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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
NOI
4251
Newton One Investments
Delaware
$368M +$29.5M +9% 1.29% 38.7% 121 0.83%
MI
4252
Merk Investments
California
$368M +$7.19M +2% 5.68% 338% 11 9.09%
WCM
4253
Westerly Capital Management
California
$368M -$87.5M -19% 0.78% 104% 45 26.67%
FMTCOCP
4254
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$367M +$10.2M +3% 0.9% 60.9% 346 6.94%
PWP
4255
Prasad Wealth Partners
Ohio
$367M -$7.43M -2% 2.45% 158 15.82%
BA
4256
Birinyi Associates
Connecticut
$367M -$32.7M -8% 6.89% 102% 63 12.7%
V
4257
ValueWorks
New York
$367M -$13M -3% 12.6% 110% 37 10.81%
NWM
4258
Northcape Wealth Management
New York
$367M +$12.4M +3% 3.68% 59.5% 149 12.75%
CAM
4259
Capco Asset Management
Florida
$367M -$42.2M -10% 10.6% 46.7% 31 22.58%
PCM
4260
Princeton Capital Management
New Jersey
$367M -$21M -5% 3.15% 148% 150 13.33%
CVA
4261
Central Valley Advisors
California
$366M +$31.8M +9% 0.6% 190 22.63%
CA
4262
CV Advisors
Florida
$366M -$25.6M -7% 5.92% 98.9% 54 25.93%
LP
4263
Lexington Partners
New York
$366M +$26.9M +8% 8.6% 53.9% 5 40%
RAM
4264
Redmond Asset Management
Virginia
$366M -$25.9M -7% 1.29% 59.1% 205 7.8%
AA
4265
Argent Advisors
Louisiana
$366M +$8.03M +2% 2.91% 51.7% 181 10.5%
MWPCG
4266
Measured Wealth Private Client Group
New Hampshire
$366M -$11.9M -3% 1.19% 68.1% 786 14.63%
TWM
4267
TriaGen Wealth Management
California
$366M -$20.5M -5% 4.46% 113% 200 26.5%
TB
4268
Terril Brothers
Missouri
$366M -$15.6M -4% 1.53% 94.4% 80 15%
CGC
4269
Continental Grain Company
New York
$366M +$30M +9% 1.67% 5.22% 4 0%
FNBSF
4270
First National Bank Sioux Falls
South Dakota
$366M +$31.5M +9% 0.62% 65.4% 151 10.6%
NECFA
4271
New England Capital Financial Advisors
Connecticut
$365M +$109M +43% 0.26% 55.6% 446 9.87%
PFS
4272
Physicians Financial Services
North Carolina
$365M -$7.49M -2% 0.49% 100% 110 8.18%
VA
4273
Vestwell Advisors
New York
$365M -$312M -46% 3.73% 31 0%
OAJ
4274
Ogorek Anthony Joseph
New York
$365M +$1.28M +0.4% 1.96% 50.5% 724 10.08%
PFG
4275
Pinnacle Financial Group
Illinois
$365M +$20.3M +6% 1.21% 54.3% 119 12.61%