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
BCM
5601
Brooktree Capital Management
Michigan
$128M +$6.71M +6% 35
TLA
5602
Tree Line Advisors
Hong Kong
$128M +$36.5M +40% 4
MGB
5603
Mass General Brigham
Massachusetts
$128M -$12.1M -9% 7
HWM
5604
HighMark Wealth Management
Minnesota
$128M -$4.36M -3% 625
FAG
5605
Fortitude Advisory Group
Washington
$128M +$13.1M +11% 235
HPC
5606
Highland Peak Capital
Connecticut
$128M +$17.5M +16% 31
WF
5607
Williams Financial
Vermont
$128M +$12.9M +11% 37
WAOI
5608
Wealth Advisors of Iowa
Iowa
$128M +$5.64M +5% 70
FWP
5609
Firethorn Wealth Partners
Georgia
$128M +$9.63M +8% 144
EFH
5610
Eaton Financial Holdings
Florida
$128M +$10.9M +9% 70
OCP
5611
OCO Capital Partners
New York
$128M -$32.2M -20% 4
HFP
5612
Holistic Financial Partners
Indiana
$128M +$16.1M +14% 109
BC
5613
Birchview Capital
Vermont
$128M -$13.8M -10% 60
AMC
5614
Asset Management Corp
Illinois
$128M +$8.4M +7% 152
GWAM
5615
Guardian Wealth Advisors (Minnesota)
Minnesota
$128M +$15M +13% 70
CBC
5616
Coombe, Bender & Co
New York
$128M +$17.9M +16% 84
MPW
5617
MGO Private Wealth
California
$128M -$91.5M -42% 138
IFS
5618
Intelligent Financial Strategies
Minnesota
$128M +$8.79M +7% 97
MMRF
5619
Michelson Medical Research Foundation
California
$128M -$26.9M -17% 31
LFG
5620
Leverty Financial Group
Wisconsin
$127M +$10.5M +9% 29
GWM
5621
GoalFusion Wealth Management
Texas
$127M +$3.23M +3% 24
TCMX
5622
Technology Crossover Management XI
California
$127M 1
WDC
5623
Woodward Diversified Capital
California
$127M +$3.03M +2% 149
PF
5624
Parker Financial
Washington
$127M +$9.69M +8% 45
RFA
5625
Register Financial Advisors
Georgia
$127M -$29.5M -19% 868