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
PAIA
6101
Park Avenue Institutional Advisers
New York
$100M -$175K -0.2% 9
NM
6102
Nokota Management
New York
$100M +$82.8M +482% 66
AWM
6103
Avaii Wealth Management
Wisconsin
$99.8M 97
AG
6104
Appleton Group
Wisconsin
$99.7M -$16.5M -14% 60
MRL
6105
Mantle Ridge LP
New York
$99.7M +$10.8M +12% 2
LSC
6106
Lesa Sroufe & Co
Washington
$99.6M +$5.69M +6% 76
ICP
6107
Interchange Capital Partners
Pennsylvania
$99.6M +$39.8M +66% 202
LPP
6108
Life Planning Partners
Florida
$99.3M 172
ONSWM
6109
Old North State Wealth Management
North Carolina
$99.2M 57
MIC
6110
MU Investments Company
Japan
$99.2M +$5.92M +6% 29
MI
6111
Markston International
New York
$99.1M -$7.74M -7% 147
ALS
6112
Andrew L. Share
$98.9M +$3.18M +3% 8
GIM
6113
Guild Investment Management
California
$98.8M -$5.06M -5% 87
POIA
6114
Pin Oak Investment Advisors
Texas
$98.8M +$8.19M +9% 443
AWM
6115
Avondale Wealth Management
Texas
$98.8M -$3.62M -4% 121
PSIWM
6116
Paradigm Strategies in Wealth Management
Minnesota
$98.7M -$7.18M -7% 54
CA
6117
Carson Advisory
Georgia
$98.7M 134
TWP
6118
Tower Wealth Partners
Pennsylvania
$98.7M +$3.83M +4% 53
SC
6119
Schubert & Co
Texas
$98.4M 1,399
AIM
6120
Alerce Investment Management
Illinois
$98.3M -$47.8M -33% 7
SLWA
6121
San Luis Wealth Advisors
California
$98.2M -$81.3M -45% 167
HFW
6122
Horizon Family Wealth
Illinois
$98.1M 47
BSWA
6123
Bromfield Sneider Wealth Advisors
Massachusetts
$98M 27
OP
6124
Osmium Partners
California
$98M -$13.5M -12% 9
DLDF
6125
Dan L. Duncan Foundation
Texas
$97.9M -$7.4M -7% 5