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
BPW
7376
BLVD Private Wealth
Kentucky
$106M 73
VFM
7377
Vision Financial Markets
Connecticut
$106M +$14.2M +15% 458
NI
7378
NCP Inc
California
$106M +$32M +43% 133
SA
7379
swisspartners Advisors
Switzerland
$106M +$11.1M +12% 26
SWM
7380
Stonebridge Wealth Management
Illinois
$106M 33
KIA
7381
Kraematon Investment Advisors
Massachusetts
$106M +$7.72M +8% 94
SH
7382
Svenska Handelsbanken
Sweden
$106M +$5.52M +5% 11
EHMS
7383
Empower Harvest Management Services
Cayman Islands
$106M -$8.61M -8% 1
OFO
7384
OneAscent Family Office
Alabama
$106M -$1.72M -2% 145
MFG
7385
Mendota Financial Group
Wisconsin
$106M +$13.6M +15% 119
OPWM
7386
Oregon Pacific Wealth Management
Oregon
$106M +$5.58M +6% 133
MDA
7387
Minot DeBlois Advisors
Massachusetts
$106M +$5.23M +5% 259
SCVTA
7388
Santa Clara Valley Transportation Authority
California
$105M +$4.35M +4% 4
LWA
7389
LifeGoal Wealth Advisors
New York
$105M +$12.6M +14% 74
PIC
7390
Platt Investment Counsel
Florida
$105M +$3.88M +4% 10
1L
7391
10Elms LLP
Oklahoma
$105M +$5.57M +6% 542
BPW
7392
Bingham Private Wealth
California
$105M +$8.17M +8% 164
CIA
7393
Caerus Investment Advisors
Texas
$105M +$1.18M +1% 33
HWM
7394
Hobbs Wealth Management
Indiana
$105M +$14.6M +16% 58
YMRC
7395
Yorktown Management & Research Company
Virginia
$105M +$12.8M +14% 245
CG
7396
Curat Global
New Hampshire
$105M +$22.7M +28% 308
HAP
7397
Harbor Asset Planning
Massachusetts
$105M 412
GAA
7398
Green Alpha Advisors
Colorado
$105M +$11.1M +12% 112
CCM
7399
Candelo Capital Management
New York
$104M +$140K +0.1% 40
YG
7400
York GP
Cayman Islands
$104M -$18.8M -15% 4