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
LRI
7451
Linden Rose Investment
Texas
$120M 7
UA
7452
URS Advisory
Florida
$120M 44
ARA
7453
Alexander Randolph Advisory
Virginia
$120M -$1M -0.8% 56
OP
7454
Orvieto Partners
Massachusetts
$120M +$2.28M +2% 46
VWM
7455
Vigil Wealth Management
Florida
$120M 77
FJWM
7456
Ferguson Johnson Wealth Management
Maryland
$120M 35
DWA
7457
Davis Wealth Advisors
New Hampshire
$120M 69
GBFP
7458
Golden Bell Financial Planning
Georgia
$120M +$5.05M +4% 36
SB
7459
Semitam Bonam
New York
$120M +$8.27M +7% 48
AWM
7460
Alterna Wealth Management
Texas
$120M -$1.52M -1% 113
VCWM
7461
Vista Cima Wealth Management
Arizona
$120M -$71.8K -0.1% 79
GSM
7462
Global Strategic Management
Puerto Rico
$120M 27
CBCM
7463
Cook & Bynum Capital Management
Alabama
$120M -$5.53M -4% 6
WIM
7464
Wiregrass Investment Management
Georgia
$120M 98
PWM
7465
Peak Wealth Management
New Hampshire
$120M 51
CH
7466
CDKV Holdings
Colorado
$120M 277
MH
7467
Mishpacha Holdings
$120M 11
BCM
7468
Bretton Capital Management
California
$119M +$865K +0.7% 19
PCM
7469
Potomac Capital Management
New York
$119M 67
CCC
7470
Chesapeake Capital Corp
Florida
$119M +$8.07M +7% 180
DWA
7471
Delta Wealth Advisors
Indiana
$119M -$8.34M -7% 52
RHIG
7472
R.H. Investment Group
Arizona
$119M +$4.22M +4% 34
MCI
7473
MRP Capital Investments
Georgia
$119M +$2.87M +2% 226
BAWC
7474
Boyce & Associates Wealth Consulting
Texas
$119M -$2.89M -2% 78
CHWM
7475
Cauble & Harre Wealth Management
Missouri
$119M 70