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
BWM
5876
BlackDiamond Wealth Management
New York
$205M +$21.9M +12% 207
MUAMU
5877
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$205M -$1.96M -0.9% 116
MDCM
5878
Morgan Dempsey Capital Management
Wisconsin
$205M -$19.7M -9% 134
DCC
5879
Dow Chemical Company
Michigan
$205M -$56.5M -22% 6
VIG
5880
Vienna Insurance Group
Poland
$205M +$35.7M +21% 29
PFA
5881
Plotkin Financial Advisors
Maryland
$205M +$2.68M +1% 104
OW
5882
Olistico Wealth
Oklahoma
$205M +$15.7M +8% 341
SFG
5883
Socha Financial Group
New York
$205M -$31.8M -13% 25
EC
5884
ECP ControlCo
New Jersey
$205M -$46.1M -18% 4
RF
5885
RHS Financial
California
$205M +$12.1M +6% 153
SGH
5886
Sivik Global Healthcare
Connecticut
$205M +$14.3M +8% 65
TDWM
5887
Topel & Distasi Wealth Management
California
$205M +$2.16M +1% 61
GPW
5888
Gray Private Wealth
Massachusetts
$205M +$6.48M +3% 49
AWP
5889
Avid Wealth Partners
Texas
$205M +$3.48M +2% 71
SERBOO
5890
School Employees Retirement Board of Ohio
Ohio
$205M +$10.7M +6% 5
LFA
5891
Lauterbach Financial Advisors
Texas
$204M +$5.57M +3% 87
PAW
5892
Plan A Wealth
Nebraska
$204M +$7.9M +4% 191
HCA
5893
Hyperion Capital Advisors
New York
$204M +$17.3M +9% 70
LWM
5894
Latko Wealth Management
Illinois
$204M +$7.04M +4% 34
GSP
5895
Grafton Street Partners
Florida
$204M +$18.6M +10% 12
MCM
5896
McDonough Capital Management
Florida
$204M +$5.38M +3% 53
MSWM
5897
Mader & Shannon Wealth Management
Missouri
$204M $0 0% 23
PSAMP
5898
P. Schoenfeld Asset Management (PSAM)
New York
$204M -$149M -42% 46
BWM
5899
Birchcreek Wealth Management
Ohio
$204M +$10.1M +5% 122
TOTUOP
5900
Trustees of The University of Pennsylvania
Pennsylvania
$204M 3