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
PSIWM
6301
Paradigm Strategies in Wealth Management
Minnesota
$98.7M -$7.18M -7% 54
CA
6302
Carson Advisory
Georgia
$98.7M 134
TWP
6303
Tower Wealth Partners
Pennsylvania
$98.7M +$3.83M +4% 53
SC
6304
Schubert & Co
Texas
$98.4M 1,399
AIM
6305
Alerce Investment Management
Illinois
$98.3M -$47.8M -33% 7
SLWA
6306
San Luis Wealth Advisors
California
$98.2M -$81.3M -45% 167
HFW
6307
Horizon Family Wealth
Illinois
$98.1M 47
BSWA
6308
Bromfield Sneider Wealth Advisors
Massachusetts
$98M 27
OP
6309
Osmium Partners
California
$98M -$13.5M -12% 9
DLDF
6310
Dan L. Duncan Foundation
Texas
$97.9M -$7.4M -7% 5
FC
6311
Farley Capital
New York
$97.8M -$4.75M -5% 18
OFG
6312
OmniStar Financial Group
North Carolina
$97.8M +$13.1M +16% 122
MWM
6313
Magnolia Wealth Management
Alabama
$97.7M 13
RCM
6314
Raleigh Capital Management
North Carolina
$97.5M 329
GWA
6315
Gibson Wealth Advisors
Texas
$97.2M 116
MIM
6316
Meixler Investment Management
Arizona
$97.1M 85
UWM
6317
Udine Wealth Management
Florida
$96.9M 20
LCM
6318
Lattice Capital Management
Washington
$96.9M 79
VF
6319
Vista Finance
Missouri
$96.8M 87
ST
6320
Sphinx Trading
Illinois
$96.8M +$21.4M +28% 182
SMC
6321
S. Muoio & Co
New York
$96.7M -$21.9M -18% 121
ACMH
6322
Andar Capital Management (HK)
Hong Kong
$96.6M -$12.3M -11% 19
VIA
6323
Vantis Investment Advisers
Florida
$96.6M +$1.12M +1% 39
KCM
6324
Khrom Capital Management
Florida
$96.5M -$13.2M -12% 20
TCM
6325
Tegean Capital Management
New York
$96.2M 68