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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
PCM
3601
Pinz Capital Management
New York
$332M -$45.8M -12% 13.2% 199% 621 90.5%
MMG
3602
Monetary Management Group
Missouri
$332M +$13.9M +4% 9.7% 138% 322 8.07%
AFM
3603
Andesa Financial Management
Pennsylvania
$332M +$24.8M +8% 5.95% 73.6% 157 13.38%
EWP
3604
Engrave Wealth Partners
Texas
$332M +$83.2M +33% 6.98% 39.9% 87 35.63%
BOS
3605
Bank of Stockton
California
$331M +$30.3M +10% 6.01% 92.3% 127 8.66%
XWM
3606
Xcel Wealth Management
Florida
$331M +$50.9M +18% 9.2% 93.7% 146 15.07%
Legacy Financial Group (Iowa)
3607
Legacy Financial Group (Iowa)
Iowa
$331M +$43.3M +15% 4.62% 44.3% 72 27.78%
ACJ
3608
Autonomy Capital (Jersey)
Jersey
$331M -$686M -67% 1.05% 33.4% 38 86.84%
SPIO
3609
Seven Post Investment Office
California
$331M +$44.9M +16% 10.8% 52.6% 49 14.29%
EPA
3610
Element Pointe Advisors
Florida
$331M +$32.7M +11% 8.02% 68.3% 138 27.54%
MHP
3611
Manatuck Hill Partners
Connecticut
$331M +$35.4M +12% 12.1% 556% 181 66.85%
BSWM
3612
Boston Standard Wealth Management
Massachusetts
$331M +$23.2M +8% 4.96% 42.9% 37 0%
CCT
3613
Capital City Trust
Florida
$330M +$15.6M +5% 6.57% 86.1% 126 10.32%
HCC
3614
Hill City Capital
Massachusetts
$330M +$88.9M +37% 5.32% 194% 19 15.79%
BWM
3615
BT Wealth Management
Georgia
$330M +$29.3M +10% 6.6% 34.8% 70 27.14%
BRM
3616
Boston Research & Management
Massachusetts
$330M +$19M +6% 5.71% 53.8% 108 2.78%
NIF
3617
Nalanda India Fund
Mauritius
$329M +$30.6M +10% 10.3% 15.3% 1 0%
ME
3618
McIlrath & Eck
Washington
$329M +$42.1M +15% 7.02% 44% 851 13.51%
B
3619
Bellecapital
Switzerland
$329M +$8.73M +3% 6.36% 128% 193 9.33%
LCM
3620
Liberty Capital Management
Michigan
$329M +$39.3M +14% 7.68% 127 3.94%
AI
3621
AXS Investments
New York
$328M +$46.9M +17% 11.3% 104% 183 28.42%
PGAM
3622
Princeton Global Asset Management
New Jersey
$328M +$19.1M +6% 6.04% 104% 577 16.46%
AW
3623
Avion Wealth
Texas
$328M +$42M +15% 4.32% 45.4% 421 20.19%
FC
3624
Fore Capital
New York
$328M -$210M -39% 2.72% 25.4% 85 57.65%
CCM
3625
Crossvault Capital Management
Texas
$328M +$47.4M +17% 9.45% 56.4% 86 9.3%