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
MM
6451
MQS Management
New York
$170M -$1.77M -1% 664
FF
6452
Farrell Financial
New York
$170M +$10.1M +6% 75
NBWM
6453
North Berkeley Wealth Management
California
$170M +$42.8M +34% 79
MCA
6454
Millennium Capital Advisors
Arkansas
$170M +$3.96M +2% 137
CWM
6455
Comprehensive Wealth Management
Washington
$170M +$28.5M +20% 40
RCF
6456
Rainwater Charitable Foundation
Texas
$169M +$9.98M +6% 4
RCWM
6457
Royal Capital Wealth Management
Indiana
$169M +$6.41M +4% 94
EWA
6458
EQ Wealth Advisors
Texas
$169M +$17.2M +11% 259
EECFX
6459
EnCap Energy Capital Fund XII
Texas
$169M 1
AAS
6460
AdviceOne Advisory Services
Connecticut
$169M +$18.8M +12% 41
BCPE
6461
Bain Capital Public Equity
Massachusetts
$169M +$11.3M +7% 28
EWA
6462
Exit Wealth Advisors
Georgia
$169M +$19.2M +13% 164
GWM
6463
Greenhouse Wealth Management
Connecticut
$169M +$2.57M +2% 63
JGGDR
6464
JGP Global Gestao de Recursos
Brazil
$169M -$2.5M -1% 52
FFA
6465
Frazier Financial Advisors
Ohio
$169M +$5.99M +4% 719
SCM
6466
Sunbeam Capital Management
Georgia
$169M +$7.86M +5% 107
UPS
6467
UHLMANN PRICE SECURITIES
Illinois
$169M +$5.19M +3% 203
TFP
6468
Traction Financial Partners
Wyoming
$169M +$6.68M +4% 62
CFG
6469
Carter Financial Group
Illinois
$169M +$3.03M +2% 134
GPA
6470
Guerra Pan Advisors
New Jersey
$169M +$3.2M +2% 117
PB
6471
Prime Buchholz
New Hampshire
$168M -$13.5M -7% 20
MRCM
6472
Mill Road Capital Management
Connecticut
$168M -$23.7M -12% 26
ALWM
6473
Andrews Lucia Wealth Management
California
$168M +$2.24M +1% 33
SPF
6474
South Plains Financial
Texas
$168M +$7.89M +5% 257
DWS
6475
Dynamic Wealth Strategies
California
$168M +$18.3M +12% 259