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
TCTWM
6901
Three Cord True Wealth Management
Pennsylvania
$117M +$1.01M +0.9% 28
MCM
6902
Magnolia Capital Management
New York
$117M -$9.33M -7% 76
JWM
6903
JDH Wealth Management
California
$117M +$2.51M +2% 49
LAMNM
6904
Longview Asset Management (New Mexico)
New Mexico
$117M +$1.81M +2% 57
LFA
6905
Longview Financial Advisors
Alabama
$117M -$10.4M -8% 45
SA
6906
Seneschal Advisors
Washington
$116M -$3.12M -3% 37
LIA
6907
LSP Investment Advisors
New York
$116M -$26.9M -19% 24
AC
6908
Anson Capital
Georgia
$116M +$1.53M +1% 78
HLA
6909
Hamilton Lane Advisors
Pennsylvania
$116M +$13M +13% 22
SRCM
6910
Signature Resources Capital Management
California
$116M +$4.24M +4% 386
AFM
6911
Aspetuck Financial Management
Connecticut
$116M -$12.1M -9% 201
IAG
6912
Ipsen Advisor Group
Arkansas
$116M -$839K -0.7% 95
TCM
6913
Tao Capital Management
California
$116M -$27.2M -19% 10
DC
6914
Dahring Cusmano
Michigan
$116M +$5.86M +5% 62
WCFP
6915
White & Co Financial Planning
Washington
$116M -$1.85M -2% 19
WCM
6916
WealthTrak Capital Management
Virginia
$116M -$2.22M -2% 1,129
BCM
6917
Berbice Capital Management
New York
$116M -$8.73M -7% 184
FFA
6918
Fortune Financial Advisors
Kansas
$116M +$5.95M +5% 97
SH
6919
SeaTown Holdings
Singapore
$116M -$29.9M -20% 19
LF
6920
Lighthouse Financial
Florida
$116M -$7.27M -6% 75
NWM
6921
Nova Wealth Management
Florida
$116M +$402K +0.3% 587
SFG
6922
Shum Financial Group
California
$116M -$207K -0.2% 90
NWM
6923
Navigoe Wealth Management
California
$115M +$13.1M +13% 187
SWMG
6924
Stillwater Wealth Management Group
Florida
$115M +$4.11M +4% 73
XI
6925
XXEC Inc
Oklahoma
$115M -$5.15M -4% 22