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
ARA
7226
Alexander Randolph Advisory
Virginia
$121M +$9.7M +9% 53
VAM
7227
Virtue Asset Management
Illinois
$121M 95
AFA
7228
Allium Financial Advisors
Oregon
$121M +$6.07M +5% 94
II
7229
Ibex Investors
Colorado
$121M +$23M +24% 16
TWA
7230
Talisman Wealth Advisors
New Jersey
$121M +$11.2M +10% 118
DFP
7231
Defined Financial Planning
California
$121M +$7.99M +7% 76
AAA
7232
AG Asset Advisory
California
$121M +$5.47M +5% 26
PI
7233
Point72 Italy
Italy
$120M -$82.5M -41% 39
PWP
7234
Phillips Wealth Planners
Mississippi
$120M +$10.1M +9% 215
LG
7235
Lane Generational
Massachusetts
$120M +$13.2M +12% 35
LWA
7236
LifeGoal Wealth Advisors
New York
$120M +$15.1M +14% 74
BCM
7237
Barden Capital Management
Texas
$120M +$6.18M +5% 62
KCM
7238
Kempner Capital Management
Texas
$120M -$66.6M -36% 50
CWIG
7239
Chung Wu Investment Group
Texas
$120M +$24.1M +25% 292
XC
7240
XY Capital
Hong Kong
$120M -$25M -17% 100
VCWM
7241
Vista Cima Wealth Management
Arizona
$120M +$13M +12% 78
NI
7242
NDVR Inc
Massachusetts
$120M +$13.3M +12% 120
CM
7243
CM Management
Florida
$120M +$10.1M +9% 79
NFP
7244
NorthLanding Financial Partners
New York
$120M +$6.85M +6% 44
HA
7245
Helium Advisors
Washington
$120M -$38.4M -24% 107
ACM
7246
Aryeh Capital Management
Ontario, Canada
$120M -$8.17M -6% 13
ABG
7247
Ally Bridge Group
New York
$119M +$5.08M +4% 33
PFW
7248
Petros Family Wealth
Minnesota
$119M +$9.97M +9% 150
TCP
7249
TSG Consumer Partners
California
$119M -$41.2M -26% 1
SCVTA
7250
Santa Clara Valley Transportation Authority
California
$119M +$13.8M +13% 4