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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
FA
3901
Fermata Advisors
California
$495M +$50.4M +11% 9.22% 49.3% 279 18.28%
CC
3902
Carlson Capital
Texas
$494M +$177M +56% 2.65% 67.9% 102 56.86%
CSPIA
3903
Cary Street Partners Investment Advisory
Virginia
$494M +$103M +26% 15.4% 84.1% 787 16.14%
MJFG
3904
Mars Jewett Financial Group
Washington
$494M +$178M +57% 13.2% 47 23.4%
MIC
3905
Maxi Investments CY
Cyprus
$494M +$36.4M +8% 35.6% 67.1% 125 76%
MCM
3906
Marathon Capital Management
Maryland
$494M +$48.7M +11% 19.4% 70.9% 198 19.19%
AAM
3907
Augustine Asset Management
Florida
$494M +$49.8M +11% 19.1% 344% 123 10.57%
BMC
3908
Benin Management Corp
Connecticut
$494M +$49M +11% 14.8% 76.3% 157 10.19%
S
3909
Siemens
Germany
$494M +$222M +82% 63.3% 16.8% 2 50%
DA
3910
Dash Acquisitions
California
$494M +$13.4M +3% 4.39% 52% 76 15.79%
SMC
3911
Spider Management Company
Virginia
$493M +$143M +41% 17.4% 8 50%
HWP
3912
Highline Wealth Partners
California
$493M +$101M +26% 12.2% 82.9% 1,508 20.36%
FC
3913
Fulcrum Capital
Washington
$493M +$32.3M +7% 19.3% 83.4% 109 12.84%
PAMS
3914
Pinpoint Asset Management (Singapore)
$493M +$60.3M +14% 27.3% 203 52.22%
UWP
3915
Uniting Wealth Partners
Kansas
$492M +$22.8M +5% 12.7% 224 16.07%
FNBTCON
3916
First National Bank & Trust Co of Newtown
Pennsylvania
$492M +$28.2M +6% 10.2% 55.7% 162 16.05%
CPWM
3917
Cypress Point Wealth Management
Texas
$492M +$27.3M +6% 8.38% 226% 165 39.39%
MWM
3918
Marion Wealth Management
Pennsylvania
$491M +$40.2M +9% 8.14% 46% 167 17.37%
BHWM
3919
Bellars Harris Wealth Management
Virginia
$491M 19% 96
MCB
3920
Morton Community Bank
Illinois
$491M +$30.8M +7% 9.21% 123 8.94%
BWM
3921
Bulltick Wealth Management
Florida
$490M +$37.6M +8% 9.75% 58.2% 158 28.48%
FFG
3922
Fortem Financial Group
California
$490M +$91.8M +23% 32.4% 179% 194 13.92%
SWG
3923
Summit Wealth Group
Vermont
$490M +$54.5M +13% 14.4% 53% 134 9.7%
TCCM
3924
Timber Creek Capital Management
Massachusetts
$490M +$77.4M +19% 37.5% 139% 85 14.12%
WWM
3925
Waterway Wealth Management
Texas
$490M +$37.5M +8% 9.63% 106 24.53%