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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
P8IP
3126
Pier 88 Investment Partners
California
$401M -$2.34M -0.6% 0.87% 36.1% 103 13.59%
CWC
3127
Carolinas Wealth Consulting
North Carolina
$401M -$103M -20% 3.02% 24.6% 1,143 18.55%
GFG
3128
Greystone Financial Group
Michigan
$401M -$30.7M -7% 2.9% 64.8% 124 30.65%
PWS
3129
Private Wealth Strategies
Ohio
$401M -$15.3M -4% 2.8% 18.8% 81 17.28%
PCM
3130
Pinnbrook Capital Management
New York
$401M +$119M +42% 7.97% 913% 66 71.21%
MFS
3131
McNamara Financial Services
Massachusetts
$401M -$15.8M -4% 3.75% 42.6% 67 8.96%
MWA
3132
Meridian Wealth Advisors
Texas
$400M -$13.2M -3% 1.99% 79.9% 190 10%
RDWM
3133
Red Door Wealth Management
Tennessee
$400M -$51M -11% 2.6% 100% 236 31.36%
CA
3134
Claro Advisors
Massachusetts
$400M -$2.49M -0.6% 3.73% 85.5% 400 14.25%
WSC
3135
Wellington Shields & Co
New York
$400M -$25.4M -6% 6.1% 109% 305 9.51%
NOCM
3136
Night Owl Capital Management
Connecticut
$399M +$12.6M +3% 3.23% 162% 25 4%
RWG
3137
Ratio Wealth Group
Colorado
$399M -$5.09M -1% 3.3% 72 9.72%
RCP
3138
RIT Capital Partners
United Kingdom
$399M +$41.3M +12% 3.72% 71.4% 14 21.43%
GS
3139
Gagnon Securities
New York
$399M -$81.9M -17% 9.94% 129% 104 13.46%
TP
3140
Thunderbird Partners
United Kingdom
$399M +$74M +23% 10.9% 38% 12 16.67%
VW
3141
Vantage Wealth
California
$399M +$9.73M +2% 3.35% 56.1% 40 12.5%
B
3142
Bellecapital
Switzerland
$399M -$14.6M -4% 1.9% 128% 166 8.43%
CA
3143
Crane Advisory
California
$399M +$50.4M +14% 2.19% 34.7% 33 21.21%
WFA
3144
West Financial Advisors
Iowa
$399M -$7.78M -2% 3.84% 45.1% 212 13.68%
SIC
3145
SJS Investment Consulting
Ohio
$398M +$128K +0% 2.93% 63.8% 1,668 6.77%
CT
3146
Chicago Trust
Illinois
$398M -$18.9M -5% 2.21% 85.9% 316 15.51%
KNW
3147
Kesler Norman & Wride
Utah
$398M -$14.5M -4% 3.89% 76% 165 7.88%
SFPM
3148
Sensible Financial Planning & Management
Massachusetts
$398M -$28.2M -7% 3.57% 24.5% 32 12.5%
MCM
3149
Marathon Capital Management
Maryland
$397M -$7.72M -2% 1.14% 70.9% 170 15.88%
POEH
3150
Post Oak Energy Holdings
Texas
$397M +$97.2M +32% 33.3% 64.6% 4 0%