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
TWPM
7326
Total Wealth Planning & Management
Florida
$97.4M -$4.35M -4% 201
SG
7327
StepStone Group
California
$97.4M -$17M -15% 19
LAII
7328
LM Asset (IM) Inc
British Columbia, Canada
$97.4M -$8.62M -8% 11
TWA
7329
Talisman Wealth Advisors
New Jersey
$97.4M +$3.1M +3% 110
YF
7330
Yu Fan
$97.3M +$44.1M +83% 9
LA
7331
LWM Advisors
California
$97.3M -$2.36M -2% 28
SWM
7332
Shepherd Wealth Management
Ohio
$97.3M -$4.44M -4% 52
VCIM
7333
Velan Capital Investment Management
Georgia
$97.2M -$18.7M -16% 55
PCP
7334
Panoramic Capital Partners
Oregon
$97M -$16.8M -15% 69
FDC
7335
Flight Deck Capital
California
$96.9M +$6.96M +8% 16
SC
7336
Scratch Capital
Idaho
$96.9M +$15M +18% 36
UFA
7337
Uptown Financial Advisors
Texas
$96.8M +$4.05M +4% 70
BPW
7338
Bingham Private Wealth
California
$96.7M +$2.76M +3% 155
AL4A
7339
Accel Leaders 4 Associates
California
$96.7M -$30.2M -24% 1
SHF
7340
Safe Harbor Fiduciary
Florida
$96.7M -$1.43M -1% 235
WAM
7341
Wernau Asset Management
Massachusetts
$96.7M -$6.66M -6% 47
WA
7342
Wilmar Advisors
Florida
$96.6M -$11.5M -11% 16
RWM
7343
Rolek Wealth Management
Pennsylvania
$96.6M -$31M -24% 14
QEI
7344
QSV Equity Investors
Illinois
$96.6M -$7.4M -7% 95
PAG
7345
Poinciana Advisors Group
Florida
$96.5M -$2.12M -2% 129
WSFG
7346
Wall Street Financial Group
Illinois
$96.5M -$5.87M -6% 43
FCC
7347
Florin Court Capital
United Kingdom
$96.4M +$89.5K +0.1% 32
CF
7348
Conquis Financial
California
$96.3M -$1.35M -1% 199
LWM
7349
Lionshead Wealth Management
New York
$96.3M -$42.1M -30% 121
LCM
7350
Lattice Capital Management
Washington
$96.2M -$23M -19% 29