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
BTC
6526
Bank & Trust Company
Illinois
$118M 287
BWA
6527
Blodgett Wealth Advisors
California
$118M +$7.48M +7% 65
EB
6528
Exchange Bank
California
$118M -$4.01M -3% 116
SV
6529
Sapphire Ventures
Texas
$118M -$16.7M -12% 6
TC
6530
Travelers Companies
Minnesota
$117M -$49.7M -30% 2
MWM
6531
Mosley Wealth Management
California
$117M +$10.9M +10% 111
TA
6532
TPG Advisors
Illinois
$117M 84
SC
6533
Schubert & Co
Texas
$117M $0 0% 32
PWP
6534
PrairieView Wealth Partners
Illinois
$117M +$7.15M +6% 20
VSCP
6535
Vesey Street Capital Partners
New York
$117M -$62.8M -35% 1
HLAM
6536
Hidden Lake Asset Management
New York
$117M +$11.3M +11% 36
NMM
6537
Naples Money Management
Florida
$117M +$16.9M +17% 450
2L
6538
22NW LP
Washington
$117M +$1.14M +1% 14
LFA
6539
Laraway Financial Advisors
Minnesota
$117M +$3.67M +3% 112
FCT
6540
First Community Trust
Iowa
$117M +$10.7M +10% 314
BCM
6541
Brooktree Capital Management
Michigan
$117M -$12.7M -10% 24
OCP
6542
OCO Capital Partners
New York
$117M +$9.99M +9% 4
CFS
6543
Coordinated Financial Services
Colorado
$117M +$2.27M +2% 136
DG
6544
DMC Group
Alabama
$117M +$938K +0.8% 127
ACM
6545
Ategra Capital Management
Virginia
$117M -$101M -46% 92
VWM
6546
VanWeelden Wealth Management
Ohio
$117M 20
SFS
6547
Sharp Financial Services
Pennsylvania
$117M +$9.01M +8% 105
CAAM
6548
Cape Ann Asset Management
United Kingdom
$117M +$4.17M +4% 6
BIG
6549
Bush Investment Group
Georgia
$116M +$3.26M +3% 33
SFS
6550
Symphony Financial Services
Ohio
$116M 85