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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
IWP
2576
IAG Wealth Partners
Wisconsin
$833M +$76.8M +10% 5.84% 41.4% 538 12.64%
PCM
2577
Prime Capital Management
Hong Kong
$832M +$627M +305% 23% 401% 6 50%
RFA
2578
RTD Financial Advisors
Pennsylvania
$832M +$50.5M +6% 6.04% 46.4% 109 2.75%
MSIIA
2579
Morgan Stanley Institutional Investment Advisors
Colorado
$832M +$23.5M +3% 5.34% 3 0%
GRA
2580
Goehring & Rozencwajg Associates
New York
$831M +$177M +27% 26.8% 213% 42 2.38%
PP
2581
Passaic Partners
New Jersey
$831M +$3.8M +0.5% 6.76% 43.3% 11 9.09%
DBG
2582
De Burlo Group
Massachusetts
$830M +$70.8M +9% 5.94% 98.1% 84 11.9%
CFP
2583
Catalyst Financial Partners
Massachusetts
$829M -$87M -9% 9.91% 98.6% 327 11.01%
VH
2584
V3 Holding
New York
$829M +$363M +78% 163% 1 0%
EPAM
2585
Euro Pacific Asset Management
Puerto Rico
$829M +$209M +34% 33.7% 137% 91 9.89%
PAMG
2586
Patton Albertson Miller Group
Tennessee
$828M +$68.6M +9% 10.2% 109% 225 13.33%
Q
2587
QVR
California
$827M -$152M -16% 24.1% 151 74.83%
VFM
2588
Viking Fund Management
North Dakota
$827M +$99.4M +14% 8.23% 104% 155 16.77%
CB
2589
Community Bank
New York
$827M +$66.4M +9% 8.76% 58.7% 510 26.86%
CPBTD
2590
Central Pacific Bank - Trust Division
Hawaii
$827M +$42.1M +5% 8.08% 863 6.72%
CWP
2591
Curated Wealth Partners
California
$827M -$26.1M -3% 2.06% 45.4% 172 16.28%
LG
2592
LaFleur & Godfrey
Michigan
$825M +$23.9M +3% 8.1% 85.2% 149 6.71%
MFG
2593
MidWestOne Financial Group
Iowa
$823M +$53.3M +7% 7.19% 62.7% 310 7.1%
GA
2594
Goldstein Advisors
Wisconsin
$823M +$78.5M +11% 7.49% 55.1% 213 14.55%
GP
2595
Greenline Partners
New York
$823M +$80.8M +11% 8.75% 63.4% 151 9.93%
SF
2596
Symphony Financial
Texas
$822M +$58.5M +8% 8.73% 71.2% 291 18.9%
DCM
2597
Disciplina Capital Management
Tennessee
$822M +$30.3M +4% 4.13% 23.9% 65 7.69%
OQS
2598
Occudo Quantitative Strategies
Florida
$821M -$69.4M -8% 5.79% 67.4% 924 64.83%
CICI
2599
Capital Investment Counsel Inc
North Carolina
$821M +$68.7M +9% 12.6% 153% 259 29.34%
1WA
2600
180 Wealth Advisors
Washington
$821M +$104M +14% 13.9% 136% 469 12.37%