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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
MM
4226
Meridian Management
Arkansas
$374M +$7.81M +2% 4.76% 57.8% 83 10.84%
BTD
4227
BankPlus Trust Department
Mississippi
$374M +$35.7M +11% 6.95% 470 10.21%
RPCA
4228
Running Point Capital Advisors
California
$373M +$10.9M +3% 4.99% 52.1% 199 11.06%
WA
4229
WealthTrust Axiom
Pennsylvania
$373M +$33.2M +10% 11.9% 125% 279 9.32%
PWC
4230
PYA Waltman Capital
Tennessee
$373M +$25.8M +7% 5.86% 62.4% 81 7.41%
MCA
4231
MSH Capital Advisors
Arizona
$373M +$26M +7% 6.28% 66.5% 255 9.8%
GCA
4232
Gradient Capital Advisors
California
$373M +$34.6M +10% 8.41% 71% 171 7.6%
FWC
4233
First Washington Corp
Washington
$373M +$62.8M +20% 9.97% 142% 57 8.77%
TCM
4234
Triumph Capital Management
Colorado
$373M +$39.7M +12% 5.84% 48.6% 342 23.1%
PCM
4235
Princeton Capital Management
New Jersey
$373M +$35.9M +11% 12.6% 180% 142 12.68%
RBFC
4236
Roman Butler Fullerton & Co
Missouri
$373M +$33.4M +10% 8.85% 121% 273 17.22%
PC
4237
Promethos Capital
Massachusetts
$373M +$76.3M +26% 3.35% 49 28.57%
PGF
4238
Plan Group Financial
Oklahoma
$372M +$68.4M +22% 6.45% 56.3% 193 21.76%
AIM
4239
Access Investment Management
Georgia
$372M +$20.9M +6% 7.66% 185 15.14%
BFS
4240
BridgePort Financial Solutions
Iowa
$372M +$71.2M +24% 7.31% 247 24.7%
FFO
4241
Fortitude Family Office
Arizona
$372M +$67.2M +22% 7.31% 2,170 15.62%
HWP
4242
Highline Wealth Partners
California
$372M +$33.8M +10% 8.15% 82.9% 1,140 27.11%
CSWG
4243
Cardinal Strategic Wealth Guidance
Kentucky
$372M +$25.2M +7% 7.5% 67.3% 64 12.5%
PI
4244
Pennant Investors
New Jersey
$372M +$37.4M +11% 42% 372% 16 6.25%
QCI
4245
Quaker Capital Investments
Pennsylvania
$372M +$44.1M +13% 31.9% 107% 21 19.05%
FFS
4246
Fischer Financial Services
Pennsylvania
$371M +$31.4M +9% 9.42% 66 10.61%
IIA
4247
Integral Investment Advisors
California
$371M +$20.7M +6% 7.05% 60% 167 8.98%
MWPCG
4248
Measured Wealth Private Client Group
New Hampshire
$371M +$36.8M +11% 7.32% 84.3% 696 72.99%
SPWM
4249
Straight Path Wealth Management
Michigan
$371M +$76.3M +26% 11.9% 70.6% 146 23.29%
PP
4250
Prosperity Planning
Missouri
$371M +$24M +7% 5.27% 40.5% 110 3.64%