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
MWM
7401
MY Wealth Management
Maryland
$100M +$1.56M +2% 27
PWP
7402
Phillips Wealth Planners
Mississippi
$100M -$4.26M -4% 201
D
7403
Drystone
Virginia
$100M 19
BAM
7404
BTS Asset Management
Massachusetts
$100M -$4.81M -5% 52
PBT
7405
Pictet Bank & Trust
Bahamas
$100M +$1.32M +1% 44
PAYA
7406
Phil A. Younker & Associates
Alaska
$100M 28
USWIA
7407
UP Strategic Wealth Investment Advisors
Pennsylvania
$100M +$10.7M +12% 88
HWA
7408
HMV Wealth Advisors
Louisiana
$99.9M 78
ACM
7409
Agincourt Capital Management
Virginia
$99.9M -$2.46M -2% 3
GCM
7410
GeoSphere Capital Management
Florida
$99.7M -$20.8M -17% 54
LA
7411
LWM Advisors
California
$99.6M 25
AA
7412
ArborFi Advisors
Michigan
$99.6M 45
IVP
7413
Intrinsic Value Partners
Arizona
$99.6M -$363K -0.4% 62
GBFP
7414
Golden Bell Financial Planning
Georgia
$99.5M 34
ACP
7415
Acuta Capital Partners
California
$99.4M -$24.1M -19% 49
SCVTA
7416
Santa Clara Valley Transportation Authority
California
$99.4M -$5.05M -5% 4
FAI
7417
Fiduciary Advisors Inc
Missouri
$99.4M 99
KSB
7418
Kennebec Savings Bank
Maine
$99.3M -$1.8M -2% 280
BIS
7419
BG Investment Services
Guam
$99.3M 29
CWIG
7420
Chung Wu Investment Group
Texas
$99.3M 77
DFC
7421
DBK Financial Counsel
Ohio
$99.3M +$296K +0.3% 51
STA
7422
Shade Tree Advisors
New York
$99.2M 16
MFC
7423
Miramar Fiduciary Corp
Nevada
$99.1M -$19M -16% 5
NFP
7424
NorthLanding Financial Partners
New York
$99.1M -$2.01M -2% 36
CWM
7425
ClientFirst Wealth Management
Arkansas
$98.9M 47