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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
CASC
3626
Coppell Advisory Solutions Corp
Texas
$305M +$9.74M +3% 4.17% 1,216 84.38%
ECM
3627
Engle Capital Management
Connecticut
$305M +$82.7M +37% 18.6% 398% 28 39.29%
ENV
3628
Exor N.V.
Netherlands
$305M +$166M +119% 12.6% 8.34% 1 0%
MM
3629
Meridian Management
Arkansas
$305M +$31.1M +11% 7.45% 57.8% 94 26.6%
CF
3630
Corrigan Financial
Rhode Island
$305M +$31.5M +12% 6.36% 9.54% 85 16.47%
BDF
3631
Black Diamond Financial
Maryland
$305M +$28M +10% 5.82% 61% 120 10%
MI
3632
M3F Inc
Utah
$304M -$22.5M -7% 14.3% 176% 45 26.67%
LCM
3633
Liberty Capital Management
Michigan
$304M +$15.6M +5% 7.59% 144 9.72%
FTA
3634
Financial & Tax Architects
Missouri
$304M +$10.8M +4% 2.54% 46.1% 88 21.59%
MWA
3635
MFA Wealth Advisors
Pennsylvania
$304M +$27.6M +10% 5.15% 64.7% 80 35%
GFG
3636
Goldstone Financial Group
Illinois
$303M 5.04% 54.9% 153
PCM
3637
Prime Capital Management
Hong Kong
$303M +$53.9M +22% 52.8% 579% 10 80%
AAA
3638
Affinity Asset Advisors
New York
$303M +$48M +19% 11.9% 1,487% 88 44.32%
AI
3639
AXS Investments
New York
$303M +$22.7M +8% 8.65% 104% 424 29.95%
CWM
3640
Concentric Wealth Management
California
$302M +$9.42M +3% 4.1% 33.4% 122 6.56%
AWP
3641
Abacus Wealth Partners
California
$302M +$21.2M +8% 4.17% 46% 98 26.53%
PA
3642
Parkside Advisors
California
$302M +$16.4M +6% 5.58% 36.7% 86 16.28%
MWM
3643
MinichMacGregor Wealth Management
New York
$302M +$25.1M +9% 5.6% 119% 705 87.94%
RF
3644
Rollins Financial
Georgia
$302M +$38.4M +15% 17.6% 135 24.44%
MWM
3645
Mattern Wealth Management
Kansas
$302M +$54.7M +22% 4.32% 54% 178 14.04%
FIBT
3646
First International Bank & Trust
North Dakota
$302M +$8.23M +3% 2.45% 38.6% 95 21.05%
BIC
3647
B&I Capital
Switzerland
$302M +$16.9M +6% 1.04% 30.5% 28 17.86%
PDIP
3648
Palo Duro Investment Partners
Illinois
$302M 14.5% 62.8% 8
PAMI
3649
Perseverance Asset Management International
Cayman Islands
$302M +$78.9M +35% 8.97% 120% 19 42.11%
SCP
3650
Steamboat Capital Partners
New York
$302M +$55.2M +22% 16.1% 280% 43 41.86%