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
AWA
6301
Archvest Wealth Advisors
California
$138M -$19.6M -12% 76
BCG
6302
BayBridge Capital Group
California
$138M -$1.03M -0.7% 102
UOWF
6303
University of Wisconsin Foundation
Wisconsin
$138M -$15.7M -10% 7
GSP
6304
Grafton Street Partners
Florida
$138M +$11.5M +9% 14
CSTB
6305
Charles Schwab Trust Bank
Nevada
$137M $0 0% 1
IDBONY
6306
Israel Discount Bank of New York
New York
$137M +$70.2M +104% 50
TC
6307
Tsai Capital
New York
$137M +$14.4M +12% 25
AI
6308
Axos Invest
Nevada
$137M -$8.82M -6% 24
AMAL
6309
Asset Management Advisors LLC
Oklahoma
$137M -$5.94M -4% 16
SCA
6310
Sippican Capital Advisors
Massachusetts
$137M -$6.09M -4% 117
GL
6311
Gerber LLC
Ohio
$137M +$1.18M +0.9% 99
LFS
6312
Leibman Financial Services
Nebraska
$137M -$4.05M -3% 64
DWMS
6313
Dominguez Wealth Management Solutions
Virginia
$137M -$1.1M -0.8% 62
EG
6314
Ellerson Group
Maryland
$137M +$9.68M +8% 52
PIM
6315
Pinnacle Investment Management
Hong Kong
$137M 19
FGI
6316
Foresight Global Investors
New York
$137M -$47.5M -26% 46
BCM
6317
Brightlight Capital Management
Connecticut
$137M -$70.8M -34% 14
FIA
6318
FPC Investment Advisory
California
$137M +$18.9M +16% 287
FFWM
6319
Future Financial Wealth Management
Ohio
$137M -$3.32M -2% 480
CMU
6320
Carnegie Mellon University
Pennsylvania
$137M +$39.8M +41% 6
MPM
6321
Mountaineer Partners Management
New York
$137M -$23.8M -15% 17
HFS
6322
Hoge Financial Services
Pennsylvania
$137M +$3.77M +3% 61
MCM
6323
MidAtlantic Capital Management
Virginia
$137M -$387K -0.3% 250
UL
6324
Unionview LLC
Washington
$136M +$7.96M +6% 97
DWM
6325
Daner Wealth Management
Georgia
$136M 56