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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
SL
3276
SWF LLC
Nebraska
$404M +$25.7M +7% 8.62% 81.7% 3 33.33%
MMG
3277
Monetary Management Group
Missouri
$404M +$40.6M +11% 13.8% 99.8% 377 15.92%
WC
3278
Westwind Capital
New Mexico
$404M +$27.9M +7% 3.31% 78.1% 45 24.44%
MIM
3279
Martin Investment Management
Florida
$404M +$6.98M +2% 7.74% 44.7% 56 12.5%
OHIS
3280
Oak Harvest Investment Services
Texas
$403M +$59.9M +17% 10.1% 112% 85 5.88%
SAS
3281
Sage Advisory Services
Texas
$403M +$18M +5% 4.59% 33.9% 69 36.23%
TC
3282
Tetrad Corporation
Nebraska
$402M +$21.8M +6% 6.1% 50.4% 3 0%
GJCM
3283
Grand Jean Capital Management
California
$402M +$6.33M +2% 9.88% 61.4% 53 13.21%
VAS
3284
Valicenti Advisory Services
New York
$402M +$33.3M +9% 8.18% 119% 87 13.79%
CFO
3285
CVA Family Office
Colorado
$402M +$263M +190% 7.25% 57.4% 933 63.99%
WLIM
3286
White Lighthouse Investment Management
Massachusetts
$401M +$28.6M +8% 6.49% 46.8% 118 5.93%
EGA
3287
E&G Advisors
Texas
$401M +$32.1M +9% 7.84% 92.3% 218 6.42%
HHGC
3288
Hunting Hill Global Capital
New York
$400M +$64.2M +19% 16% 132% 127 65.35%
LI
3289
Lafayette Investments
Maryland
$400M +$31.7M +9% 10.2% 63.2% 133 12.03%
WI
3290
WrapManager Inc
California
$400M +$17M +4% 5.43% 51.7% 338 19.53%
PAM
3291
Paradigm Asset Management
New York
$400M +$34.8M +10% 6.55% 51.6% 394 19.54%
HGWM
3292
Horst & Graben Wealth Management
Oregon
$400M +$36.9M +10% 6.03% 55.1% 142 11.27%
BBL
3293
Beck Bode LLC
Massachusetts
$400M +$41.1M +11% 13.2% 128% 107 39.25%
TGI
3294
TRV GP III
Massachusetts
$400M -$127M -24% 15.1% 170% 7 0%
MVM
3295
Medicxi Ventures Management
Jersey
$400M -$60.1M -13% 14.3% 788% 7 14.29%
WFPG
3296
Waller Financial Planning Group
Ohio
$399M +$22.9M +6% 4.24% 40.9% 56 7.14%
CFSG
3297
Community Financial Services Group
Vermont
$399M +$31.5M +9% 7.77% 108 6.48%
VIA
3298
Vantagepoint Investment Advisers
District of Columbia
$399M +$6.4M +2% 2.45% 17% 2 0%
HWM
3299
HFR Wealth Management
New York
$398M +$55M +16% 13.9% 48.5% 64 7.81%
BWP
3300
BSW Wealth Partners
Colorado
$398M +$40.5M +11% 8.49% 75.4% 276 16.3%