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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
AA
3926
Ancient Art
Texas
$489M +$30.8M +7% 10.1% 168% 18 22.22%
AEPWM
3927
Atlantic Edge Private Wealth Management
Florida
$489M +$82.2M +20% 20.3% 650 12.31%
MF
3928
Montis Financial
Massachusetts
$489M +$5.58M +1% 8.22% 46% 160 11.25%
LIM
3929
Longfellow Investment Management
Massachusetts
$489M +$9.3M +2% 0.25% 45.9% 273 21.61%
CFO
3930
Collective Family Office
Pennsylvania
$489M +$44.8M +10% 9.34% 50.1% 164 6.71%
DF
3931
Dunhill Financial
United Kingdom
$489M +$64.6M +15% 10.6% 58.6% 1,917 18.73%
RMS
3932
Retirement Management Systems
Maryland
$488M +$73.6M +18% 12% 57 14.04%
RAM
3933
Rempart Asset Management
Canada
$488M +$12.4M +3% 6.62% 58.8% 36 0%
VBA
3934
von Borstel & Associates
Oregon
$488M +$50.7M +12% 9.57% 45 8.89%
WCG
3935
Weaver Consulting Group
California
$488M +$68.2M +16% 10.1% 50.5% 308 14.29%
OKSA
3936
O'Keefe Stevens Advisory
New York
$488M +$82.9M +20% 20.5% 216% 84 13.1%
IMA
3937
Investment Management Associates
Colorado
$487M +$67.6M +16% 7.31% 51.6% 36 30.56%
LPC
3938
Lineage Point Capital
Florida
$487M +$78M +19% 3.12% 394 37.06%
ECA
3939
Endeavour Capital Advisors
Connecticut
$487M +$46.2M +10% 14% 105% 39 15.38%
PGWM
3940
Parisi Gray Wealth Management
New Jersey
$487M +$67.4M +16% 23% 120% 158 15.19%
WAS
3941
Wealth Advisory Solutions
Indiana
$487M +$38.3M +9% 11.4% 55.5% 160 17.5%
MMG
3942
Monetary Management Group
Missouri
$487M +$68M +16% 31.5% 138% 346 7.51%
LSWM
3943
Lorne Steinberg Wealth Management
Canada
$487M +$64.5M +15% 15% 73.4% 75 13.33%
HCM
3944
Harvey Capital Management
Florida
$486M +$47.5M +11% 15.8% 147% 100 20%
VV
3945
Vodafone Ventures
United Kingdom
$486M +$32.8M +7% 7.23% 1 0%
GF
3946
Genworth Financial
Virginia
$486M +$58.4M +14% 13.7% 64% 2 0%
BCP
3947
Berkeley Capital Partners
Georgia
$486M +$54.6M +13% 13% 62.8% 216 20.83%
VPW
3948
Vaquero Private Wealth
Texas
$486M 17.5% 194
FWSM
3949
First Wilshire Securities Management
California
$486M +$41.8M +9% 14.4% 135% 88 10.23%
WFPG
3950
Waller Financial Planning Group
Ohio
$486M +$32.5M +7% 10.7% 40.9% 82 14.63%