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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
PWMG
4276
Private Wealth Management Group
New Jersey
$431M +$50.2M +13% 9.83% 1,526 11.21%
CRCM
4277
Cat Rock Capital Management
Connecticut
$431M -$213M -33% 15.5% 66.7% 14 50%
DPCM
4278
Doma Perpetual Capital Management
Florida
$431M +$58.4M +16% 5.35% 13 15.38%
BAM
4279
BOS Asset Management
Illinois
$431M +$39.2M +10% 13.9% 67.8% 223 18.83%
PA
4280
PSI Advisors
Florida
$430M +$12.9M +3% 13.9% 58.2% 174 23.56%
FC
4281
Fusion Capital
South Carolina
$430M +$59.8M +16% 22.9% 100% 119 18.49%
LWM
4282
Luminvest Wealth Management
Arizona
$430M +$47.9M +13% 10.2% 58 5.17%
WBC
4283
West Branch Capital
Massachusetts
$430M +$56.8M +15% 24.5% 139% 396 14.9%
RS
4284
Rakuten Securities
Japan
$430M +$189M +79% 117% 999 20.52%
SFWC
4285
Strategic Family Wealth Counselors
New Jersey
$430M +$49.2M +13% 11.6% 72.3% 187 17.11%
PG
4286
Prostatis Group
Maryland
$429M +$38.7M +10% 16.1% 72.9% 206 26.7%
VIA
4287
Virtus Investment Advisers
Connecticut
$429M +$66.7M +18% 23.5% 172% 517 23.4%
MSG
4288
Main Street Group
Virginia
$429M +$88.8M +26% 26.3% 932 14.38%
NL
4289
Navalign LLC
California
$429M +$32.6M +8% 9.39% 50.7% 139 13.67%
LFGO
4290
Legacy Financial Group (Oklahoma)
Oklahoma
$429M +$50.1M +13% 11.9% 58.7% 106 17.92%
T
4291
TrueFG
Texas
$428M +$50.9M +14% 12.7% 51.4% 77 10.39%
SPWM
4292
Straight Path Wealth Management
Michigan
$428M +$53.5M +14% 13.6% 70.6% 146 15.07%
BCM
4293
Boone Capital Management
Georgia
$428M +$101M +31% 22.4% 278% 20 55%
BTD
4294
BankPlus Trust Department
Mississippi
$428M +$53.2M +14% 16% 492 9.76%
SCS
4295
Sound Capital Solutions
Florida
$427M 54.5% 309
DL
4296
Dockside LLC
New York
$427M +$30M +8% 9.88% 361 100%
DMC
4297
DSC Meridian Capital
New York
$427M +$102M +31% 12.8% 22 45.45%
S
4298
SimplyRich
California
$427M +$36.1M +9% 22.2% 98.3% 239 33.05%
IAA
4299
Ironsides Asset Advisors
North Carolina
$427M +$28.2M +7% 8.79% 44.9% 89 16.85%
VWM
4300
Vermillion Wealth Management
Minnesota
$427M +$172M +67% 7.24% 2,561 78.72%