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
ULWM
6151
Upper Left Wealth Management
Florida
$84.6M +$7.65M +10% 57
TOTUOP
6152
Trustees of The University of Pennsylvania
Pennsylvania
$84.4M +$8.82M +12% 5
SPWM
6153
Schrum Private Wealth Management
Florida
$84.4M +$5.15M +6% 112
PML
6154
Prime Movers Lab
Wyoming
$84.4M -$54.5M -39% 10
WCM
6155
Wavelength Capital Management
Connecticut
$84.4M -$5.82M -6% 13
SPWG
6156
Sage Private Wealth Group
Illinois
$84.3M +$8.56M +11% 194
CCG
6157
Coastwise Capital Group
California
$84.3M +$20.9M +33% 109
XS
6158
XR Securities
Illinois
$84.1M -$23.4M -22% 352
APCM
6159
Arbiter Partners Capital Management
New York
$84M +$13.7M +20% 46
HAS
6160
Holland Advisory Services
Florida
$83.9M +$3.1M +4% 31
GIM
6161
Growth Interface Management
Florida
$83.8M -$51.9M -38% 11
PGWM
6162
Pitti Group Wealth Management
New York
$83.8M +$11.3M +16% 72
CM
6163
CM Management
Florida
$83.7M -$5.84M -7% 80
UIA
6164
Ulland Investment Advisors
Minnesota
$83.7M -$7.85M -9% 236
VI
6165
Visa Inc
California
$83.6M -$19.5M -19% 4
SEA
6166
Stegent Equity Advisors
Texas
$83.6M +$16.9M +25% 79
PWS
6167
Paragon Wealth Strategies
Florida
$83.5M -$18.3M -18% 292
NWMG
6168
National Wealth Management Group
Ohio
$83.4M +$6.47M +8% 166
OA
6169
Ocean Arete
Hong Kong
$83.3M +$39.9M +92% 9
MCM
6170
Masterton Capital Management
New York
$83.3M -$26.9M -24% 29
LTL
6171
Lowery Thomas LLC
California
$83.3M -$2.21M -3% 46
WWM
6172
Westwood Wealth Management
California
$83.2M +$2.69M +3% 42
SAMT
6173
Select Asset Management & Trust
Pennsylvania
$83.2M -$705K -0.8% 60
LCM
6174
Lynwood Capital Management
Ontario, Canada
$83.1M -$8.46M -9% 169
PWM
6175
Pinnacle Wealth Management
California
$83M +$632K +0.8% 61