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
TDC
5951
Thompson Davis & Co
Virginia
$148M +$30.1M +26% 144
MPCG
5952
Matrix Private Capital Group
New York
$148M +$15.1M +11% 150
MWM
5953
Mittelman Wealth Management
Massachusetts
$148M 64
FW
5954
Fairway Wealth
Ohio
$148M +$16.8M +13% 80
HFS
5955
HBC Financial Services
Washington
$147M -$53K -0% 199
CAM
5956
Cobblestone Asset Management
Virginia
$147M +$11.8M +9% 49
PCMM
5957
Piedmont Capital Management (Montana)
Montana
$147M +$10.1M +7% 48
BCM
5958
BCK Capital Management
Connecticut
$147M +$45.4M +45% 115
SCP
5959
Sivia Capital Partners
California
$147M +$15.9M +12% 200
KFS
5960
Kaizen Financial Strategies
California
$147M +$15.6M +12% 136
LAM
5961
Lakewood Asset Management
Illinois
$147M +$18.4M +14% 118
PE
5962
Platinum Equity
California
$147M -$570K -0.4% 7
HWP
5963
Hibernia Wealth Partners
Louisiana
$147M +$14.6M +11% 83
AC
5964
Avory & Company
Florida
$147M +$3.98M +3% 30
KFA
5965
Kapstone Financial Advisors
Ohio
$147M +$19.3M +15% 102
CMBA
5966
C.M. Bidwell & Associates
Hawaii
$147M +$12M +9% 562
YWS
5967
Yarger Wealth Strategies
Ohio
$147M +$22.9M +19% 80
SWG
5968
Summit Wealth Group
Vermont
$147M +$19M +15% 44
WFA
5969
Wells Financial Advisors
Massachusetts
$147M +$9.12M +7% 69
CSTB
5970
Charles Schwab Trust Bank
Nevada
$147M 1
TWM
5971
Trevian Wealth Management
Massachusetts
$147M +$18.2M +14% 32
GHA
5972
Granite Harbor Advisors
Texas
$147M +$13.5M +10% 83
SP
5973
Successful Portfolios
Florida
$147M +$12.8M +10% 177
VFG
5974
V2 Financial group
Illinois
$147M +$2.78M +2% 75
HLA
5975
Hamilton Lane Advisors
Pennsylvania
$147M -$97M -40% 27