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
BFS
6051
Burr Financial Services
California
$131M 34
HFCII
6052
H&F Corporate Investors IX
California
$131M -$19.6M -13% 1
PTCG
6053
Pring Turner Capital Group
California
$131M +$11.4M +10% 66
PVAMC
6054
PPS&V Asset Management Consultants
Michigan
$131M +$14.7M +13% 41
LAM
6055
Lummis Asset Management
Texas
$131M 174
FW
6056
Fairway Wealth
Ohio
$131M 74
DWM
6057
Defined Wealth Management
Oregon
$131M +$13.4M +11% 103
BGA
6058
Battery Global Advisors
Massachusetts
$131M 41
BAG
6059
Bridgewealth Advisory Group
California
$131M +$49.1M +60% 84
KAM
6060
Kopion Asset Management
Texas
$130M +$18.3M +16% 19
SC
6061
Seldon Capital
California
$130M +$23M +21% 63
JHWEPV
6062
J.H. Whitney Equity Partners VII
Connecticut
$130M +$72.5M +125% 1
FHWM
6063
Fox Hill Wealth Management
Massachusetts
$130M 138
APS
6064
American Planning Services
Florida
$130M -$20.1M -13% 49
RCF
6065
Rainwater Charitable Foundation
Texas
$130M +$9.4M +8% 6
DC
6066
Darrow Company
Massachusetts
$130M +$16.1M +14% 40
VBWMG
6067
Von Berge Wealth Management Group
California
$130M +$13.1M +11% 70
JPC
6068
Jabodon PT Co
Nevada
$130M +$67.8M +109% 4
CIM
6069
Caldwell Investment Management
Ontario, Canada
$130M +$27.3M +27% 38
EA
6070
Echo45 Advisors
California
$130M +$12M +10% 48
CCG
6071
Catalina Capital Group
California
$130M 174
FPW
6072
Flagship Private Wealth
Massachusetts
$130M +$16.3M +14% 83
PWA
6073
Pillar Wealth Advisors
Pennsylvania
$130M +$14.3M +12% 72
PPA
6074
Painted Porch Advisors
California
$130M 49
PMAM
6075
Penn Mutual Asset Management
Pennsylvania
$130M +$23.1M +22% 92