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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
WCG
4226
Weaver Consulting Group
California
$325M +$10.4M +3% 0.71% 50.5% 235 11.49%
BCCM
4227
Bridge Creek Capital Management
Massachusetts
$325M -$6.7M -2% 0.11% 76.5% 112 9.82%
BA
4228
Ballast Advisors
Minnesota
$325M +$941K +0.3% 0.96% 66.7% 167 5.99%
CP
4229
Covenant Partners
Tennessee
$324M -$19.1M -6% 0.23% 70.3% 184 20.11%
OWP
4230
ORG Wealth Partners
Texas
$324M +$23.2M +8% 10.3% 563 24.51%
WH
4231
Whitcomb & Hess
Ohio
$324M -$12.4M -4% 3.61% 49% 60 13.33%
AIC
4232
Ayalon Insurance Company
Israel
$324M +$2.73M +0.8% 1.05% 89.3% 63 1.59%
SCP
4233
Steamboat Capital Partners
New York
$324M +$6.53M +2% 6.36% 280% 61 27.87%
MF
4234
Montis Financial
Massachusetts
$324M +$42.3M +15% 1.48% 46% 139 25.9%
OKSA
4235
O'Keefe Stevens Advisory
New York
$323M -$7.19M -2% 2.09% 216% 75 6.67%
AAI
4236
American Assets Inc
California
$323M +$18.6M +6% 7.34% 63.2% 25 52%
AEPWM
4237
Atlantic Edge Private Wealth Management
Florida
$323M -$5.39M -2% 1.25% 518 10.42%
SWRP
4238
Summit Wealth & Retirement Planning
California
$323M +$9.83M +3% 0.13% 67.6% 76 11.84%
PCM
4239
Princeton Capital Management
New Jersey
$323M +$5.56M +2% 6.78% 180% 129 13.95%
PCM
4240
Permanent Capital Management
Illinois
$323M 1.29% 74
RGC
4241
Redwood Grove Capital
California
$323M -$45.3M -12% 8.26% 79.8% 24 12.5%
AWA
4242
Aquire Wealth Advisors
Utah
$323M +$4.37M +1% 1.17% 54.1% 51 11.76%
SCM
4243
Sarissa Capital Management
Connecticut
$323M -$79.5M -20% 1.47% 80% 10 20%
SFG
4244
Snider Financial Group
Washington
$323M +$49.6M +18% 1.23% 73.7% 115 50.43%
ROTUOC
4245
Regents of the University of California
California
$323M +$167M +107% 13.5% 86.1% 6 83.33%
NC
4246
Nixon Capital
Texas
$323M +$37.9M +13% 8.21% 118% 44 56.82%
LSIA
4247
LaSalle St. Investment Advisors
Illinois
$322M +$68M +27% 1.18% 61.9% 295 33.56%
KFP
4248
Keystone Financial Planning
Ohio
$322M -$8.04M -2% 3.19% 34.1% 47 2.13%
CFG
4249
Carr Financial Group
Massachusetts
$322M -$18.8M -6% 0.03% 66.1% 207 16.43%
IWMA
4250
Ironwood Wealth Management (Arizona)
Arizona
$322M -$9.99M -3% 4.96% 31.1% 45 2.22%