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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
PIM
3301
Parker Investment Management
California
$306M -$127M -29% 5.22% 173% 30 23.33%
UF
3302
Univest Financial
Pennsylvania
$306M -$895K -0.3% 6.34% 60.6% 109 16.51%
OWA
3303
One Wealth Advisors
California
$306M -$67.9M -18% 4.65% 54.5% 221 34.84%
WCP
3304
Welch Capital Partners
New York
$305M -$20M -6% 4.71% 66.3% 35 11.43%
NIC
3305
Northwest Investment Counselors
Oregon
$305M -$20.8M -6% 6.31% 32.4% 589 18.34%
HFA
3306
High Falls Advisors
New York
$305M -$16.7M -5% 5.81% 56.9% 119 17.65%
MWA
3307
Monograph Wealth Advisors
California
$305M -$39.6M -11% 6.27% 59.7% 84 25%
ISWM
3308
Independent Solutions Wealth Management
New York
$305M -$15.9M -5% 4.4% 111% 227 13.22%
PA
3309
Perennial Advisors
New York
$305M -$16.4M -5% 4.9% 90 4.44%
NQWM
3310
Northwest Quadrant Wealth Management
Oregon
$305M -$17.8M -6% 5.17% 36.7% 59 8.47%
TNA
3311
True North Advisors
Texas
$305M -$16.2M -5% 2.6% 86.9% 205 14.15%
BWM
3312
Brickley Wealth Management
California
$305M -$18.5M -6% 5.44% 62.6% 45 20%
FC
3313
Finepoint Capital
Massachusetts
$304M +$14.8M +5% 16.5% 24.8% 64 15.63%
ACM
3314
Axar Capital Management
New York
$304M -$559K -0.2% 0.29% 680% 2 50%
MDCM
3315
Morgan Dempsey Capital Management
Wisconsin
$304M -$24.8M -8% 9.55% 40.8% 180 48.33%
EL
3316
Essex LLC
Illinois
$304M -$19M -6% 3.39% 89.1% 156 8.33%
GMA
3317
Goldstein Munger & Associates
California
$303M -$28.7M -9% 6.79% 11.9% 34 8.82%
MMG
3318
Monetary Management Group
Missouri
$303M -$15.6M -5% 4.98% 99.8% 361 11.36%
BA
3319
Bellwether Advisors
Nebraska
$303M -$7.79M -3% 3.93% 85% 550 22.18%
GC
3320
GFG Capital
Florida
$302M -$25.9M -8% 6.5% 128% 142 11.27%
ARG
3321
Advisory Resource Group
Oklahoma
$302M -$3.26M -1% 3.69% 66.5% 150 22.67%
FWP
3322
Falcon Wealth Planning
California
$302M +$7.71M +3% 5.33% 52.7% 89 11.24%
PAM
3323
Pinpoint Asset Management
Hong Kong
$302M +$50.2M +20% 9.2% 185% 41 39.02%
IF
3324
Ironwood Financial
Arizona
$302M -$9.71M -3% 3.48% 48.8% 120 6.67%
CAWM
3325
Capital Advisors Wealth Management
Washington
$301M -$6.53M -2% 4.56% 63.8% 125 14.4%