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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
MWM
4276
Mindset Wealth Management
Indiana
$367M +$61.4M +20% 16.5% 183 19.67%
SFG
4277
Snider Financial Group
Washington
$367M +$20M +6% 6.64% 73.7% 119 5.88%
MJP
4278
Michael J. Puzo
$367M +$15.6M +4% 6.75% 90.3% 73 5.48%
PS
4279
Pensionfund Sabic
Netherlands
$367M +$13.7M +4% 6.31% 67.7% 214 0.47%
SIA
4280
Sovereign Investment Advisors
Arizona
$367M +$2.91M +0.8% 2.47% 43.7% 36 2.78%
WAM
4281
Wakefield Asset Management
Colorado
$366M +$8.34M +2% 8.44% 139% 220 19.09%
PFS
4282
Physicians Financial Services
North Carolina
$366M +$30.6M +9% 11.1% 100% 110 4.55%
CI
4283
Cooper Investors
Australia
$366M -$183M -33% 0.85% 49.8% 55 43.64%
ORAM
4284
One River Asset Management
Connecticut
$366M +$321M +707% 6.49% 24% 185 85.41%
PIA
4285
Pinion Investment Advisors
Kansas
$366M +$76M +26% 8.13% 75.4% 179 15.08%
BAM
4286
Bell Asset Management
Australia
$366M -$87.7M -19% 6.44% 32.7% 70 21.43%
RGC
4287
Roberts, Glore & Co
Illinois
$366M +$23.4M +7% 8.97% 72.3% 222 9.46%
NFP
4288
Narus Financial Partners
Utah
$366M +$45.1M +14% 6.72% 88.9% 174 13.22%
PIC
4289
Portland Investment Counsel
Ontario, Canada
$365M +$25.4M +7% 28.8% 108% 53 11.32%
BWM
4290
Buckley Wealth Management
Nevada
$365M +$31.1M +9% 10.2% 88% 109 7.34%
CPWA
4291
Cerro Pacific Wealth Advisors
California
$365M +$5.1M +1% 7.48% 165 7.27%
SCM
4292
Sollinda Capital Management
Florida
$365M -$19M -5% 5.48% 100 37%
LFGO
4293
Legacy Financial Group (Oklahoma)
Oklahoma
$365M +$26.5M +8% 6.84% 58.7% 96 15.63%
SM
4294
Selkirk Management
New Jersey
$365M +$26.6M +8% 13.1% 245% 14 14.29%
AI
4295
ArchPoint Investors
Florida
$365M +$24.2M +7% 13.9% 111% 74 9.46%
CFG
4296
Carr Financial Group
Massachusetts
$364M +$25.3M +7% 6.43% 66.1% 202 14.36%
PS
4297
Presima Securities
Quebec, Canada
$364M -$71M -16% 0.69% 10.3% 51 5.88%
FC
4298
Foursixthree Capital
New York
$364M +$76.8M +27% 65% 20 20%
MFGP
4299
Marshall Financial Group (Pennsylvania)
Pennsylvania
$364M +$29.5M +9% 6.76% 65.5% 55 9.09%
PWMG
4300
Private Wealth Management Group
New Jersey
$363M +$62.3M +21% 7.32% 1,546 7.96%