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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
MTC
2901
Matrix Trust Company
Colorado
$593M +$17.4M +3% 0.74% 46.8% 301 31.89%
MG
2902
Magnolia Group
Nebraska
$590M +$6.96M +1% 2.7% 9.52% 11 27.27%
MWA
2903
Meridian Wealth Advisors
Texas
$589M -$17.2M -3% 2.05% 79.9% 181 9.39%
TCMNY
2904
Thrive Capital Management (New York)
New York
$589M +$4.17M +0.7% 0.99% 205% 4 0%
MCO
2905
MAK Capital One
New York
$589M -$64.8M -10% 6.4% 200% 12 33.33%
MSWMA
2906
Market Street Wealth Management Advisors
Indiana
$589M -$7.05M -1% 0.07% 39.6% 99 4.04%
LWA
2907
Lineweaver Wealth Advisors
Ohio
$587M +$46.1M +9% 0.69% 61.4% 148 13.51%
1SAMC
2908
12th Street Asset Management Company
Tennessee
$587M -$19.8M -3% 0.17% 106% 32 12.5%
MI
2909
MMCAP International
Cayman Islands
$587M -$78.1M -12% 7.53% 184% 169 40.24%
PCMH
2910
Polymer Capital Management (HK)
Hong Kong
$587M +$9.98M +2% 8.28% 209 56.46%
BFO
2911
Biltmore Family Office
North Carolina
$587M -$8.79M -1% 3.08% 78.1% 280 9.64%
SIC
2912
SJS Investment Consulting
Ohio
$586M +$7.27M +1% 2.09% 63.8% 1,696 11.14%
CBT
2913
Crews Bank & Trust
Florida
$586M -$7.11M -1% 1.84% 622 4.18%
EA
2914
Enclave Advisors
Texas
$586M -$21.8M -4% 2.15% 123 8.94%
GWA
2915
Geometric Wealth Advisors
District of Columbia
$585M +$35.4M +6% 0.22% 62.1% 73 9.59%
CFS
2916
CRA Financial Services
New Jersey
$584M +$1.65M +0.3% 3.73% 78.9% 280 7.86%
WCP
2917
Waterfront Capital Partners
New York
$584M +$39.5M +7% 3.14% 88.3% 50 68%
CCM
2918
Cohen Capital Management
California
$584M -$15.5M -3% 0.29% 83.9% 155 5.81%
UOTTAIMCU
2919
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$583M -$263M -31% 1.53% 68.3% 220 50.45%
ERIC
2920
Eagle Rock Investment Company
Georgia
$583M -$19M -3% 0.07% 115% 166 12.65%
CFS
2921
Cannon Financial Strategists
Georgia
$583M -$763K -0.1% 1.18% 52.4% 98 4.08%
BIG
2922
Brookwood Investment Group
Arizona
$582M 3.02% 425
MAA
2923
Mraz Amerine & Associates
California
$582M +$20.6M +4% 3.89% 69.8% 176 9.09%
MB
2924
MPM BioImpact
Massachusetts
$582M -$123M -17% 10.7% 550% 53 30.19%
PWA
2925
Physician Wealth Advisors
Utah
$581M -$10.9M -2% 2.18% 71.3% 1,536 31.77%