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
PC
6401
Panoramic Capital
California
$175M +$16.9M +11% 55
4WM
6402
4J Wealth Management
Virginia
$175M +$4.5M +3% 102
MBWA
6403
Marin Bay Wealth Advisors
California
$175M 120
AWMNY
6404
Arcadia Wealth Management (New York)
New York
$174M +$9.73M +6% 61
SC
6405
Shearwater Capital
Colorado
$174M +$5.68M +3% 53
OWA
6406
Oak Wealth Advisors
Illinois
$174M +$2.08M +1% 61
HP
6407
Harbourvest Partners
Massachusetts
$174M -$30.9M -15% 11
PFS
6408
Prospect Financial Services
New York
$174M +$253K +0.1% 114
RFA
6409
ROI Financial Advisors
Oregon
$174M +$6.62M +4% 69
FF
6410
Farrow Financial
Vermont
$174M +$1.71M +1% 56
SGF
6411
Stephens Greth Foundation
Texas
$174M 4
KCM
6412
KRS Capital Management
Michigan
$174M +$8.32M +5% 121
CFS
6413
Coordinated Financial Services
Colorado
$174M +$17.9M +11% 180
TCPG
6414
Trivant Custom Portfolio Group
California
$174M -$20.9M -11% 87
RCA
6415
Runnymede Capital Advisors
Ohio
$174M +$52.2M +43% 125
LWA
6416
Ledgewood Wealth Advisors
New Hampshire
$174M +$4.64M +3% 75
TCM
6417
Thoma Capital Management
Maryland
$174M -$509K -0.3% 62
FPH
6418
Financial Planning Hawaii
Hawaii
$174M 128
MWM
6419
Melfa Wealth Management
Massachusetts
$174M +$2.95M +2% 207
YWM
6420
Yukon Wealth Management
Kansas
$174M -$132M -43% 135
DWM
6421
Defined Wealth Management
Oregon
$173M +$1.26M +0.7% 110
OAS
6422
Optivise Advisory Services
Tennessee
$173M +$5.34M +3% 231
TA
6423
Tiptree Advisors
New York
$173M +$13.5M +8% 27
TWM
6424
TLW Wealth Management
Florida
$173M -$1.39M -0.8% 19
WSA
6425
Wealth Science Advisors
Georgia
$173M 71