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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
BIA
2626
Biondo Investment Advisors
Pennsylvania
$705M -$21.1M -3% 2.36% 83.4% 90 5.56%
MFG
2627
MidWestOne Financial Group
Iowa
$704M -$7.93M -1% 0.29% 62.7% 302 13.91%
MFWP
2628
Mosaic Family Wealth Partners
Missouri
$704M +$10.4M +2% 2.19% 67.5% 223 8.07%
RC
2629
RDST Capital
Washington
$703M -$1.63M -0.2% 9.66% 43% 23 43.48%
HAS
2630
HBW Advisory Services
California
$703M -$271M -28% 2.1% 62.1% 429 22.38%
RCP
2631
RIT Capital Partners
United Kingdom
$703M -$154M -18% 2.36% 71.4% 25 44%
BVDMP
2632
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$703M -$98.5M -12% 7.8% 146% 41 4.88%
PIP
2633
Permian Investment Partners
Texas
$703M +$60.1M +9% 3.06% 78.6% 16 56.25%
OGM
2634
OnyxPoint Global Management
New York
$703M +$440M +167% 2.59% 162% 33 36.36%
SA
2635
Scarborough Advisors
Maryland
$702M -$5.46M -0.8% 1.45% 58.4% 124 16.13%
ACM
2636
AH Capital Management
California
$701M -$44.4M -6% 2.29% 13 7.69%
SHJ
2637
Sharkey, Howes & Javer
Colorado
$699M -$12.8M -2% 1.1% 54.6% 158 13.92%
WIC
2638
Wilkins Investment Counsel
Massachusetts
$698M +$6.45M +0.9% 3.78% 56.2% 134 11.19%
CMF
2639
Counterpoint Mutual Funds
California
$698M -$103M -13% 1.22% 66.2% 438 73.74%
BFC
2640
Bedel Financial Consulting
Indiana
$698M -$22.2M -3% 2.27% 104% 275 8%
OBWG
2641
Onyx Bridge Wealth Group
New York
$697M +$2.74M +0.4% 2.4% 67.4% 311 14.47%
CCA
2642
Canyon Capital Advisors
Texas
$696M -$82.8M -11% 10.3% 78% 14 14.29%
LWL
2643
Leo Wealth LLC
Texas
$696M -$420M -38% 0.02% 377 33.95%
PWA
2644
Provenance Wealth Advisors
Florida
$695M -$78.6M -10% 3.18% 55.9% 586 13.31%
PWAM
2645
Private Wealth Asset Management
Iowa
$695M 0.79% 1,180
PSCM
2646
Per Stirling Capital Management
Texas
$695M -$9.45M -1% 0.99% 63.1% 278 15.47%
PMWMG
2647
Parr McKnight Wealth Management Group
Minnesota
$695M -$2.47M -0.4% 0.79% 247 15.38%
UM
2648
Ulysses Management
New York
$695M +$70.3M +11% 5.85% 51.8% 63 44.44%
WAM
2649
Wallington Asset Management
Indiana
$694M +$2.52M +0.4% 2.55% 108% 95 3.16%
VCM
2650
Vision Capital Management
Oregon
$694M +$13.3M +2% 1.87% 67.4% 144 15.28%