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
TA
6451
Tiptree Advisors
New York
$173M +$13.5M +8% 27
TWM
6452
TLW Wealth Management
Florida
$173M -$1.39M -0.8% 19
WSA
6453
Wealth Science Advisors
Georgia
$173M 71
SBCM
6454
Silverberg Bernstein Capital Management
New York
$173M +$8.38M +5% 67
HM
6455
Heronetta Management
New York
$173M -$9.66M -5% 25
FI
6456
Finivi Inc
Massachusetts
$173M +$15.9M +10% 104
MSRI
6457
Michael S. Ryan Inc
New York
$173M +$5.3M +3% 58
WF
6458
Williams Financial
Vermont
$173M +$75.9M +78% 31
BCM
6459
Brookmont Capital Management
Texas
$173M -$7.05M -4% 59
LIM
6460
Lagoda Investment Management
New York
$173M -$4.05M -2% 26
TC
6461
Tacita Capital
Ontario, Canada
$173M +$7.14M +4% 222
AA
6462
Atmos Advisory
Pennsylvania
$173M +$8.44M +5% 21
LWP
6463
LeClair Wealth Partners
Ohio
$172M +$11.9M +7% 115
SH
6464
SeaTown Holdings
Singapore
$172M -$1.09M -0.6% 21
TFA
6465
Tranquilli Financial Advisor
New Jersey
$172M +$3.08M +2% 136
PVAMC
6466
PPS&V Asset Management Consultants
Michigan
$172M -$954K -0.6% 43
AFS
6467
Anderson Financial Strategies
Ohio
$172M +$3.42M +2% 40
MPIM
6468
McGinn Penninger Investment Management
Virginia
$172M +$1.65M +1% 36
TWCA
6469
Two West Capital Advisors
Kansas
$172M +$6.45M +4% 101
FA
6470
Financial Alternatives
California
$172M +$6.88M +4% 89
AWA
6471
AmeriServ Wealth Advisors
Pennsylvania
$172M -$25.9M -13% 61
ACM
6472
Arrow Capital Management
New York
$172M 16
TCTWM
6473
Three Cord True Wealth Management
Pennsylvania
$172M +$24.2M +16% 39
WPEP
6474
Walnut Private Equity Partners
Nebraska
$172M -$4.65M -3% 13
VCIM
6475
Velan Capital Investment Management
Georgia
$172M +$65.4M +61% 56