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
PWP
7401
PrairieView Wealth Partners
Illinois
$106M +$10.1M +10% 29
CSIA
7402
Carl Stuart Investment Advisor
Texas
$106M -$89M -46% 19
ANBOT
7403
American National Bank of Texas
Texas
$106M 58
WDOM
7404
Wasserstein Debt Opportunities Management
New York
$106M +$14.5M +16% 1
STCOSD
7405
Sageworth Trust Company of South Dakota
South Dakota
$106M +$13.8M +15% 53
KP
7406
Kitching Partners
Pennsylvania
$106M +$7.31M +7% 43
SPW
7407
Surience Private Wealth
Washington
$106M -$828K -0.8% 44
CF
7408
Conquis Financial
California
$106M +$2.59M +3% 62
FWWM
7409
Fiscal Wisdom Wealth Management
Connecticut
$106M 82
BW
7410
BXM Wealth
Colorado
$106M +$21.4M +25% 139
AA
7411
Armor Advisors
New York
$106M +$4.86M +5% 17
2WWM
7412
21 West Wealth Management
California
$105M +$6.28M +6% 59
SGFG
7413
Silver Grove Financial Group
New York
$105M 113
RQS
7414
Ramsey Quantitative Systems
Kentucky
$105M +$4.58M +5% 12
WWA
7415
Wisconsin Wealth Advisors
Wisconsin
$105M +$18M +21% 88
HCA
7416
Harpswell Capital Advisors
Maine
$105M 35
PFA
7417
Providence Financial Advisors
Kansas
$105M 49
BG
7418
BRX Global
New York
$105M -$13.7M -12% 3
BGI
7419
B Group Inc
Texas
$105M -$11.2M -10% 20
LCM
7420
Lattice Capital Management
Washington
$104M +$13.5M +15% 24
1M
7421
13D Management
New York
$104M -$5.31M -5% 24
BM
7422
Brandywine Managers
Delaware
$104M +$3.62M +4% 39
RHCA
7423
Rosenthal Henry Capital Advisors
Indiana
$104M +$4.86M +5% 41
WCBA
7424
Weaver C. Barksdale & Associates
Tennessee
$104M -$356K -0.3% 63
FA
7425
Forefront Analytics
Pennsylvania
$104M +$14.3M +16% 45