$128M -$13.8M -10% 60
AMC
5616
Asset Management Corp
Illinois
$128M +$8.4M +7% 152
GWAM
5617
Guardian Wealth Advisors (Minnesota)
Minnesota
$128M +$15M +13% 70
CBC
5618
Coombe, Bender & Co
New York
$128M +$17.9M +16% 84
MPW
5619
MGO Private Wealth
California
$128M -$91.5M -42% 138
IFS
5620
Intelligent Financial Strategies
Minnesota
$128M +$8.79M +7% 97
MMRF
5621
Michelson Medical Research Foundation
California
$128M -$26.9M -17% 31
LFG
5622
Leverty Financial Group
Wisconsin
$127M +$10.5M +9% 29
GWM
5623
GoalFusion Wealth Management
Texas
$127M +$3.23M +3% 24
TCMX
5624
Technology Crossover Management XI
California
$127M 1
WDC
5625
Woodward Diversified Capital
California
$127M +$3.03M +2% 149