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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
WG
3976
Watchman Group
Texas
$384M +$26.7M +7% 7.47% 52.9% 85 15.29%
IWM
3977
Integris Wealth Management
California
$383M +$32.8M +9% 8.44% 56.1% 119 15.97%
MIA
3978
Milestone Investment Advisors
Wisconsin
$383M +$23.1M +6% 7.61% 52.8% 129 6.2%
HNB
3979
Hilltop National Bank
Wyoming
$383M 11.1% 795
WFI
3980
West Family Investments
California
$383M +$118M +44% 11.5% 116% 379 31.13%
FI
3981
Firetrail Investments
Australia
$383M +$39.7M +12% 14.6% 28 17.86%
DC
3982
DeDora Capital
California
$383M +$36.1M +10% 10.8% 81.7% 120 10%
BMC
3983
Benin Management Corp
Connecticut
$383M +$31.7M +9% 10.2% 76.3% 134 7.46%
DBIA
3984
Dumont & Blake Investment Advisors
New Jersey
$383M +$26.2M +7% 9.23% 78.3% 213 5.63%
PTP
3985
Platform Technology Partners
New York
$383M +$39.5M +12% 8.9% 267 14.98%
PA
3986
Paragon Advisors
Texas
$383M +$118M +45% 18.3% 109% 93 21.51%
FPTW
3987
Franklin, Parlapiano, Turner & Welch
Texas
$383M +$12.2M +3% 3.65% 41.6% 52 5.77%
LSWM
3988
Lorne Steinberg Wealth Management
Canada
$383M +$39.8M +12% 11.5% 73.4% 71 2.82%
HCM
3989
Horiko Capital Management
New York
$383M +$43.2M +13% 17.6% 275% 22 0%
AWM
3990
Aries Wealth Management
Maine
$383M +$14.4M +4% 8.93% 75% 234 10.68%
SCA
3991
St. Clair Advisors
Ohio
$382M +$25.3M +7% 8.38% 64% 82 3.66%
HCP
3992
Hiddenite Capital Partners
New York
$382M +$94.4M +33% 26.4% 523% 48 68.75%
BI
3993
Ballast Inc
Kentucky
$382M +$28.5M +8% 5.28% 66% 131 6.87%
MC
3994
McCarthy & Cox
Ohio
$382M +$152M +66% 6.55% 70 17.14%
SIM
3995
Symetra Investment Management
Connecticut
$382M -$24.7M -6% 8.97% 37.3% 5 0%
TA
3996
TFB Advisors
Kansas
$382M +$34.7M +10% 10.5% 80.4% 346 10.98%
CCP
3997
Cyrus Capital Partners
New York
$382M +$52.7M +16% 17.1% 163% 7 42.86%
STP
3998
Science & Technology Partners
New York
$382M +$129M +51% 38.7% 51 68.63%
KLWA
3999
Kelly Lawrence W & Associates
California
$382M -$30.1M -7% 7.08% 123% 167 7.78%
RCP
4000
Reverence Capital Partners
New York
$381M -$36.7M -9% 8.78% 5.38% 1 0%