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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
TC
3401
Triata Capital
Hong Kong
$442M +$201M +83% 24.4% 13 15.38%
SCP
3402
Shorepoint Capital Partners
Massachusetts
$442M +$4.59M +1% 0.68% 105 8.57%
PEGL
3403
P/E Global LLC
Massachusetts
$442M -$2.51M -0.6% 1.12% 40.8% 5 20%
WCCM
3404
Webs Creek Capital Management
Texas
$442M +$27M +7% 0.74% 152% 21 52.38%
BMWS
3405
Brady Martz Wealth Solutions
North Dakota
$442M +$27.2M +7% 0.51% 144 6.25%
NWA
3406
New World Advisors
Massachusetts
$442M +$26.8M +6% 0.29% 95.9% 83 15.66%
CMAI
3407
Capital Management Associates Inc
Minnesota
$442M +$175M +65% 2.36% 140 33.57%
VIA
3408
Vickerman Investment Advisors
Washington
$441M +$73.5M +20% 0.65% 36.7% 85 22.35%
LRWA
3409
Long Run Wealth Advisors
New York
$441M +$23.7M +6% 0.34% 50.5% 109 16.51%
PCTC
3410
Perkins Coie Trust Company
Washington
$441M -$13.5M -3% 2.53% 70.8% 493 47.26%
BA
3411
BCM Advisors
Louisiana
$441M -$6.81M -2% 4.06% 59.3% 70 1.43%
MW
3412
Maia Wealth
Colorado
$441M -$23.7M -5% 1.7% 363 30.03%
AAM
3413
AR Asset Management
California
$440M -$1.06M -0.2% 0.93% 59.5% 115 5.22%
JWM
3414
JFG Wealth Management
Colorado
$440M +$3.7M +0.8% 1.6% 65.2% 99 21.21%
RWML
3415
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$439M +$9.7M +2% 0.06% 35.8% 1,124 4.98%
WPA
3416
West Paces Advisors
Georgia
$439M +$29.3M +7% 1.26% 53.2% 588 9.52%
CA
3417
Calton & Associates
Florida
$438M +$212M +94% 1.6% 55.3% 350 47.71%
TAM
3418
TFG Asset Management
Cayman Islands
$438M +$46.7M +12% 0.68% 54.9% 33 27.27%
CIM
3419
CIM Investment Management
Pennsylvania
$438M +$96.2M +28% 4.44% 88.6% 252 5.95%
DL
3420
DOHJ LLC
Washington
$438M +$4.97M +1% 1.43% 51.5% 157 19.11%
MVM
3421
Medicxi Ventures Management
Jersey
$438M -$91.4M -17% 17% 788% 5 0%
DFG
3422
Delta Financial Group
New Jersey
$438M +$10.5M +2% 2.97% 267 9.36%
AFFA
3423
ALM First Financial Advisors
Texas
$438M +$14.4M +3% 0.14% 43.5% 28 21.43%
NHT
3424
New Hampshire Trust
New Hampshire
$437M -$37.4M -8% 2.85% 75.9% 179 5.03%
MKA
3425
M. Kulyk & Associates
Georgia
$437M -$24.9M -5% 1.94% 52.3% 110 12.73%