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
BVLP
6176
Bailey Value Limited Partnership
Massachusetts
$89.3M 11
EM
6177
Endicott Management
New York
$89M -$18.8M -17% 9
HA
6178
HFG Advisors
Ohio
$88.8M 85
FWM
6179
Fingerlakes Wealth Management
New York
$88.8M 91
PWMG
6180
Provence Wealth Management Group
California
$88.4M 75
DTIM
6181
Danda Trouve Investment Management
Kansas
$88.3M +$5.33M +6% 178
BM
6182
Brandywine Managers
Delaware
$88.3M -$7.54M -8% 45
NIM
6183
NuWave Investment Management
New Jersey
$88.1M +$651K +0.7% 435
SA
6184
SRH Advisors
Kansas
$88M +$5.9M +7% 317
SWG
6185
Summit Wealth Group
Vermont
$87.8M +$24.5M +39% 53
LWP
6186
Legacy Wealth Planning
Nevada
$87.7M -$1.58M -2% 105
CIA
6187
Caerus Investment Advisors
Texas
$87.7M 66
EWM
6188
Echo Wealth Management
Minnesota
$87.6M +$3.19M +4% 52
OA
6189
Oakhurst Advisors
California
$87.6M +$4.08M +5% 5
JBFJ
6190
James B. Fleming Jr
$87.4M 2
IAMH
6191
IvyRock Asset Management (HK)
Hong Kong
$87.4M -$18.2M -17% 13
BWA
6192
Beam Wealth Advisors
Louisiana
$87.3M -$29.2M -25% 151
VAM
6193
Vazirani Asset Management
New York
$87.3M 51
BWM
6194
BlackDiamond Wealth Management
New York
$87.1M 108
SCFS
6195
S.C. Financial Services
Arizona
$87M 125
SPI
6196
Sutton Place Investors
New York
$87M 75
CAM
6197
Connacht Asset Management
New York
$86.9M -$333K -0.4% 126
MA
6198
Maxele Advisors
Missouri
$86.6M 86
DA
6199
DSC Advisors
Illinois
$86.6M +$10.8M +14% 78
HAS
6200
Holland Advisory Services
Florida
$86.5M 36