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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
S
4251
SimplyRich
California
$371M +$11.7M +3% 9.8% 98.3% 223 14.35%
UI
4252
Untitled Investments
New York
$370M +$4.53M +1% 4.32% 79.6% 20 40%
MCS
4253
Mithaq Capital SPC
Saudi Arabia
$370M -$23.3M -6% 1.16% 51.1% 4 0%
VWM
4254
Vermillion Wealth Management
Minnesota
$370M +$161M +77% 3.85% 1,550 66.65%
BHWM
4255
Bay Harbor Wealth Management
Maryland
$370M +$25.3M +7% 5.97% 47.9% 1,327 6.86%
PA
4256
Prism Advisors
California
$370M +$18.9M +5% 5.95% 49.9% 76 7.89%
CMAI
4257
Capital Management Associates Inc
Minnesota
$370M +$54.2M +17% 8.29% 144 22.22%
TA
4258
TrueWealth Advisors
Alabama
$370M +$31.8M +9% 6.14% 58.5% 233 11.59%
OKSA
4259
O'Keefe Stevens Advisory
New York
$369M +$13.6M +4% 15.3% 216% 69 4.35%
FIM
4260
Fruth Investment Management
Texas
$369M +$1.34M +0.4% 5.05% 71% 220 4.55%
RFM
4261
Ranmore Fund Management
United Kingdom
$369M +$118M +47% 6.68% 18 44.44%
LWM
4262
LongView Wealth Management
Georgia
$369M +$38.8M +12% 6.68% 227 6.17%
SA
4263
Sicart Associates
New York
$369M +$83.3M +29% 13.1% 99.1% 75 6.67%
FP
4264
FFG Partners
Florida
$369M +$68.1M +23% 17.1% 41 31.71%
CIM
4265
CIM Investment Management
Pennsylvania
$369M -$156M -30% 9.52% 88.6% 263 9.13%
FDS
4266
Freedom Day Solutions
Texas
$368M +$31.8M +9% 7.15% 84.6% 97 10.31%
PCI
4267
Pacifica Capital Investments
Texas
$368M +$28M +8% 11.7% 70.4% 16 12.5%
MC
4268
Muhlenkamp & Co
Pennsylvania
$368M +$47.4M +15% 11.4% 107% 33 27.27%
IAG
4269
Investment Advisory Group
Massachusetts
$368M +$37.5M +11% 7.09% 61.6% 192 9.9%
MA
4270
Modus Advisors
Minnesota
$368M +$31M +9% 9.25% 89.5% 118 7.63%
DCM
4271
Divisar Capital Management
California
$368M -$64.7M -15% 24.6% 194% 28 17.86%
UWM
4272
United Wealth Management
Virginia
$367M +$23.1M +7% 5.57% 24 4.17%
TA
4273
Teramo Advisors
Florida
$367M +$15.9M +5% 7.69% 62.5% 26 57.69%
CL
4274
CLG LLC
California
$367M +$46.5M +15% 13.9% 139 11.51%
BWA
4275
Beam Wealth Advisors
Louisiana
$367M +$31.4M +9% 8.29% 59.7% 114 10.53%