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
BFA
6076
Brown Financial Advisory
Alabama
$104M +$6.95M +7% 31
HWMT
6077
Heritage Wealth Management (Texas)
Texas
$104M +$5.27M +5% 28
GWMI
6078
Guardian Wealth Management (Illinois)
Illinois
$104M +$2.21M +2% 263
TPM
6079
Totem Point Management
New York
$104M +$30M +41% 18
PU
6080
Petiole USA
New York
$104M -$32.8M -24% 39
SC
6081
Swan Capital
Florida
$104M 27
OW
6082
Olistico Wealth
Oklahoma
$103M +$11.1M +12% 104
BCM
6083
Basso Capital Management
Connecticut
$103M +$10.3M +11% 83
SI
6084
SCP Investment
California
$103M -$722K -0.7% 39
RLWM
6085
RF&L Wealth Management
Massachusetts
$103M +$6.07M +6% 50
SMF
6086
Sterling Manor Financial
New York
$103M +$13M +14% 71
PCC
6087
Park Circle Company
Maryland
$103M +$519K +0.5% 112
MFG
6088
Mainsail Financial Group
Washington
$103M +$4.93M +5% 45
CS
6089
Crescent Sterling
Louisiana
$103M +$9.72M +10% 77
MF
6090
Meridian Financial
Massachusetts
$103M +$7.94M +8% 99
SFB
6091
STAR Financial Bank
Indiana
$103M +$1.92M +2% 95
CP
6092
Clayton Partners
California
$103M -$2.95M -3% 39
HGIM
6093
High Ground Investment Management
United Kingdom
$103M -$3.23M -3% 5
AI
6094
Arrien Investments
Idaho
$103M 33
MIM
6095
Meixler Investment Management
Arizona
$103M +$3.19M +3% 88
KL
6096
KilterHowling LLC
Colorado
$102M +$7.98M +8% 54
TOTUOP
6097
Trustees of The University of Pennsylvania
Pennsylvania
$102M +$18M +21% 7
ICM
6098
Islay Capital Management
Texas
$102M +$15.4M +18% 269
PP
6099
PFS Partners
New Jersey
$102M +$7.34M +8% 401
MA
6100
MAS Advisors
Florida
$102M -$3.56M -3% 96