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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
TI
4101
tru Independence
Oregon
$385M +$39.1M +11% 7.83% 42.5% 127 7.09%
XWM
4102
Xcel Wealth Management
Florida
$385M +$33.4M +9% 9.18% 93.7% 142 11.97%
NAMM
4103
NorthStar Asset Management (Massachusetts)
Massachusetts
$385M +$22.8M +6% 3.96% 66.3% 72 18.06%
BWM
4104
BCGM Wealth Management
Indiana
$384M +$29.7M +8% 6.84% 47.4% 176 7.95%
PGWM
4105
Parisi Gray Wealth Management
New Jersey
$384M +$35.3M +10% 11.5% 120% 132 14.39%
SCP
4106
Steamboat Capital Partners
New York
$384M +$33M +9% 18.9% 189% 63 12.7%
CPIM
4107
Coalescence Partners Investment Management
New York
$384M -$3.37M -0.9% 1.61% 16 25%
GBWM
4108
Granite Bay Wealth Management
New Hampshire
$384M +$72.8M +23% 7.53% 41.9% 86 26.74%
SA
4109
Strategic Advocates
Utah
$384M +$47.2M +14% 10.1% 613 78.96%
FIM
4110
FWL Investment Management
Texas
$384M +$56.9M +17% 20.9% 127% 386 29.79%
CWAF
4111
Core Wealth Advisors (Florida)
Florida
$384M +$35.6M +10% 6.82% 48.8% 95 26.32%
DF
4112
Dunhill Financial
United Kingdom
$383M +$38.1M +11% 6.12% 49% 1,027 14.31%
WSC
4113
Wellington Shields & Co
New York
$383M +$30.1M +9% 10.2% 75.6% 341 12.32%
TWM
4114
TriaGen Wealth Management
California
$383M +$53.2M +16% 8.23% 113% 191 14.66%
GC
4115
Guidance Capital
Kentucky
$383M +$32.6M +9% 7.4% 62.6% 211 7.58%
MCA
4116
Magnolia Capital Advisors
Mississippi
$383M -$14.2M -4% 7.36% 64.9% 255 14.12%
SC
4117
Saybrook Capital
North Carolina
$383M +$29M +8% 9.64% 67.1% 43 2.33%
LN
4118
Lightrock Netherlands
Netherlands
$382M +$18.7M +5% 12.6% 40 5%
MAG
4119
Mokosak Advisory Group
Iowa
$382M +$28.6M +8% 6.83% 42.7% 38 7.89%
SCP
4120
SailingStone Capital Partners
Texas
$382M +$3.43M +0.9% 23.2% 161% 16 0%
NCM
4121
New Capital Management
Texas
$382M +$23.4M +7% 6.71% 49.4% 57 7.02%
WHAM
4122
Windmill Hill Asset Management
United Kingdom
$381M +$18.3M +5% 8.45% 86.6% 27 14.81%
CPH
4123
C Partners Holding
Switzerland
$381M -$73.7M -16% 3.18% 31.6% 12 16.67%
WBC
4124
West Branch Capital
Massachusetts
$381M +$43M +13% 11.9% 139% 490 11.43%
EHI
4125
Eagle Health Investments
Connecticut
$381M -$24.2M -6% 16.3% 165% 25 24%