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
BRPW
6701
Ballast Rock Private Wealth
South Carolina
$160M 171
PMSA
6702
Patrick M. Sweeney & Associates
Illinois
$160M +$5.19M +3% 164
CNTOF
6703
Canandaigua National Trust of Florida
New York
$160M +$33.6M +27% 132
TIAM2
6704
Tru Independence Asset Management 2
Oregon
$160M +$7.67M +5% 94
MW
6705
Members Wealth
Pennsylvania
$160M +$1.79M +1% 117
BDAM
6706
Blue Door Asset Management
Connecticut
$160M -$17.2M -10% 32
GIS
6707
Graphene Investments SAS
France
$160M +$1.4M +0.9% 46
BWLSA
6708
Blue Water Life Science Advisors
California
$159M +$49.7M +45% 9
MFFIA
6709
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$159M -$7.37M -4% 82
HF
6710
Holcombe Financial
Georgia
$159M +$16M +11% 49
LWM
6711
Lifetime Wealth Management
Texas
$159M 89
RWS
6712
Rochester Wealth Strategies
Michigan
$159M +$6.43M +4% 24
GWA
6713
Gutierrez Wealth Advisory
Arkansas
$159M +$2.84M +2% 65
FFWA
6714
Forthright Family Wealth Advisory
Texas
$159M -$3.56M -2% 59
MSF
6715
Mustard Seed Financial
Arkansas
$159M +$3.52M +2% 95
SRL
6716
Scientech Research LLC
New Jersey
$159M -$128M -45% 888
TTIC
6717
Tower Trust & Investment Company
Iowa
$159M +$10.4M +7% 206
HCM
6718
Hillman Capital Management
Maryland
$159M -$12.9M -8% 56
ACM
6719
Alcosta Capital Management
California
$159M -$26.8M -14% 33
CCM
6720
Crew Capital Management
Ohio
$159M +$9.41M +6% 118
CCA
6721
Cooper Capital Advisors
California
$159M +$4.05M +3% 45
GFM
6722
GEN Financial Management
Minnesota
$159M +$42.8M +37% 49
CCW
6723
Coastline Complete Wealth
South Carolina
$159M 50
IPWA
6724
International Private Wealth Advisors
California
$159M -$151K -0.1% 173
RWM
6725
Riverbend Wealth Management
South Carolina
$159M +$15.6M +11% 155