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
AAS
6526
AdviceOne Advisory Services
Connecticut
$169M +$18.8M +12% 41
BCPE
6527
Bain Capital Public Equity
Massachusetts
$169M +$11.3M +7% 28
EWA
6528
Exit Wealth Advisors
Georgia
$169M +$19.2M +13% 164
ONST
6529
Old North State Trust
North Carolina
$169M +$4.91M +3% 157
GWM
6530
Greenhouse Wealth Management
Connecticut
$169M +$2.57M +2% 63
JGGDR
6531
JGP Global Gestao de Recursos
Brazil
$169M -$2.5M -1% 52
FFA
6532
Frazier Financial Advisors
Ohio
$169M +$5.99M +4% 719
SCM
6533
Sunbeam Capital Management
Georgia
$169M +$7.86M +5% 107
UPS
6534
UHLMANN PRICE SECURITIES
Illinois
$169M +$5.19M +3% 203
TFP
6535
Traction Financial Partners
Wyoming
$169M +$6.68M +4% 62
CFG
6536
Carter Financial Group
Illinois
$169M +$3.03M +2% 134
GPA
6537
Guerra Pan Advisors
New Jersey
$169M +$3.2M +2% 117
PB
6538
Prime Buchholz
New Hampshire
$168M -$13.5M -7% 20
MRCM
6539
Mill Road Capital Management
Connecticut
$168M -$23.7M -12% 26
ALWM
6540
Andrews Lucia Wealth Management
California
$168M +$2.24M +1% 33
SPF
6541
South Plains Financial
Texas
$168M +$7.89M +5% 257
DWS
6542
Dynamic Wealth Strategies
California
$168M +$18.3M +12% 259
BCM
6543
Basso Capital Management
Connecticut
$168M +$18.6M +12% 119
DP
6544
Diadema Partners
New Jersey
$168M +$24.4M +17% 152
WMWM
6545
Wilkins Miller Wealth Management
Alabama
$168M +$6.46M +4% 96
BIO
6546
Blue Investment Opportunities
Florida
$168M +$1.48M +0.9% 1
TCGDR
6547
TB Capital Gestao de Recursos
$168M +$37.7M +29% 19
LKWM
6548
Lee-Kelleher Wealth Management
Maryland
$168M +$5.24M +3% 44
PXPO
6549
Peak XV Partners Operations
Mauritius
$168M +$6.57M +4% 1
OL
6550
OneFund LLC
Florida
$168M +$12.2M +8% 514