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
PWA
6376
Primoris Wealth Advisors
Florida
$82.8M -$8.45M -9% 78
LCM
6377
Lattice Capital Management
Washington
$82.6M +$25.1M +44% 44
PWM
6378
Pinnacle Wealth Management
California
$82.4M -$16.7M -17% 53
BCP
6379
Bluegrass Capital Partners
Florida
$82.4M -$10.3M -11% 12
MSDF
6380
Michael & Susan Dell Foundation
New York
$82.4M -$4.64M -5% 2
BCM
6381
Barrier Capital Management
California
$82.4M -$13.2M -14% 19
OC
6382
One01 Capital
California
$82.3M -$10.2M -11% 25
CWM
6383
ClientFirst Wealth Management
Arkansas
$82.3M -$1.81M -2% 34
TWS
6384
Thomas W. Smith
$82M -$4.51M -5% 6
GEH
6385
General Equity Holdings
New York
$81.9M +$14.4M +21% 6
FDC
6386
Flight Deck Capital
California
$81.9M -$30.8M -27% 18
FWM
6387
Fingerlakes Wealth Management
New York
$81.8M -$5.52M -6% 86
NCPI
6388
NewView Capital Partners I
California
$81.8M -$32.1M -28% 3
SIM
6389
Strategic Investment Management
Virginia
$81.7M -$9.86M -11% 11
SVGI
6390
Sozo Ventures GP II
California
$81.5M +$3.83M +5% 1
BAG
6391
Bridgewealth Advisory Group
California
$81.4M +$19.9M +32% 68
ACM
6392
Alethea Capital Management
Washington
$81.4M -$12.1M -13% 70
JAM
6393
JLP Asset Management
New York
$81.4M -$9M -10% 22
WTG
6394
West Tower Group
Virginia
$81.3M -$20.9M -20% 856
CPI
6395
Crestview Partners IV
New York
$81.3M +$5.68M +8% 2
KIA
6396
Kraematon Investment Advisors
Massachusetts
$81.2M -$9.77M -11% 87
FCG
6397
Financial Connections Group
California
$81.1M -$71.4M -47% 254
LG
6398
Lane Generational
Massachusetts
$81M +$11.2M +16% 35
MAG
6399
Millrace Asset Group
Pennsylvania
$81M -$14.5M -15% 78
TDC
6400
Thompson Davis & Co
Virginia
$80.9M -$7.45M -8% 143