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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
RCG
3476
Regatta Capital Group
California
$380M +$65.1M +21% 11.5% 69.1% 177 11.86%
DWM
3477
Dechtman Wealth Management
Colorado
$380M +$42.6M +13% 11.7% 57 10.53%
EWM
3478
EPG Wealth Management
Georgia
$380M +$48.6M +15% 11.4% 96% 452 13.05%
AP
3479
Agilis Partners
Massachusetts
$380M +$102M +37% 10.9% 8.47% 29 34.48%
CCM
3480
Callodine Capital Management
Massachusetts
$380M +$21M +6% 7.94% 53.8% 48 31.25%
AAM
3481
Austin Asset Management
Texas
$380M +$37M +11% 10.3% 85.2% 64 14.06%
ZEP
3482
Zeno Equity Partners
United Kingdom
$380M 13.3% 16
NAMP
3483
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$379M +$32.1M +9% 11.9% 73.1% 147 4.08%
HMCP
3484
Hook Mill Capital Partners
New York
$379M +$122M +48% 24.1% 149% 48 43.75%
NI
3485
Noked Israel
Israel
$379M +$49.5M +15% 18.2% 265% 38 44.74%
NA
3486
Nordwand Advisors
Pennsylvania
$379M -$126M -25% 3.81% 93% 153 21.57%
BSWM
3487
Boston Standard Wealth Management
Massachusetts
$379M $0 0% 8.22% 42.9% 43 0%
HA
3488
Harfst & Associates
Wyoming
$379M +$22.5M +6% 11.4% 82.5% 92 5.43%
CFGSD
3489
Compass Financial Group (South Dakota)
South Dakota
$379M +$44.4M +13% 10.2% 62.9% 96 7.29%
FMTC
3490
Farmers & Merchants Trust Company
California
$379M +$39.7M +12% 9.36% 68.8% 186 8.6%
AMCI
3491
Al Mehwar Commercial Investments
United Arab Emirates
$378M 2.9% 1
TA
3492
TRB Advisors
New York
$378M +$228M +152% 14.9% 64% 6 33.33%
TCOTS
3493
Trust Company of the South
North Carolina
$378M 13.5% 115
MMPW
3494
Mitchell McLeod Pugh & Williams
Alabama
$378M +$38.3M +11% 11% 90.7% 266 10.15%
BB
3495
Berkshire Bank
Massachusetts
$378M +$30.4M +9% 9.63% 69.7% 140 5%
PAM
3496
Paradigm Asset Management
New York
$378M +$24.8M +7% 7.84% 73.8% 567 10.05%
WFA
3497
WestHill Financial Advisors
California
$377M +$34.6M +10% 10.2% 55.9% 122 43.44%
5VM
3498
5AM Venture Management
California
$377M +$29.4M +8% 12.1% 546% 28 17.86%
GWA
3499
Geometric Wealth Advisors
District of Columbia
$377M +$56.1M +17% 10.2% 62.1% 45 22.22%
CTEF
3500
Capital Today Evergreen Fund
Cayman Islands
$377M +$61.4M +19% 45.8% 23.7% 3 33.33%