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
BRIA
6726
Balanced Rock Investment Advisors
Massachusetts
$125M -$916K -0.7% 92
DCM
6727
Davis Capital Management
Florida
$125M +$2.68M +2% 324
SRSA
6728
S.R. Schill & Associates
Washington
$125M +$5.85M +5% 33
IAIM
6729
Industrial Alliance Investment Management
Quebec, Canada
$125M -$3.32M -3% 6
PWM
6730
Parkworth Wealth Management
California
$125M +$5.06M +4% 1,311
CWMGO
6731
Capstone Wealth Management Group (Oregon)
Oregon
$125M -$6.39M -5% 104
APW
6732
Aurora Private Wealth
New Jersey
$125M -$8.33M -6% 169
WLC
6733
Walnut Level Capital
Colorado
$125M -$57.2M -31% 43
DP
6734
Diadema Partners
New Jersey
$125M +$36.4M +41% 117
TGV
6735
TRV GP V
Massachusetts
$125M -$169M -57% 4
HPM
6736
Helix Partners Management
New York
$125M -$67.6M -35% 19
EC
6737
Enhancing Capital
Pennsylvania
$125M -$457K -0.4% 94
PAG
6738
Paladin Advisory Group
Iowa
$125M -$5.61M -4% 242
MCM
6739
MontVue Capital Management
Virginia
$125M -$6.16M -5% 62
BWA
6740
Babb Wealth Advisors
Arizona
$125M +$688K +0.6% 19
CC
6741
Capstone Capital
Nevada
$125M +$2.4M +2% 24
AFP
6742
Alpha Financial Partners
Kentucky
$125M -$1.85M -1% 90
GWA
6743
Gibson Wealth Advisors
Texas
$125M +$3.47M +3% 38
ACL
6744
Applied Capital LLC
Florida
$124M -$2.82M -2% 92
TAM
6745
Tabor Asset Management
New York
$124M -$85.4M -41% 52
MSF
6746
Mustard Seed Financial
Arkansas
$124M +$1.22M +1% 85
CC
6747
Cultivar Capital
Texas
$124M +$10.1M +9% 32
FAM
6748
Fairtree Asset Management
South Africa
$124M +$19.7M +19% 114
LBC
6749
Leigh Baldwin & Co
New York
$124M +$5.73M +5% 178
FI
6750
Finivi Inc
Massachusetts
$124M -$874K -0.7% 91