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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
B
3126
Bellecapital
Switzerland
$506M -$59.8M -11% 3.93% 128% 162 22.84%
BHPW
3127
Beverly Hills Private Wealth
California
$506M +$10.6M +2% 1.22% 71.6% 352 9.38%
FRGX
3128
First Reserve GP XIII
Connecticut
$505M +$48.3M +11% 4.61% 29.1% 2 50%
SGA
3129
Strategic Global Advisors
California
$505M -$41.8M -8% 2.85% 110% 152 21.71%
GSEP
3130
Golden State Equity Partners
California
$505M -$18.1M -3% 1.58% 477 19.29%
DSC
3131
Duncker Streett & Co
Missouri
$505M -$33.9M -6% 1.6% 90.9% 541 9.06%
MP
3132
Moment Partners
California
$505M -$20.2M -4% 3.05% 119 11.76%
GSWM
3133
Greenup Street Wealth Management
Michigan
$505M +$1.11M +0.2% 0.7% 65.6% 118 37.29%
AIP
3134
Almanack Investment Partners
Pennsylvania
$505M -$144M -22% 2.48% 77.8% 204 35.29%
ACA
3135
Affinity Capital Advisors
California
$504M -$27.1M -5% 2.32% 62% 160 10%
HP
3136
Hound Partners
New York
$504M +$244M +94% 15.8% 2.99% 22 36.36%
TWP
3137
TFO Wealth Partners
Ohio
$504M +$294M +139% 0.46% 52.9% 39 74.36%
SFWA
3138
Summit Financial Wealth Advisors
Louisiana
$504M -$7.26M -1% 1.15% 61.5% 158 9.49%
JHCP
3139
Jackson Hole Capital Partners
Oklahoma
$504M +$8.74M +2% 1.04% 71.4% 287 7.32%
LIM
3140
Lathrop Investment Management
Arkansas
$504M -$20.8M -4% 0.48% 65.5% 88 7.95%
SFS
3141
Security Financial Services
Indiana
$504M +$12.6M +3% 1.35% 60.7% 178 11.24%
PGAM
3142
Princeton Global Asset Management
New Jersey
$504M -$31.1M -6% 2% 104% 673 13.97%
NCM
3143
Noesis Capital Mangement
Florida
$503M -$21.2M -4% 3.85% 86.8% 131 19.08%
BCM
3144
Brasada Capital Management
Texas
$503M -$69.8M -12% 0.6% 63.5% 156 33.33%
IIC
3145
Integrated Investment Consultants
Michigan
$502M +$17.3M +4% 1.85% 59.1% 339 16.81%
NWM
3146
Northwest Wealth Management
Iowa
$502M +$30.3M +6% 0.47% 63.4% 192 15.1%
LWM
3147
LJI Wealth Management
Indiana
$502M -$5.61M -1% 4.12% 51.8% 189 7.94%
MWA
3148
Martel Wealth Advisors
Washington
$502M -$10.1M -2% 1.1% 39.7% 72 6.94%
MIC
3149
Maxi Investments CY
Cyprus
$502M -$16.5M -3% 8.93% 24.6% 178 57.3%
ACM
3150
Armbruster Capital Management
New York
$501M +$9.24M +2% 1.17% 64.3% 135 7.41%