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
MWP
6526
Meriwether Wealth & Planning
Louisiana
$140M 117
LKWM
6527
Lee-Kelleher Wealth Management
Maryland
$140M 40
BFA
6528
Brown Financial Advisory
Alabama
$140M -$923K -0.7% 39
AI
6529
Arrien Investments
Idaho
$140M +$1.77M +1% 40
TPW
6530
Turn8 Private Wealth
$140M 45
LG
6531
LAM Group
Oregon
$140M -$1.05M -0.7% 134
GIM
6532
Guardian Investment Management
California
$140M +$24M +21% 60
NIP
6533
Norwood Investment Partners
California
$140M -$8.12M -5% 13
RFO
6534
RiverGlades Family Offices
Florida
$140M +$392K +0.3% 86
TC
6535
Tacita Capital
Ontario, Canada
$140M -$13.2M -9% 213
FCT
6536
First Community Trust
Iowa
$140M +$17.6M +14% 329
FF
6537
Farrell Financial
New York
$140M -$1.71M -1% 69
KW
6538
Keyvantage Wealth
Pennsylvania
$140M 95
SCM
6539
Shorepath Capital Management
Utah
$140M +$3.31M +2% 24
CIG
6540
Cascade Investment Group
Colorado
$140M +$3.39M +2% 137
BFM
6541
Broadview Financial Management
Wisconsin
$140M -$7.93M -5% 42
HB
6542
Hauser Brothers
Germany
$140M +$9.61M +7% 10
FHC
6543
Fort Henry Capital
West Virginia
$140M -$7.15M -5% 16
PWAM
6544
Pinnacle West Asset Management
Wyoming
$140M +$184K +0.1% 116
MAG
6545
M3 Advisory Group
Massachusetts
$140M +$3.51M +3% 158
PBRA
6546
Pine Brook Road Advisors
New York
$140M -$48.3M -26% 3
AWM
6547
Allen Wealth Management
North Carolina
$140M -$4.64M -3% 61
GC
6548
Glenorchy Capital
Australia
$140M +$6.49M +5% 66
LDNAM
6549
Lepercq De Neuflize Asset Management
New York
$139M 14
LMAF
6550
Lepercq Multi-Asset Fund
Bermuda
$139M 14