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
CI
6151
Corient IA
Florida
$170M +$29.1M +21% 323
FIBOI
6152
First International Bank of Israel
$170M 56
WBWA
6153
William B. Walkup & Associates
South Carolina
$170M +$5.74M +3% 163
PRI
6154
Prepared Retirement Institute
Pennsylvania
$170M +$13.1M +8% 92
RM
6155
Redpoint Management
California
$170M -$107M -39% 6
FCC
6156
Flower City Capital
New York
$170M +$17.1M +11% 41
BM
6157
Bridger Management
New York
$170M -$31.6M -16% 34
WC
6158
Wynnefield Capital
New York
$170M +$11.5M +7% 16
C
6159
Covestor
United Kingdom
$170M +$20.1M +13% 2,889
KWM
6160
KMT Wealth Management
California
$169M +$23.5M +16% 17
BWMG
6161
Barnes Wealth Management Group
California
$169M +$13.5M +9% 176
RCF
6162
Rainwater Charitable Foundation
Texas
$169M +$16.2M +11% 4
TWP
6163
Tower Wealth Partners
Pennsylvania
$169M -$17.9M -10% 92
V
6164
ViaWealth
Kansas
$169M +$7.16M +4% 155
CF
6165
Concorde Financial
Texas
$169M -$12.3M -7% 56
WA
6166
Watchtower Advisors
Connecticut
$169M +$31.2M +23% 22
GWAM
6167
Guardian Wealth Advisors (Minnesota)
Minnesota
$169M +$13.1M +8% 75
LFASL
6168
Lugano Financial Advisors SA (LFA)
Switzerland
$169M +$21.7M +15% 263
WCM
6169
Warburton Capital Management
Oklahoma
$169M +$30.6M +22% 61
PWM
6170
Peterson Wealth Management
Nevada
$169M +$20.1M +14% 59
LCM
6171
LRT Capital Management
Texas
$169M +$22.7M +16% 84
PM
6172
Plustick Management
Virginia
$169M +$31.4M +23% 21
LHA
6173
Little Harbor Advisors
Massachusetts
$169M +$6.38M +4% 9
BA
6174
Ballew Advisors
Mississippi
$168M +$19.3M +13% 118
MFG
6175
Menard Financial Group
Texas
$168M +$16.1M +11% 107