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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
VW
2976
Vantage Wealth
California
$312M +$33.8M +12% 10.3% 56.1% 36 22.22%
CFFP
2977
Center for Financial Planning
Michigan
$311M +$24.7M +9% 7.69% 57.5% 482 8.92%
WCWM
2978
Wooster Corthell Wealth Management
Connecticut
$311M +$20M +7% 6.05% 39.1% 50 18%
SG
2979
StoneX Group
New York
$311M +$47M +18% 8.86% 67.5% 347 20.17%
BI
2980
Bulldog Investors
New Jersey
$310M +$86.1M +38% 8.81% 20.9% 190 49.47%
TCM
2981
Tao Capital Management
California
$310M +$57.2M +23% 51.8% 356% 7 42.86%
IBT
2982
International Biotechnology Trust
United Kingdom
$310M +$8.93M +3% 2.7% 11.1% 58 17.24%
FAG
2983
Financial Advisory Group
Texas
$310M +$18.6M +6% 7.35% 20.6% 76 11.84%
NI
2984
Natural Investments
California
$310M -$12.9M -4% 3.71% 3 66.67%
FC
2985
Ferris Capital
Massachusetts
$309M +$26.1M +9% 8.53% 67% 178 12.36%
ATI
2986
Act Two Investors
California
$309M +$41.5M +16% 9.5% 52.9% 35 25.71%
HWCM
2987
Hudson Way Capital Management
Texas
$309M +$22.7M +8% 6.79% 57.5% 21 33.33%
SC
2988
Soundwatch Capital
Connecticut
$309M +$142M +85% 9.71% 59.2% 26 19.23%
MWA
2989
Martel Wealth Advisors
Washington
$308M +$19.7M +7% 5.07% 39.7% 42 7.14%
NCM
2990
Northside Capital Management
Oregon
$308M +$18.4M +6% 5.94% 94.8% 103 21.36%
CM
2991
Cartica Management
District of Columbia
$308M +$55.7M +22% 13.3% 92.9% 7 14.29%
DCM
2992
DAFNA Capital Management
California
$308M -$38.9M -11% 6.5% 240% 98 28.57%
CAM
2993
Centre Asset Management
New York
$307M +$63.2M +26% 6.99% 45.3% 65 21.54%
PFGIA
2994
Patriot Financial Group Insurance Agency
Massachusetts
$307M +$46M +18% 7.3% 87% 1,938 10.68%
FCT
2995
Family Capital Trust
Massachusetts
$307M +$26.3M +9% 10.5% 32.7% 53 1.89%
PCR
2996
Potrero Capital Research
California
$306M +$92.1M +43% 20.7% 137% 67 49.25%
HT
2997
Hefren-Tillotson
Pennsylvania
$305M +$63.3M +26% 5.16% 40% 12 0%
RC
2998
Rinet Company
Massachusetts
$305M +$19.1M +7% 7.44% 33.1% 28 3.57%
HI
2999
Human Investing
Oregon
$305M +$21.6M +8% 6.34% 52% 341 16.72%
BAM
3000
Bruderman Asset Management
New York
$305M +$2.59M +0.9% 6.53% 31.7% 95 7.37%