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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
PGWM
3926
Parisi Gray Wealth Management
New Jersey
$440M +$56.2M +15% 2.63% 120% 138 12.32%
BRM
3927
Boston Research & Management
Massachusetts
$440M -$17.6M -4% 2.68% 53.7% 125 7.2%
MAV
3928
Mason & Associates (Virginia)
Virginia
$440M +$41.6M +10% 1% 43 13.95%
APA
3929
Astoria Portfolio Advisors
New York
$440M +$58.8M +15% 2.76% 75.4% 336 34.23%
WCM
3930
Whitener Capital Management
North Carolina
$439M +$21.7M +5% 5.1% 98.5% 172 5.81%
IWM
3931
Integris Wealth Management
California
$439M +$28.4M +7% 2.27% 56.1% 127 10.24%
MG
3932
MSOP GP
California
$439M 24.8% 3
CSNH
3933
Crow's Nest Holdings
Virginia
$439M -$40.9M -9% 3.32% 103% 10 20%
WCM
3934
WealthBridge Capital Management
Ohio
$439M +$12.8M +3% 2.84% 82.1% 221 9.05%
SC
3935
Sagil Capital
United Kingdom
$439M +$77.1M +21% 20.1% 104% 28 60.71%
TLA
3936
Tree Line Advisors
Hong Kong
$439M -$109M -20% 17.5% 670% 6 0%
LEFP
3937
Leading Edge Financial Planning
Tennessee
$439M +$40.4M +10% 2% 44.4% 69 13.04%
SGA
3938
Sector Gamma AS
Norway
$439M +$35.4M +9% 14.3% 35.3% 44 25%
MCM
3939
Millstreet Capital Management
Massachusetts
$439M +$63.9M +17% 16.2% 3 33.33%
B
3940
BetterWealth
California
$439M +$18.5M +4% 3.04% 55.7% 73 9.59%
SWM
3941
Scissortail Wealth Management
Oklahoma
$439M -$20.2M -4% 1.41% 65% 119 12.61%
PAS
3942
PKS Advisory Services
New York
$438M -$40.2M -8% 2.43% 266 12.03%
MLIC
3943
Mandatum Life Insurance Company
Finland
$438M +$19.3M +5% 5.13% 95.9% 87 18.39%
FMTC
3944
Farmers & Merchants Trust Company
California
$438M -$35.4M -7% 2.18% 68.8% 213 16.43%
SCA
3945
Stokes Capital Advisors
South Carolina
$438M +$8.04M +2% 0.1% 54.5% 80 15%
SAM
3946
Standpoint Asset Management
Arizona
$438M -$4.72M -1% 2.49% 63.2% 8 0%
PWM
3947
Prentice Wealth Management
New York
$438M +$32M +8% 1.54% 44.2% 117 6.84%
SI
3948
Schusterman Interests
Oklahoma
$437M -$661K -0.2% 0.64% 344% 9 33.33%
QAM
3949
Q3 Asset Management
Michigan
$437M +$145M +50% 2.96% 96.2% 87 65.52%
TWP
3950
Tempus Wealth Planning
California
$436M +$740K +0.2% 2.07% 89.9% 296 13.85%