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
LIA
6326
Lynx Investment Advisory
District of Columbia
$139M +$3.88M +3% 815
BCG
6327
BayBridge Capital Group
California
$139M +$11M +9% 102
SRA
6328
Secured Retirement Advisors
Minnesota
$139M +$10.5M +8% 136
CP
6329
Clayton Partners
California
$139M +$14.5M +12% 40
FFP
6330
Forbes Financial Planning
Rhode Island
$139M +$11.5M +9% 31
1IA
6331
1620 Investment Advisors
Massachusetts
$139M +$8.17M +6% 728
CBCM
6332
Cook & Bynum Capital Management
Alabama
$139M +$7.24M +6% 5
VVA
6333
Vida Ventures Advisors
Massachusetts
$139M +$47.2M +52% 6
AI
6334
Arrien Investments
Idaho
$139M +$10.6M +8% 39
DAM
6335
Draper Asset Management
New York
$138M +$6.69M +5% 21
ACM
6336
Alethea Capital Management
Washington
$138M +$6.67M +5% 50
MCM
6337
Moon Capital Management
New York
$138M +$20.1M +17% 21
DWMS
6338
Dominguez Wealth Management Solutions
Virginia
$138M +$5.34M +4% 62
SWMP
6339
Signature Wealth Management Partners
New Jersey
$138M +$6.57M +5% 107
FWM
6340
FMA Wealth Management
Massachusetts
$138M +$14.2M +11% 50
PWA
6341
Primoris Wealth Advisors
Florida
$138M +$12.5M +10% 108
VAG
6342
Vannoy Advisory Group
Texas
$138M +$8.45M +7% 27
SI
6343
SCP Investment
California
$137M -$19.6M -12% 60
CSTB
6344
Charles Schwab Trust Bank
Nevada
$137M -$1.42M -1% 1
ACM
6345
Ategra Capital Management
Virginia
$137M +$20.8M +18% 24
SWM
6346
StoneCrest Wealth Management
Arizona
$137M +$6.41M +5% 63
PWH
6347
Priebe Wealth Holdings
Minnesota
$137M +$11.1M +9% 67
SC
6348
Settian Capital
New York
$137M +$947K +0.7% 32
KCM
6349
KRS Capital Management
Michigan
$137M +$3.56M +3% 119
EWS
6350
Eagle Wealth Strategies
New Jersey
$137M +$13.4M +11% 112