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
PWM
5626
Penobscot Wealth Management
Maine
$115M +$11.7M +11% 63
BM
5627
Baymount Management
Florida
$115M +$94.5M +461% 9
SC
5628
Sagil Capital
United Kingdom
$115M +$7.38M +7% 16
OIM
5629
Oracle Investment Management
Connecticut
$115M -$59.4M -34% 26
TWP
5630
Tower Wealth Partners
Pennsylvania
$115M +$9.47M +9% 54
AWM
5631
Aspire Wealth Management
Massachusetts
$115M +$8.71M +8% 201
FSI
5632
Flow State Investments
Illinois
$115M 171
BCPE
5633
Bain Capital Public Equity
Massachusetts
$115M 28
CA
5634
Cresta Advisors
Texas
$115M +$33.6M +41% 37
MA
5635
Mezzasalma Advisors
New Jersey
$115M -$11.2M -9% 86
MA
5636
Mudita Advisors
United Kingdom
$115M +$6.84M +6% 21
LFA
5637
Legend Financial Advisors
Pennsylvania
$114M +$7.99M +8% 257
SI
5638
Salesforce Inc
California
$114M -$11.9M -9% 2
SC
5639
Settian Capital
New York
$114M +$23.1M +25% 38
KCG
5640
Kinsale Capital Group
Virginia
$114M +$19.4M +20% 26
RWM
5641
Refined Wealth Management
Utah
$114M +$3.45M +3% 26
CWM
5642
CarsonAllaria Wealth Management
Illinois
$114M +$6.58M +6% 376
SW
5643
Signify Wealth
Missouri
$114M +$20.2M +21% 35
AWMNH
5644
Arcadia Wealth Management (New Hampshire)
New Hampshire
$114M 59
CG
5645
Clarus Group
Texas
$114M +$4.23M +4% 100
HBW
5646
Hazlett, Burt & Watson
West Virginia
$114M +$10.5M +10% 657
IAM
5647
Infusive Asset Management
New York
$114M +$4.8M +4% 17
WSL
5648
Western Standard LLC
California
$114M +$26.2M +30% 37
DWM
5649
Dopkins Wealth Management
New York
$114M +$24.4M +27% 48
IWP
5650
Innova Wealth Partners
Pennsylvania
$114M +$4.67M +4% 60