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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
GU
4176
Georgetown University
District of Columbia
$303M -$10.1M -3% 5.08% 79.9% 19 5.26%
MAG
4177
Mokosak Advisory Group
Iowa
$303M -$441K -0.1% 0.41% 57.1% 31 6.45%
EFMC
4178
Empire Financial Management Company
New York
$302M -$261K -0.1% 1.77% 78.3% 218 14.68%
KFP
4179
Keystone Financial Planning
Ohio
$302M -$6.17M -2% 2.65% 34.1% 54 18.52%
CT
4180
ClearAlpha Technologies
Connecticut
$302M +$64.7M +27% 1.39% 341 68.33%
CZI
4181
Chan Zuckerberg Initiative
California
$302M -$33M -10% 0.99% 59% 2 0%
FWM
4182
Fairhaven Wealth Management
Illinois
$302M +$10.5M +4% 2.28% 128 10.16%
CCP
4183
Camelot Capital Partners
California
$302M +$88.1M +41% 43% 3 0%
WA
4184
WealthTrust Axiom
Pennsylvania
$302M -$8.78M -3% 0.52% 125% 267 5.99%
ACM
4185
Aljian Capital Management
Nevada
$301M +$32.3M +12% 14.7% 146% 36 2.78%
S
4186
Syntrinsic
Colorado
$301M +$2.9M +1% 0.35% 87 12.64%
JC
4187
Jentner Corp
Ohio
$301M +$16.4M +6% 0.91% 38.9% 54 7.41%
SM
4188
Scoggin Management
New York
$301M +$8.69M +3% 8.32% 889% 92 67.39%
IAA
4189
Ironsides Asset Advisors
North Carolina
$301M +$8.61M +3% 3.49% 44.9% 99 41.41%
GA
4190
GraniteShares Advisors
New York
$300M +$111M +59% 21.1% 86.2% 103 23.3%
BWA
4191
Beam Wealth Advisors
Louisiana
$300M +$134M +80% 3.1% 59.7% 160 64.38%
VIP
4192
Vista Investment Partners
Oklahoma
$300M +$6.02M +2% 1.66% 174 24.71%
KCM
4193
Kendall Capital Management
Maryland
$300M +$9.25M +3% 1.97% 120% 222 11.26%
MDCM
4194
Morgan Dempsey Capital Management
Wisconsin
$300M -$12.8M -4% 2.11% 52.1% 123 21.95%
AEPWM
4195
Atlantic Edge Private Wealth Management
Florida
$299M +$8.57M +3% 1.14% 518 12.36%
ZIMP
4196
Zimmermann Investment Management & Planning
Pennsylvania
$299M +$21.7M +8% 4.98% 31.6% 145 17.24%
MCA
4197
MSH Capital Advisors
Arizona
$299M +$14.6M +5% 0.86% 66.5% 234 13.68%
MPPLM
4198
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$299M +$14.2M +5% 4.4% 130% 154 9.09%
OKSA
4199
O'Keefe Stevens Advisory
New York
$299M -$5.44M -2% 7.44% 216% 72 12.5%
CFP
4200
Curran Financial Partners
South Carolina
$299M +$11.5M +4% 0.93% 49.4% 88 12.5%