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
TBNY
7526
Trustco Bank (New York)
New York
$92.7M -$6.85M -7% 69
UFA
7527
Uptown Financial Advisors
Texas
$92.7M 65
GPWM
7528
Grant Private Wealth Management
California
$92.7M 111
TF
7529
Tandem Financial
Colorado
$92.7M 82
VFM
7530
Vision Financial Markets
Connecticut
$92.7M 232
CP
7531
Camelot Portfolios
Ohio
$92.7M -$8.87M -9% 148
PWM
7532
Palacios Wealth Management
Florida
$92.6M 63
KCM
7533
Kennondale Capital Management
Virginia
$92.6M 80
PFW
7534
Petros Family Wealth
Minnesota
$92.5M 129
PWP
7535
PrairieView Wealth Partners
Illinois
$92.5M +$16.1K +0% 21
SRHG
7536
Stone Ridge Holdings Group
New York
$92.5M 33
MSA
7537
Marathon Strategic Advisors
Pennsylvania
$92.4M -$2.2M -2% 39
LWA
7538
LifeGoal Wealth Advisors
New York
$92.2M 61
CWD
7539
Clarity Wealth Development
Oregon
$92.1M 46
BI
7540
BFI Infinity
Switzerland
$92M 44
CCA
7541
Cruiser Capital Advisors
Connecticut
$92M +$10.1M +12% 54
SWTS
7542
Stonehaven Wealth & Tax Solutions
Wisconsin
$91.9M 83
GIM
7543
Guild Investment Management
California
$91.9M +$941K +1% 51
USPCM
7544
Union Square Park Capital Management
New York
$91.8M +$17.8M +24% 37
VCWA
7545
Vanguard Capital Wealth Advisors
Colorado
$91.8M -$3.22M -3% 133
HFCII
7546
H&F Corporate Investors IX
California
$91.8M +$7.82M +9% 1
LSL
7547
Legacy Solutions LLC
Pennsylvania
$91.8M 69
GC
7548
GatePass Capital
Ohio
$91.7M 106
MGM
7549
Miura Global Management
New York
$91.7M +$4.58M +5% 30
NWA
7550
Navis Wealth Advisors
New York
$91.5M -$690K -0.7% 111