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
LAS
7026
Legacy Advisory Services
Pennsylvania
$133M +$6.45M +5% 51
CPA
7027
Cathy Pareto & Associates
Florida
$133M +$11.5M +10% 93
BC
7028
Birchview Capital
Vermont
$132M +$31.8M +32% 79
MWM
7029
MFG Wealth Management
Indiana
$132M +$13.7M +12% 69
FC
7030
Farley Capital
New York
$132M +$10.3M +8% 18
KOMWMG
7031
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$132M +$6.11M +5% 90
NC
7032
Nightview Capital
Texas
$132M +$18.7M +17% 13
TCM
7033
Tao Capital Management
California
$132M -$4.17M -3% 10
TC
7034
Travelers Companies
Minnesota
$132M +$12.7M +11% 2
CWMS
7035
Cannon Wealth Management Services
North Carolina
$132M +$9.74M +8% 86
KCAM
7036
Kagan Cocozza Asset Management
New Jersey
$132M +$1.65M +1% 62
FDC
7037
Flight Deck Capital
California
$132M +$37.6M +40% 17
OWM
7038
Orca Wealth Management
Florida
$132M +$13.3M +11% 70
OFG
7039
Opulen Financial Group
Virginia
$132M +$10M +8% 108
CP
7040
Clayton Partners
California
$132M +$12.8M +11% 41
WF
7041
Womack Financial
Texas
$132M +$11.7M +10% 68
LFS
7042
Leibman Financial Services
Nebraska
$132M +$1.61M +1% 53
WSA
7043
Warm Springs Advisors
California
$132M +$15.2M +13% 50
FB
7044
Finward Bancorp
Indiana
$132M +$5M +4% 109
CMU
7045
Carnegie Mellon University
Pennsylvania
$132M -$23M -15% 5
IVMX
7046
Institutional Venture Management XV
California
$131M -$111M -46% 4
PWM
7047
PMG Wealth Management
Illinois
$131M +$10.1M +8% 55
GCM
7048
GeoSphere Capital Management
Florida
$131M +$32.8M +33% 55
TCM
7049
TT Capital Management
California
$131M +$7.55M +6% 77
PBRA
7050
Pine Brook Road Advisors
New York
$131M -$1.02M -0.8% 2