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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
3626
Moller Wealth Partners
$375M +$5.7M +2% 0.73% 41.4% 66 24.24%
PT
3627
Plimoth Trust
Massachusetts
$375M -$530K -0.1% 3.51% 94% 158 1.9%
HAM
3628
Harber Asset Management
North Carolina
$375M -$36M -9% 3.9% 30% 43 30.23%
SAM
3629
SignalPoint Asset Management
Missouri
$374M +$10.6M +3% 2.84% 36% 269 12.64%
TNA
3630
True North Advisors
Texas
$374M +$12M +3% 5.78% 86.9% 216 17.59%
SAM
3631
Shikiar Asset Management
New York
$374M +$31.4M +9% 6.73% 97.8% 75 10.67%
TPC
3632
Tiger Pacific Capital
New York
$374M -$56.7M -13% 2.5% 69.6% 17 47.06%
RWM
3633
Rezny Wealth Management
Florida
$374M +$28.2M +8% 5.07% 91.9% 33 45.45%
FPB
3634
First PREMIER Bank
South Dakota
$374M -$4.32M -1% 1.36% 54.4% 515 24.66%
WPP
3635
Whalerock Point Partners
Rhode Island
$374M +$7.08M +2% 7.15% 92.1% 179 11.73%
RSS
3636
Rosenblum Silverman Sutton
California
$373M +$20.3M +6% 8.57% 95.4% 76 3.95%
RCMC
3637
RK Capital Management (Colorado)
Colorado
$373M -$122M -25% 4.54% 89% 51 41.18%
MP
3638
McDonald Partners
Ohio
$373M +$9.68M +3% 1.61% 90.7% 244 4.51%
FTA
3639
Financial & Tax Architects
Missouri
$373M +$9.56M +3% 0.04% 46.1% 93 20.43%
CFM
3640
Catalyst Funds Management
Australia
$373M +$14.7M +4% 7.61% 1,707 69.19%
HM
3641
HCEP Management
Hong Kong
$373M -$159M -30% 4.33% 104% 18 61.11%
SDWIA
3642
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$373M +$15.2M +4% 2.98% 67.8% 152 6.58%
RA
3643
RR Advisors
Texas
$373M -$4.45M -1% 6.9% 113% 25 16%
VAS
3644
Valicenti Advisory Services
New York
$372M +$13.5M +4% 5.3% 119% 88 21.59%
WFPG
3645
Waller Financial Planning Group
Ohio
$372M -$3.12M -0.8% 1.15% 40.9% 72 15.28%
HW
3646
Hamilton Wealth
California
$372M +$51.7M +16% 6.71% 101% 126 40.48%
RS
3647
Retirement Solution
Washington
$372M +$3.08M +0.8% 1.54% 52.9% 41 12.2%
RFG
3648
REAP Financial Group
Texas
$372M +$7.33M +2% 2.53% 611 15.22%
BWP
3649
Bernardo Wealth Planning
Pennsylvania
$372M +$12.2M +3% 2.31% 50.7% 109 7.34%
AC
3650
Arjuna Capital
North Carolina
$372M +$19M +5% 6.42% 74.9% 113 22.12%