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
DG
5601
Diesslin Group
Texas
$222M -$29.6M -12% 57
BW
5602
Bravera Wealth
North Dakota
$222M +$22.4M +11% 513
AWM
5603
Aviso Wealth Management
Washington
$222M -$16M -7% 151
SFG
5604
Seamount Financial Group
Colorado
$222M +$1.64M +0.7% 140
CFGF
5605
Compass Financial Group (Florida)
Florida
$222M -$4.82M -2% 48
DFG
5606
Delphi Financial Group
Delaware
$222M +$21.4M +11% 36
BOCM
5607
Bontempo Ohly Capital Management
Maryland
$222M -$10.5M -5% 39
FG
5608
Formula Growth
Quebec, Canada
$222M -$38M -15% 160
SA
5609
Sunesis Advisors
Kansas
$221M +$440K +0.2% 60
MWM
5610
Meritas Wealth Management
California
$221M +$13.2M +6% 60
BP
5611
Bandera Partners
New York
$221M -$1.39M -0.6% 17
SAM
5612
Socorro Asset Management
Texas
$221M -$37.1M -14% 34
WMS
5613
Wealth Management Strategies
Pennsylvania
$221M +$3.88M +2% 40
GU
5614
Georgetown University
District of Columbia
$221M -$30.3M -12% 14
CWA
5615
Capital Wealth Alliance
Arizona
$221M -$13.2M -6% 94
MWM
5616
Mosley Wealth Management
California
$221M +$2.37M +1% 466
PLC
5617
Pillsbury Lake Capital
California
$221M -$24.6M -10% 41
DRP
5618
Decker Retirement Planning
Utah
$221M +$19.6M +10% 318
WMRU
5619
William Marsh Rice University
Texas
$221M +$17.2M +8% 2
GWM
5620
GoalFusion Wealth Management
Texas
$220M +$4.26M +2% 30
LFPWM
5621
Leicht Financial Planning & Wealth Management
New Jersey
$220M -$3.12M -1% 15
GBI
5622
GP Brinson Investments
Illinois
$220M -$11.8M -5% 15
TFG
5623
Team Financial Group
California
$220M -$117K -0.1% 282
LPP
5624
Long Path Partners
Connecticut
$220M -$72.3M -25% 10
TLCM
5625
Twin Lakes Capital Management
California
$220M -$5.23M -2% 227