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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
4076
Montis Financial
Massachusetts
$324M +$42.3M +15% 1.48% 44% 139 25.9%
OKSA
4077
O'Keefe Stevens Advisory
New York
$323M -$7.19M -2% 2.09% 216% 75 6.67%
AAI
4078
American Assets Inc
California
$323M +$18.6M +6% 7.34% 44.3% 25 52%
AEPWM
4079
Atlantic Edge Private Wealth Management
Florida
$323M -$5.39M -2% 1.25% 518 10.42%
SWRP
4080
Summit Wealth & Retirement Planning
California
$323M +$9.83M +3% 0.13% 67.6% 76 11.84%
PCM
4081
Princeton Capital Management
New Jersey
$323M +$5.56M +2% 6.78% 148% 129 13.95%
RGC
4082
Redwood Grove Capital
California
$323M -$45.3M -12% 8.26% 56.7% 24 12.5%
AWA
4083
Aquire Wealth Advisors
Utah
$323M +$4.37M +1% 1.17% 43.4% 51 11.76%
SCM
4084
Sarissa Capital Management
Connecticut
$323M -$79.5M -20% 1.47% 58.6% 10 20%
SFG
4085
Snider Financial Group
Washington
$323M +$49.6M +18% 1.23% 73.7% 115 50.43%
ROTUOC
4086
Regents of the University of California
California
$323M +$167M +107% 13.5% 63% 6 83.33%
NC
4087
Nixon Capital
Texas
$323M +$37.9M +13% 8.21% 102% 44 56.82%
LSIA
4088
LaSalle St. Investment Advisors
Illinois
$322M +$68M +27% 1.18% 46.8% 295 33.56%
KFP
4089
Keystone Financial Planning
Ohio
$322M -$8.04M -2% 3.19% 34.1% 47 2.13%
CFG
4090
Carr Financial Group
Massachusetts
$322M -$18.8M -6% 0.03% 50.7% 207 16.43%
IWMA
4091
Ironwood Wealth Management (Arizona)
Arizona
$322M -$9.99M -3% 4.96% 31.1% 45 2.22%
HGIM
4092
High Ground Investment Management
United Kingdom
$322M +$105M +48% 20.7% 25.9% 9 11.11%
MWM
4093
MGB Wealth Management
Texas
$322M +$46.3M +17% 38% 306 15.69%
HCM
4094
Hudson Capital Management
New Jersey
$322M +$8.07M +3% 0.09% 61.6% 68 5.88%
AWM
4095
Atticus Wealth Management
Florida
$322M +$10.1M +3% 1.1% 63.8% 546 6.23%
CPWM
4096
Cypress Point Wealth Management
Texas
$321M +$66.6M +26% 37% 226% 78 15.38%
FCG
4097
Fielder Capital Group
Tennessee
$321M +$18.2M +6% 7.19% 235 18.3%
EFMC
4098
Empire Financial Management Company
New York
$321M -$4.46M -1% 0.84% 71.1% 215 14.42%
VIP
4099
Vista Investment Partners
Oklahoma
$320M +$8.09M +3% 1.29% 168 20.24%
KIC
4100
Keating Investment Counselors
Florida
$320M -$14.7M -4% 4.63% 43.7% 72 11.11%