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
FFWA
6401
Forthright Family Wealth Advisory
Texas
$163M +$4.77M +3% 60
BAM
6402
Byrne Asset Management
New Jersey
$163M +$11.5M +8% 624
LKWM
6403
Lee-Kelleher Wealth Management
Maryland
$162M +$11.9M +8% 41
HWA
6404
Heritage Wealth Architects
Minnesota
$162M +$26.5M +20% 59
BCM
6405
Berbice Capital Management
New York
$162M +$19.6M +14% 208
IWA
6406
Invera Wealth Advisors
Oregon
$162M +$8.9M +6% 88
CRFG
6407
Columbia River Financial Group
Washington
$162M +$7.62M +5% 53
CCG
6408
Catalina Capital Group
California
$162M +$13.9M +9% 171
SFA
6409
Salus Financial Advisors
Colorado
$162M +$13.3M +9% 33
TA
6410
Teton Advisors
New York
$162M -$2.21M -1% 191
GPWM
6411
Grant Private Wealth Management
California
$162M -$14.3M -8% 174
TFP
6412
Traction Financial Partners
Wyoming
$162M +$14.5M +10% 82
SAM
6413
Sectoral Asset Management
Quebec, Canada
$162M +$10.6M +7% 98
TDC
6414
Thompson Davis & Co
Virginia
$162M +$15.3M +10% 180
KA
6415
Kure Advisory
Minnesota
$162M +$11.1M +7% 49
I
6416
Immersion
Florida
$162M -$35.4M -18% 11
GA
6417
Gagnon Advisors
New York
$162M +$13.1M +9% 26
CPL
6418
Capital & Planning LLC
Georgia
$162M +$14.7M +10% 40
AI
6419
Axecap Investments
Ohio
$162M +$8.33M +5% 91
SAM
6420
Soviero Asset Management
New York
$162M +$25.4M +19% 72
GAAM
6421
Grand Alliance Asset Management
Hong Kong
$162M +$73.2M +83% 11
PWAM
6422
Papamarkou Wellner Asset Management
New York
$162M +$10.6M +7% 87
ECM
6423
Explore Capital Management
Delaware
$162M +$20.3M +14% 19
MWM
6424
Magnolia Wealth Management
Alabama
$162M +$8.27M +5% 14
GC
6425
Gould Capital
Washington
$162M +$11.9M +8% 222