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
AI
6401
Arrien Investments
Idaho
$114M +$7.83M +7% 38
LAS
6402
LWM Advisory Services
Florida
$114M +$20.5M +22% 154
CC
6403
Cultivar Capital
Texas
$114M 30
DSCM
6404
Del-Sette Capital Management
New York
$114M +$12M +12% 31
TSW
6405
Three Seasons Wealth
Utah
$114M +$12.3M +12% 84
KWM
6406
Kolinsky Wealth Management
New Jersey
$114M +$12.9M +13% 147
BCM
6407
BluePath Capital Management
Georgia
$114M +$4.69M +4% 340
TT
6408
TI-Trust
Illinois
$113M +$8.44M +8% 107
SAM
6409
Steinberg Asset Management
New York
$113M +$978K +0.9% 45
OA
6410
Oceanside Advisors
South Carolina
$113M 46
PI
6411
Pachira Investments
California
$113M +$24.2M +27% 39
AIFAIM
6412
American Institute for Advanced Investment Management
Arizona
$113M +$5.29M +5% 122
BAM
6413
Bellevue Asset Management
Washington
$113M -$35.6M -24% 465
CPA
6414
Clear Point Advisors
New York
$113M 555
PP
6415
Pingora Partners
Wyoming
$113M 159
NMG
6416
New Millennium Group
Utah
$113M +$3.6M +3% 451
YU
6417
Yale University
Connecticut
$113M +$10.7M +11% 7
CSI
6418
Cross Staff Investments
New York
$113M +$10.7M +10% 116
SFG
6419
SVB Financial Group
Texas
$113M +$59.7M +112% 23
MCM
6420
Multicoin Capital Management
Texas
$113M 3
SCM
6421
Shorepath Capital Management
Utah
$113M 22
LF
6422
LifeSteps Financial
California
$113M +$14.5M +15% 84
RPM
6423
Ridgemont Partners Management
North Carolina
$113M +$1.72M +2% 1
D
6424
Dentgroup
Louisiana
$113M -$23M -17% 113
BRIA
6425
Balanced Rock Investment Advisors
Massachusetts
$113M 93