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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
MAM
4176
Monaco Asset Management
Monaco
$252M -$150M -37% 13.8% 97% 61 55.74%
KWS
4177
Keystone Wealth Services
California
$252M +$5.73M +2% 2.23% 61.6% 188 13.83%
BRC
4178
Bishop Rock Capital
New York
$252M -$82.5M -25% 5.9% 35.4% 35 22.86%
OBWP
4179
O'Brien Wealth Partners
Massachusetts
$252M -$36.2M -13% 6.14% 56.7% 57 8.77%
WFM
4180
Wolff Financial Management
Michigan
$252M -$12.4M -5% 4.59% 52.8% 106 4.72%
CMP
4181
Courage Miller Partners
Virginia
$252M -$12.5M -5% 4.55% 40.3% 86 12.79%
H2CM
4182
H/2 Credit Manager
Connecticut
$252M -$38.1M -13% 0.72% 54.9% 11 18.18%
HWC
4183
Hill Winds Capital
New York
$252M +$39.2M +18% 0.22% 8.52% 58 53.45%
PGEBT
4184
Pactiv General Employee Benefit Trust
Illinois
$252M -$13M -5% 4.91% 15.7% 1 0%
DSN
4185
D. Scott Neal
Kentucky
$252M -$13.5M -5% 2.75% 105% 66 16.67%
WWG
4186
West Wealth Group
California
$252M -$14M -5% 3.84% 56.6% 72 27.78%
FCM
4187
Fourpath Capital Management
Oklahoma
$252M -$8.65M -3% 3.44% 78% 180 25%
DP
4188
Denver PWM
Colorado
$252M -$10.3M -4% 3.78% 36.2% 101 10.89%
BCP
4189
Berkeley Capital Partners
Georgia
$251M +$7.46M +3% 0.3% 49.3% 163 18.4%
CP
4190
Covenant Partners
Tennessee
$251M -$18.9M -7% 4.47% 70.3% 228 29.39%
FL
4191
Fourthstone LLC
Missouri
$251M -$14.7M -6% 2.23% 60.1% 50 32%
FSG
4192
Financial Strategies Group
Michigan
$251M +$5.64M +2% 3.94% 39.5% 89 19.1%
AI
4193
AXS Investments
New York
$251M -$172M -41% 9% 69.6% 189 35.45%
MFGP
4194
Marshall Financial Group (Pennsylvania)
Pennsylvania
$251M -$7.32M -3% 5.33% 65.5% 61 9.84%
BRA
4195
Biechele Royce Advisors
Indiana
$251M +$911K +0.4% 0.64% 39.2% 64 0%
AJ
4196
Ashburton (Jersey)
Jersey
$251M +$12.1M +5% 0.05% 50 18%
TF
4197
Threadgill Financial
Texas
$251M +$83M +49% 4.42% 49.3% 43 16.28%
WRTC
4198
Wind River Trust Company
Wyoming
$250M -$25.6M -9% 5.05% 51% 10 10%
THWM
4199
Taylor Hoffman Wealth Management
Virginia
$250M -$13.3M -5% 4.81% 47.8% 140 7.14%
AFWM
4200
AMJ Financial Wealth Management
Virginia
$250M -$27.6M -10% 0.65% 150% 109 37.61%