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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
AR
3601
Apeiron RIA
Texas
$493M +$48.3M +11% 2.73% 63.7% 225 14.67%
EGP
3602
Entrust Global Partners
New York
$493M -$6.65M -1% 3.62% 75.6% 6 33.33%
BB
3603
Berkshire Bank
Massachusetts
$493M +$28.4M +6% 2.84% 70% 171 10.53%
VFPW
3604
Vantage Financial Partners (Wisconsin)
Wisconsin
$493M +$17.8M +4% 1.95% 53.8% 224 8.93%
AFG
3605
ABLE Financial Group
Arizona
$492M +$30.9M +7% 1.64% 57.8% 223 13.9%
RFG
3606
REAP Financial Group
Texas
$492M +$32M +7% 2.79% 605 22.31%
HIC
3607
Holderness Investments Company
North Carolina
$492M +$1.72M +0.4% 3.27% 101% 262 6.87%
HCA
3608
Harbour Capital Advisors
Virginia
$491M +$2.47M +0.5% 5.73% 161% 309 21.36%
PHC
3609
Palidye Holdings (Caymans)
Cayman Islands
$491M +$286M +139% 5.67% 14 100%
GS
3610
Gagnon Securities
New York
$491M -$7.42M -1% 7.62% 89.9% 88 4.55%
RWM
3611
Rockline Wealth Management
New York
$491M +$7.44M +2% 0.69% 111 12.61%
CWA
3612
Clarity Wealth Advisors
California
$490M +$36.4M +8% 3.58% 85.1% 114 15.79%
MCM
3613
McRae Capital Management
New Jersey
$490M -$13.9M -3% 1.51% 59.2% 104 1.92%
PFA
3614
Professional Financial Advisors
Nebraska
$490M +$14.3M +3% 2% 52.8% 137 13.87%
AAM
3615
AR Asset Management
California
$490M +$15.1M +3% 3.27% 59.5% 116 5.17%
WC
3616
Westwind Capital
New Mexico
$489M +$10.7M +2% 1.53% 78.1% 50 40%
FWM
3617
Fonville Wealth Management
Virginia
$489M +$44.6M +10% 1.95% 131 6.11%
SW
3618
Solidarity Wealth
Utah
$489M +$24M +5% 4.19% 73.4% 89 21.35%
PCM
3619
Poehling Capital Management
Wisconsin
$489M +$13M +3% 3.52% 70.9% 145 8.97%
MWAM
3620
Manhattan West Asset Management
California
$489M +$15.2M +3% 2% 53.1% 148 10.14%
GFWA
3621
Grey Fox Wealth Advisors
Delaware
$489M -$2.01M -0.4% 1.42% 41.9% 656 79.73%
OCM
3622
Olstein Capital Management
New York
$488M -$42M -8% 3.65% 16.6% 105 5.71%
OCM
3623
Once Capital Management
New York
$487M +$36.5M +8% 10.9% 570% 30 30%
CBTWT
3624
Community Bank & Trust (Waco, Texas)
Texas
$487M +$2.43M +0.5% 3.7% 76.6% 158 8.86%
JRPIM
3625
Journey Retirement Planning & Investment Management
Idaho
$487M 2.16% 248