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
UF
6826
UCLA Foundation
California
$127M 1
AFP
6827
Alpha Financial Partners
Kentucky
$127M -$13.7M -10% 168
HFAS
6828
Hummer Financial Advisory Services
Illinois
$126M -$658K -0.5% 115
NF
6829
NavPoint Financial
Minnesota
$126M +$2.34M +2% 49
BOM
6830
Bank of Marin
California
$126M +$2.27M +2% 129
MWA
6831
Merkkuri Wealth Advisors
New York
$126M -$291K -0.2% 86
GA
6832
Gordian Advisors
Arizona
$126M +$988K +0.8% 41
BRIA
6833
Balanced Rock Investment Advisors
Massachusetts
$126M -$1.18M -0.9% 98
1WM
6834
1858 Wealth Management
Ohio
$126M +$4.74M +4% 133
HA
6835
Helium Advisors
Washington
$126M 101
BAM
6836
Brickwood Asset Management
United Kingdom
$126M 4
DWM
6837
DecisionMap Wealth Management
Virginia
$126M 111
TPCM
6838
Templeton & Phillips Capital Management
Tennessee
$126M -$2.55M -2% 55
FFA
6839
Frazier Financial Advisors
Ohio
$126M -$2.64M -2% 914
CM
6840
Cigogne Management
Luxembourg
$126M 79
MCM
6841
Magnolia Capital Management
New York
$126M +$155K +0.1% 73
TFM
6842
Trademark Financial Management
Minnesota
$126M -$179K -0.1% 103
FIS
6843
Fischer Investment Strategies
California
$126M +$9.68M +8% 40
PWP
6844
Parkwoods Wealth Partners
New York
$126M +$4.16M +3% 34
PC
6845
Panoramic Capital
California
$126M 43
HCI
6846
Harraden Circle Investments
New York
$126M 105
BCWM
6847
Ball & Co Wealth Management
Tennessee
$126M 75
NA
6848
Nautilus Advisors
California
$126M 149
DWA
6849
Delos Wealth Advisors
Texas
$126M +$11.1M +10% 216
PWCM
6850
Processus Wealth & Capital Management
Tennessee
$125M +$4.1M +3% 36