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
FOFP
5676
Fee-Only Financial Planning
South Carolina
$124M -$6.86M -5% 43
GCM
5677
Goldstream Capital Management
Hong Kong
$124M -$12.7M -9% 48
MPCL
5678
My Personal CFO LLC
Washington
$124M -$3.49M -3% 86
MAWAG
5679
Mid-American Wealth Advisory Group
Missouri
$124M -$4.63M -4% 80
KCP
5680
Kaizen Capital Partners
Hong Kong
$124M -$54.9M -31% 8
GC
5681
Gould Capital
Washington
$124M -$6.98M -5% 197
AFO
5682
Allie Family Office
Florida
$124M -$15.6M -11% 76
WAM
5683
Worth Asset Management
Texas
$124M -$7.37M -6% 469
LHA
5684
Little Harbor Advisors
Massachusetts
$124M -$5.53M -4% 9
EMCIP
5685
Ewing Morris & Co Investment Partners
Ontario, Canada
$124M -$5.59M -4% 33
BHBT
5686
Burke & Herbert Bank & Trust
Virginia
$124M -$24M -16% 132
NFGH
5687
Nan Fung Group Holdings
Hong Kong
$123M -$33M -21% 44
BFP
5688
Briaud Financial Planning
Texas
$123M +$17.6M +17% 178
MWVC
5689
Morgens Waterfall Vintiadis & Co
New York
$123M -$12M -9% 35
BIM
5690
Bullseye Investment Management
Ohio
$123M -$14.3M -10% 53
CWM
5691
CarsonAllaria Wealth Management
Illinois
$123M -$3.98M -3% 420
WWM
5692
Wolff Wiese Magana
California
$123M -$6.56M -5% 862
TIM
5693
Tikehau Investment Management
France
$123M -$46.4M -27% 17
AWA
5694
Archvest Wealth Advisors
California
$123M +$917K +0.8% 52
CBCM
5695
Cook & Bynum Capital Management
Alabama
$123M -$1.63M -1% 5
LAM
5696
Lakewood Asset Management
Illinois
$123M -$4.43M -3% 116
LCM
5697
LCM Capital Management
Illinois
$123M -$556K -0.5% 91
BW
5698
Basepoint Wealth
Iowa
$123M +$1.61M +1% 100
NRC
5699
New Republic Capital
North Carolina
$123M -$21.5M -15% 264
SCM
5700
Sebold Capital Management
Illinois
$122M -$2.93M -2% 70