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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
KI
4101
Kensington Investments
Netherlands
$247M +$51.6M +26% 26.4% 1 0%
PI
4102
Pennant Investors
New Jersey
$247M +$47.6M +24% 8.17% 372% 18 16.67%
TJHA
4103
Thomas J. Herzfeld Advisors
Florida
$247M +$3.13M +1% 0.46% 17.7% 345 14.78%
FCM
4104
Fortis Capital Management
Washington
$247M +$112M +83% 13% 82% 104 13.46%
B
4105
BetterWealth
California
$247M +$24.9M +11% 7.22% 55.7% 45 15.56%
CCM
4106
Carronade Capital Management
Connecticut
$247M -$212M -46% 1.44% 215% 32 59.38%
PA
4107
Pantechnicon Advisors
United Kingdom
$247M +$60.2M +32% 12.8% 21 42.86%
MVG
4108
Madrona Venture Group
Washington
$247M +$38.9M +19% 20% 233% 6 0%
IAM
4109
Innovis Asset Management
Illinois
$247M +$25.2M +11% 8.36% 176 23.3%
GSAM
4110
Grant Street Asset Management
Pennsylvania
$246M +$14.7M +6% 4.9% 41.6% 62 22.58%
OFS
4111
OneAscent Financial Services
Alabama
$246M +$11M +5% 5.52% 63.8% 213 33.33%
CA
4112
Claar Advisors
New York
$246M +$18.9M +8% 8.71% 65.5% 34 14.71%
MFGP
4113
Marshall Financial Group (Pennsylvania)
Pennsylvania
$246M +$13.3M +6% 5.59% 65.5% 51 0%
BWAM
4114
Boyd Watterson Asset Management
Ohio
$246M +$3.18M +1% 5.88% 101% 428 2.57%
FI
4115
Financial Insights
Washington
$246M +$34.5M +16% 8.91% 71.9% 177 27.68%
HNWAG
4116
High Net Worth Advisory Group
Florida
$245M -$11.8M -5% 5.81% 67.7% 624 69.23%
BFA
4117
BBJS Financial Advisors
Washington
$245M +$23.5M +11% 13% 144 14.58%
EFMC
4118
Empire Financial Management Company
New York
$245M 3.29% 78.3% 189
MWC
4119
MBM Wealth Consultants
Missouri
$245M +$29.1M +13% 5.33% 52.6% 350 18.86%
OAJ
4120
Ogorek Anthony Joseph
New York
$245M +$14.8M +6% 3.65% 61.1% 287 22.65%
CI
4121
Cavalier Investments
Georgia
$245M -$34M -12% 6.46% 171% 105 47.62%
AWM
4122
Accel Wealth Management
Iowa
$245M +$35.6M +17% 2.5% 77.4% 1,275 3.14%
KWS
4123
Keystone Wealth Services
California
$244M +$15.2M +7% 6.17% 80.1% 200 11.5%
OGC
4124
Oak Grove Capital
New Hampshire
$244M +$45.4M +23% 19.1% 463% 60 18.33%
CWM
4125
Cedar Wealth Management
California
$244M +$41.8M +21% 4.1% 68.1% 317 10.73%