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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
MF
3976
Montis Financial
Massachusetts
$340M +$16.3M +5% 0.66% 44% 149 12.75%
CPI
3977
Crestview Partners III
New York
$340M -$20.7M -6% 5.2% 5.73% 3 0%
MIC
3978
Meridian Investment Counsel
California
$340M +$4.65M +1% 0.31% 103% 219 6.39%
HCM
3979
Horiko Capital Management
New York
$340M -$6.64M -2% 3.12% 158% 22 4.55%
MPW
3980
Monterey Private Wealth
California
$339M +$36.2M +12% 1.06% 29.8% 150 14%
FWM
3981
Fonville Wealth Management
Virginia
$339M +$36.6M +12% 0.64% 124 17.74%
CLC
3982
Charles-Lim Capital
Hong Kong
$339M -$59.9M -15% 9.55% 21.5% 8 37.5%
NG
3983
NatWest Group
United Kingdom
$339M +$1.32M +0.4% 1.32% 186% 37 18.92%
AC
3984
Aristides Capital
Kentucky
$339M -$149M -31% 4.4% 110% 358 54.47%
AFWM
3985
AMJ Financial Wealth Management
Virginia
$339M -$22.8M -6% 0.97% 150% 106 41.51%
MWC
3986
MBM Wealth Consultants
Missouri
$338M +$2.53M +0.8% 1.57% 52.6% 108 6.48%
UFA
3987
US Financial Advisors
Massachusetts
$338M +$13.2M +4% 1.22% 12.6% 97 8.25%
WWG
3988
West Wealth Group
California
$338M +$3.16M +0.9% 2.73% 56.6% 105 20%
HFBOT
3989
Home Federal Bank of Tennessee
Tennessee
$338M +$120K +0% 0.79% 65.2% 82 1.22%
NAMM
3990
NorthStar Asset Management (Massachusetts)
Massachusetts
$338M -$42.8M -11% 3.96% 66.3% 62 12.9%
OPA
3991
Old Port Advisors
Maine
$338M -$9.95M -3% 1.72% 106% 241 12.03%
AFA
3992
AllGen Financial Advisors
Florida
$338M +$40M +13% 1.09% 39.7% 44 29.55%
HIP
3993
Harrell Investment Partners
Texas
$337M -$20.7M -6% 3.74% 105% 101 15.84%
MLFP
3994
MPS Loria Financial Planners
Illinois
$337M -$639K -0.2% 3.53% 66.9% 83 7.23%
AA
3995
Ancient Art
Texas
$337M -$133M -28% 3.56% 157% 15 26.67%
MC
3996
Machina Capital
France
$337M +$99.6M +42% 1.46% 26.2% 397 63.98%
HPM
3997
Helix Partners Management
New York
$337M -$234M -41% 18.8% 19 36.84%
SCP
3998
Siena Capital Partners
Illinois
$337M -$25.7M -7% 2.74% 35.8% 108 9.26%
KCP
3999
Kera Capital Partners
California
$336M -$10.9M -3% 5.08% 227 48.02%
NI
4000
NFC Investments
Tennessee
$336M -$26M -7% 0.76% 38 7.89%