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
5751
Penobscot Wealth Management
Maine
$115M +$11.7M +11% 63
BM
5752
Baymount Management
Florida
$115M +$94.5M +461% 9
SC
5753
Sagil Capital
United Kingdom
$115M +$7.38M +7% 16
OIM
5754
Oracle Investment Management
Connecticut
$115M -$59.4M -34% 26
TWP
5755
Tower Wealth Partners
Pennsylvania
$115M +$9.47M +9% 54
AWM
5756
Aspire Wealth Management
Massachusetts
$115M +$8.71M +8% 201
FSI
5757
Flow State Investments
Illinois
$115M 171
BCPE
5758
Bain Capital Public Equity
Massachusetts
$115M 28
CA
5759
Cresta Advisors
Texas
$115M +$33.6M +41% 37
MA
5760
Mezzasalma Advisors
New Jersey
$115M -$11.2M -9% 86
MA
5761
Mudita Advisors
United Kingdom
$115M +$6.84M +6% 21
CCMI
5762
Creative Capital Management Investments
California
$115M 234
LFA
5763
Legend Financial Advisors
Pennsylvania
$114M +$7.99M +8% 257
SI
5764
Salesforce Inc
California
$114M -$11.9M -9% 2
SC
5765
Settian Capital
New York
$114M +$23.1M +25% 38
KCG
5766
Kinsale Capital Group
Virginia
$114M +$19.4M +20% 26
RWM
5767
Refined Wealth Management
Utah
$114M +$3.45M +3% 26
CWM
5768
CarsonAllaria Wealth Management
Illinois
$114M +$6.58M +6% 376
SW
5769
Signify Wealth
Missouri
$114M +$20.2M +21% 35
AWMNH
5770
Arcadia Wealth Management (New Hampshire)
New Hampshire
$114M 59
CG
5771
Clarus Group
Texas
$114M +$4.23M +4% 100
HBW
5772
Hazlett, Burt & Watson
West Virginia
$114M +$10.5M +10% 657
IAM
5773
Infusive Asset Management
New York
$114M +$4.8M +4% 17
WSL
5774
Western Standard LLC
California
$114M +$26.2M +30% 37
DWM
5775
Dopkins Wealth Management
New York
$114M +$24.4M +27% 48