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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
QWM
3276
Quadcap Wealth Management
Texas
$440M +$53.1M +14% 10.4% 363 19.83%
NFT
3277
Nan Fung Trinity
Hong Kong
$440M -$42.9M -9% 1.44% 82.3% 31 32.26%
KLWA
3278
Kelly Lawrence W & Associates
California
$439M +$22.8M +5% 7% 58.9% 188 13.83%
PPC
3279
Park Presidio Capital
California
$439M +$21.5M +5% 17.8% 96.1% 10 10%
DCM
3280
DAFNA Capital Management
California
$439M +$21.9M +5% 32.6% 240% 86 27.91%
CFSG
3281
Community Financial Services Group
Vermont
$439M 8.98% 139
WI
3282
Wahed Invest
New York
$439M +$82.1M +23% 8.7% 95.1% 258 19.38%
GF
3283
Goodman Financial
Texas
$438M +$65.2M +17% 5.95% 52.5% 56 19.64%
UI
3284
Untitled Investments
New York
$438M +$147M +50% 17.2% 62.6% 21 38.1%
SGCM
3285
Sand Grove Capital Management
United Kingdom
$437M +$61M +16% 11.7% 411% 30 66.67%
WCWM
3286
Wooster Corthell Wealth Management
Connecticut
$437M +$21.7M +5% 5.7% 39.1% 50 2%
UCMOK
3287
United Capital Management of KS
Kansas
$437M +$106M +32% 31.5% 231% 85 16.47%
BWM
3288
Brickley Wealth Management
California
$436M +$21.7M +5% 5.58% 62.6% 45 4.44%
ARG
3289
Advisory Resource Group
Oklahoma
$436M +$34.7M +9% 8.97% 66.5% 165 13.33%
GFG
3290
Goldstone Financial Group
Illinois
$436M +$48.6M +13% 6.61% 42.9% 176 14.77%
RIG
3291
Renaissance Investment Group
Massachusetts
$436M +$33.7M +8% 10.1% 99.6% 87 8.05%
GDP
3292
Great Diamond Partners
Maine
$435M +$29.7M +7% 9.88% 78.6% 243 14.81%
LOM
3293
LTS One Management
New York
$435M +$7.48M +2% 9.06% 27.6% 22 54.55%
MRWM
3294
ML&R Wealth Management
Texas
$435M -$6.49M -1% 8.2% 76 11.84%
IF
3295
Ironwood Financial
Arizona
$435M +$22.2M +5% 5% 48.8% 153 5.88%
PPW
3296
Pasadena Private Wealth
California
$435M +$25M +6% 5.54% 44.9% 165 15.15%
CBA
3297
Coastal Bridge Advisors
Connecticut
$434M +$44.2M +11% 8.84% 67.4% 185 9.19%
AWC
3298
Abundance Wealth Counselors
Pennsylvania
$434M +$49.7M +13% 13.5% 94.7% 145 9.66%
EL
3299
Essex LLC
Illinois
$434M +$32.3M +8% 6.86% 89.1% 160 10.63%
TAM
3300
Tucker Asset Management
Colorado
$434M +$33.6M +8% 7.08% 54.4% 1,954 38.38%