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
ALWM
6501
Andrews Lucia Wealth Management
California
$168M +$2.24M +1% 33
SPF
6502
South Plains Financial
Texas
$168M +$7.89M +5% 257
DWS
6503
Dynamic Wealth Strategies
California
$168M +$18.3M +12% 259
BCM
6504
Basso Capital Management
Connecticut
$168M +$18.6M +12% 119
DP
6505
Diadema Partners
New Jersey
$168M +$24.4M +17% 152
WMWM
6506
Wilkins Miller Wealth Management
Alabama
$168M +$6.46M +4% 96
BIO
6507
Blue Investment Opportunities
Florida
$168M +$1.48M +0.9% 1
TCGDR
6508
TB Capital Gestao de Recursos
$168M +$37.7M +29% 19
LKWM
6509
Lee-Kelleher Wealth Management
Maryland
$168M +$5.24M +3% 44
PXPO
6510
Peak XV Partners Operations
Mauritius
$168M +$6.57M +4% 1
OL
6511
OneFund LLC
Florida
$168M +$12.2M +8% 514
MFA
6512
McClarren Financial Advisors
Pennsylvania
$168M +$4.05M +2% 78
WWWM
6513
White Wing Wealth Management
Texas
$168M +$6.45M +4% 36
PSC
6514
Prentiss Smith & Co
Vermont
$167M -$9.72M -5% 70
BCP
6515
Bluegrass Capital Partners
Florida
$167M +$14.6M +10% 11
MWM
6516
Magnolia Wealth Management
Alabama
$167M +$5.71M +4% 15
PMAM
6517
Penn Mutual Asset Management
Pennsylvania
$167M +$116M +225% 66
CCP
6518
Crocodile Capital Partners
Germany
$167M +$44.4M +36% 16
AWA
6519
Argo Wealth Advisory
Virginia
$167M 52
PWA
6520
Primoris Wealth Advisors
Florida
$167M +$9.86M +6% 119
TDC
6521
Thompson Davis & Co
Virginia
$167M +$5.04M +3% 186
CAIM
6522
Catherine Avery Investment Management
Florida
$167M +$11.7M +8% 167
S
6523
SharpePoint
Arizona
$167M +$56M +51% 86
SFA
6524
Salus Financial Advisors
Colorado
$167M +$4.71M +3% 35
IW
6525
Instrumental Wealth
Florida
$167M +$24.2M +17% 82