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
ICP
6101
Interchange Capital Partners
Pennsylvania
$99.6M +$39.8M +66% 202
LPP
6102
Life Planning Partners
Florida
$99.3M 172
ONSWM
6103
Old North State Wealth Management
North Carolina
$99.2M 57
MIC
6104
MU Investments Company
Japan
$99.2M +$5.92M +6% 29
MI
6105
Markston International
New York
$99.1M -$7.74M -7% 147
ALS
6106
Andrew L. Share
$98.9M +$3.18M +3% 8
POIA
6107
Pin Oak Investment Advisors
Texas
$98.8M +$8.19M +9% 443
GIM
6108
Guild Investment Management
California
$98.8M -$5.06M -5% 87
AWM
6109
Avondale Wealth Management
Texas
$98.8M -$3.62M -4% 121
PSIWM
6110
Paradigm Strategies in Wealth Management
Minnesota
$98.7M -$7.18M -7% 54
CA
6111
Carson Advisory
Georgia
$98.7M 134
TWP
6112
Tower Wealth Partners
Pennsylvania
$98.7M +$3.83M +4% 53
SC
6113
Schubert & Co
Texas
$98.4M 1,399
AIM
6114
Alerce Investment Management
Illinois
$98.3M -$47.8M -33% 7
SLWA
6115
San Luis Wealth Advisors
California
$98.2M -$81.3M -45% 167
HFW
6116
Horizon Family Wealth
Illinois
$98.1M 47
BSWA
6117
Bromfield Sneider Wealth Advisors
Massachusetts
$98M 27
OP
6118
Osmium Partners
California
$98M -$13.5M -12% 9
DLDF
6119
Dan L. Duncan Foundation
Texas
$97.9M -$7.4M -7% 5
FC
6120
Farley Capital
New York
$97.8M -$4.75M -5% 18
OFG
6121
OmniStar Financial Group
North Carolina
$97.8M +$13.1M +16% 122
MWM
6122
Magnolia Wealth Management
Alabama
$97.7M 13
RCM
6123
Raleigh Capital Management
North Carolina
$97.5M 329
GWA
6124
Gibson Wealth Advisors
Texas
$97.2M 116
MIM
6125
Meixler Investment Management
Arizona
$97.1M 85