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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
BP
4276
BWM Planning
Texas
$431M +$52.1M +14% 10.4% 102 17.65%
REAM
4277
Ripple Effect Asset Management
New York
$431M -$247M -36% 21.8% 34 58.82%
CWM
4278
CCG Wealth Management
California
$431M +$62.2M +17% 18.5% 82.6% 162 22.84%
PWMG
4279
Private Wealth Management Group
New Jersey
$431M +$50.2M +13% 9.83% 1,526 11.21%
CRCM
4280
Cat Rock Capital Management
Connecticut
$431M -$213M -33% 15.5% 66.7% 14 50%
DPCM
4281
Doma Perpetual Capital Management
Florida
$431M +$58.4M +16% 5.35% 13 15.38%
BAM
4282
BOS Asset Management
Illinois
$431M +$39.2M +10% 13.9% 67.8% 223 18.83%
PA
4283
PSI Advisors
Florida
$430M +$12.9M +3% 13.9% 58.2% 174 23.56%
FC
4284
Fusion Capital
South Carolina
$430M +$59.8M +16% 22.9% 100% 119 18.49%
LWM
4285
Luminvest Wealth Management
Arizona
$430M +$47.9M +13% 10.2% 58 5.17%
WBC
4286
West Branch Capital
Massachusetts
$430M +$56.8M +15% 24.5% 139% 396 14.9%
RS
4287
Rakuten Securities
Japan
$430M +$189M +79% 117% 999 20.52%
SFWC
4288
Strategic Family Wealth Counselors
New Jersey
$430M +$49.2M +13% 11.6% 72.3% 187 17.11%
PG
4289
Prostatis Group
Maryland
$429M +$38.7M +10% 16.1% 72.9% 206 26.7%
VIA
4290
Virtus Investment Advisers
Connecticut
$429M +$66.7M +18% 23.5% 172% 517 23.4%
MSG
4291
Main Street Group
Virginia
$429M +$88.8M +26% 26.3% 932 14.38%
NL
4292
Navalign LLC
California
$429M +$32.6M +8% 9.39% 50.7% 139 13.67%
LFGO
4293
Legacy Financial Group (Oklahoma)
Oklahoma
$429M +$50.1M +13% 11.9% 58.7% 106 17.92%
T
4294
TrueFG
Texas
$428M +$50.9M +14% 12.7% 51.4% 77 10.39%
SPWM
4295
Straight Path Wealth Management
Michigan
$428M +$53.5M +14% 13.6% 70.6% 146 15.07%
BCM
4296
Boone Capital Management
Georgia
$428M +$101M +31% 22.4% 278% 20 55%
BTD
4297
BankPlus Trust Department
Mississippi
$428M +$53.2M +14% 16% 492 9.76%
SCS
4298
Sound Capital Solutions
Florida
$427M 54.5% 309
DL
4299
Dockside LLC
New York
$427M +$30M +8% 9.88% 361 100%
DMC
4300
DSC Meridian Capital
New York
$427M +$102M +31% 12.8% 22 45.45%