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
BIA
7501
Baer Investment Advisory
California
$92.8M 24
TBNY
7502
Trustco Bank (New York)
New York
$92.7M -$6.85M -7% 69
UFA
7503
Uptown Financial Advisors
Texas
$92.7M 65
GPWM
7504
Grant Private Wealth Management
California
$92.7M 111
TF
7505
Tandem Financial
Colorado
$92.7M 82
VFM
7506
Vision Financial Markets
Connecticut
$92.7M 232
CP
7507
Camelot Portfolios
Ohio
$92.7M -$8.87M -9% 148
PWM
7508
Palacios Wealth Management
Florida
$92.6M 63
KCM
7509
Kennondale Capital Management
Virginia
$92.6M 80
PFW
7510
Petros Family Wealth
Minnesota
$92.5M 129
PWP
7511
PrairieView Wealth Partners
Illinois
$92.5M +$16.1K +0% 21
SRHG
7512
Stone Ridge Holdings Group
New York
$92.5M 33
MSA
7513
Marathon Strategic Advisors
Pennsylvania
$92.4M -$2.2M -2% 39
LWA
7514
LifeGoal Wealth Advisors
New York
$92.2M 61
CWD
7515
Clarity Wealth Development
Oregon
$92.1M 46
BI
7516
BFI Infinity
Switzerland
$92M 44
CCA
7517
Cruiser Capital Advisors
Connecticut
$92M +$10.1M +12% 54
SWTS
7518
Stonehaven Wealth & Tax Solutions
Wisconsin
$91.9M 83
GIM
7519
Guild Investment Management
California
$91.9M +$941K +1% 51
USPCM
7520
Union Square Park Capital Management
New York
$91.8M +$17.8M +24% 37
VCWA
7521
Vanguard Capital Wealth Advisors
Colorado
$91.8M -$3.22M -3% 133
HFCII
7522
H&F Corporate Investors IX
California
$91.8M +$7.82M +9% 1
LSL
7523
Legacy Solutions LLC
Pennsylvania
$91.8M 69
GC
7524
GatePass Capital
Ohio
$91.7M 106
MGM
7525
Miura Global Management
New York
$91.7M +$4.58M +5% 30