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
LIM
6051
Lagoda Investment Management
New York
$177M +$19.5M +12% 34
BWM
6052
Birchcreek Wealth Management
Ohio
$177M +$18.1M +11% 121
TF
6053
Tudor Financial
Ohio
$176M +$9.96M +6% 144
PAW
6054
Plan A Wealth
Nebraska
$176M +$47.4M +37% 163
GPWM
6055
Grant Private Wealth Management
California
$176M +$83.7M +90% 151
CI
6056
Canerector Inc
Ontario, Canada
$176M +$47.4M +37% 10
BOJHT
6057
Bank of Jackson Hole Trust
Wyoming
$176M +$21.5M +14% 483
RWRC
6058
R.W. Roge & Company
New York
$176M -$6.48M -4% 57
RF
6059
RHS Financial
California
$176M -$2.27M -1% 152
PWP
6060
Pursue Wealth Partners
California
$176M +$11.7M +7% 129
EPIM
6061
Equinox Partners Investment Management
Connecticut
$176M +$13.3M +8% 9
CC
6062
Carlson Capital
Texas
$176M -$3.06M -2% 81
LWP
6063
Laurel Wealth Planning
Minnesota
$176M +$25.4M +17% 58
S
6064
Sanofi
France
$176M +$9.8M +6% 10
FFG
6065
Foundry Financial Group
New Hampshire
$176M +$13.3M +8% 63
RCM
6066
Rockbridge Capital Management
Virginia
$176M +$12.2M +7% 27
MLRA
6067
Main Line Retirement Advisors
Montana
$176M +$21.7M +14% 46
FCM
6068
Fairbanks Capital Management
California
$176M +$20M +13% 55
PW
6069
Potentia Wealth
California
$175M -$37.8M -18% 94
JAM
6070
Jacobs Asset Management
New York
$175M +$17.5M +11% 34
CB
6071
Chris Bulman
California
$175M +$17.1M +11% 141
PCP
6072
Pantera Capital Partners
California
$175M +$27M +18% 5
WA
6073
Westfuller Advisors
New York
$175M +$25.6M +17% 115
MCM
6074
Mendel Capital Management
Arkansas
$175M +$10.2M +6% 101
ACM
6075
Avos Capital Management
Washington
$175M +$23.8M +16% 47