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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
MWP
3551
Moller Wealth Partners
$226M +$19.1M +9% 5.62% 41.4% 49 6.12%
IC
3552
Inscription Capital
Texas
$226M +$43.9M +24% 6.44% 156 17.31%
WSC
3553
Wellington Shields & Co
New York
$226M +$161M +248% 8.69% 109% 235 85.53%
NI
3554
NYL Investors
New York
$226M -$5.96M -3% 3.91% 12.7% 27 3.7%
HCM
3555
Harvey Capital Management
Florida
$225M +$24M +12% 11.9% 147% 81 13.58%
KI
3556
Kapitalo Investimentos
Brazil
$225M +$31.1M +16% 16.5% 64% 30 66.67%
SRC
3557
Stone Run Capital
New York
$225M +$15.2M +7% 7.95% 77.8% 60 5%
MCIA
3558
Mountain Capital Investment Advisors
Colorado
$225M +$112M +99% 4.29% 63.3% 61 52.46%
NME
3559
Notis-McConarty Edward
$225M +$12.1M +6% 8.05% 91.2% 102 3.92%
BCM
3560
Birmingham Capital Management
Alabama
$225M +$7.72M +4% 6.25% 103% 101 3.96%
LFG
3561
LifePlan Financial Group
Ohio
$225M +$12.3M +6% 4.87% 20.2% 589 7.81%
PWA
3562
Physician Wealth Advisors
Utah
$225M +$20M +10% 7.59% 71.3% 120 10.83%
SWRP
3563
Summit Wealth & Retirement Planning
California
$225M +$59.1M +36% 6.22% 67.6% 130 13.85%
WCG
3564
Wall Capital Group
Arizona
$225M +$13.6M +6% 7.07% 24 8.33%
ODIJL
3565
One Day In July LLC
Vermont
$224M +$31M +16% 3.33% 43.1% 35 0%
SNB
3566
Security National Bank
Nebraska
$224M +$12.4M +6% 11.4% 113% 76 9.21%
TAS
3567
TIFF Advisory Services
Pennsylvania
$224M +$93.3M +71% 7.47% 85.9% 17 82.35%
PC
3568
Peavine Capital
Nevada
$224M -$6.01M -3% 4.56% 27.7% 15 13.33%
PCI
3569
Pacifica Capital Investments
Texas
$224M +$16M +8% 4.55% 70.4% 21 9.52%
AWMG
3570
Alliance Wealth Management Group
New Jersey
$224M +$16.2M +8% 4.39% 60 10%
KFP
3571
Keystone Financial Planning
Ohio
$224M +$14.6M +7% 5.58% 34.1% 46 2.17%
BSWM
3572
Boston Standard Wealth Management
Massachusetts
$224M +$16.5M +8% 5.38% 42.9% 31 6.45%
EFM
3573
Ennismore Fund Management
United Kingdom
$224M 7.26% 11
SC
3574
Soundwatch Capital
Connecticut
$224M 8.6% 68.6% 13
GII
3575
Gryphon International Investment
Ontario, Canada
$224M +$71.5M +47% 0% 5.67% 21 4.76%