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
LWA
7326
LifeGoal Wealth Advisors
New York
$105M +$12.6M +14% 74
PIC
7327
Platt Investment Counsel
Florida
$105M +$3.88M +4% 10
1L
7328
10Elms LLP
Oklahoma
$105M +$5.57M +6% 542
BPW
7329
Bingham Private Wealth
California
$105M +$8.17M +8% 164
CIA
7330
Caerus Investment Advisors
Texas
$105M +$1.18M +1% 33
HWM
7331
Hobbs Wealth Management
Indiana
$105M +$14.6M +16% 58
YMRC
7332
Yorktown Management & Research Company
Virginia
$105M +$12.8M +14% 245
CG
7333
Curat Global
New Hampshire
$105M +$22.7M +28% 308
HAP
7334
Harbor Asset Planning
Massachusetts
$105M 412
GAA
7335
Green Alpha Advisors
Colorado
$105M +$11.1M +12% 112
CCM
7336
Candelo Capital Management
New York
$104M +$140K +0.1% 40
YG
7337
York GP
Cayman Islands
$104M -$18.8M -15% 4
LSL
7338
Legacy Solutions LLC
Pennsylvania
$104M +$13.6M +15% 80
MWM
7339
MY Wealth Management
Maryland
$104M +$1.01M +1% 32
WPWM
7340
Western Pacific Wealth Management
Illinois
$104M -$6.32M -6% 216
WCBA
7341
Weaver C. Barksdale & Associates
Tennessee
$104M +$40.1K +0% 63
LGG
7342
Luts & Greenleigh Group
Maryland
$104M +$3.66M +4% 80
SWC
7343
Square Wave Capital
New York
$104M +$10.8M +12% 8
MMRF
7344
Michelson Medical Research Foundation
California
$104M -$15.3M -13% 27
WA
7345
Wilmar Advisors
Florida
$104M +$7.61M +8% 20
CWMGP
7346
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$104M -$71M -41% 76
SCP
7347
Searchlight Capital Partners
New York
$104M +$8.18M +9% 3
CP
7348
Clarendon Private
Massachusetts
$104M +$9.35M +10% 110
EFMH
7349
E Fund Management (HK)
Hong Kong
$104M -$7.54M -7% 177
LA
7350
LWM Advisors
California
$104M +$6.7M +7% 29