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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 Avg Holding
Period (Yrs)
Bardin Hill Management Partners
4301
Bardin Hill Management Partners
New York
$308M +$97.1M +46% 8.01% 214% 51 68.63% 0.8
B&I Capital
4302
B&I Capital
Switzerland
$308M +$592K +0.2% 2.86% 30.5% 30 10% 1.9
FDx Advisors
4303
FDx Advisors
Illinois
$308M -$34.4M -10% 0.69% 73.2% 189 13.23% 6.5
RFG Holdings
4304
RFG Holdings
Texas
$307M +$6.36M +2% 4.28% 74.2% 62 12.9% 1.4
PA
4305
PSI Advisors
Florida
$307M -$29.6M -9% 3.81% 58.2% 962 28.59% 2.6
RIA Advisory Group
4306
RIA Advisory Group
Iowa
$307M +$13.3M +5% 1.86% – 171 40.35% 0.8
Wood Tarver Financial Group
4307
Wood Tarver Financial Group
Idaho
$307M +$7.99M +3% 1.85% – 811 15.54% 0.2
Clean Yield Group
4308
Clean Yield Group
Vermont
$307M -$7.46M -2% 1.21% 80.7% 492 15.45% 3.9
Dodds Wealth
4309
Dodds Wealth
Colorado
$307M -$4.18M -1% 0.34% 35.4% 60 1.67% 1.2
NTCM
4310
Nut Tree Capital Management
New York
$307M +$14.9M +5% 3.24% 101% 12 16.67% 1.7
G2 Investment Partners Management
4311
G2 Investment Partners Management
New York
$307M -$80.4M -21% 10.6% 1,145% 80 55% 0.9
Pinnacle Bancorp
4312
Pinnacle Bancorp
Nebraska
$307M -$742K -0.2% 1.31% 72.9% 944 11.55% 4.4
Maridea Wealth Management
4313
Maridea Wealth Management
New York
$307M -$3.75M -1% 2.21% – 286 37.76% 0.2
Dynamo Internacional Gestao de Recursos
4314
Dynamo Internacional Gestao de Recursos
Brazil
$307M +$6.33M +2% 8.17% 34.1% 10 20% 3
BE
4315
Bonness Enterprises
District of Columbia
$307M +$21.5M +8% 9.53% 98.6% 38 2.63% 11.3
Atticus Wealth Management
4316
Atticus Wealth Management
Florida
$306M -$15.2M -5% 2.91% 73.9% 542 7.38% 3.2
Gradient Capital Advisors
4317
Gradient Capital Advisors
California
$306M -$3.79M -1% 1.44% 78.5% 156 3.21% 4.5
Total Clarity Wealth Management
4318
Total Clarity Wealth Management
Illinois
$306M -$1.24M -0.4% 2.41% 73.2% 280 4.29% 1.8
Parisi Gray Wealth Management
4319
Parisi Gray Wealth Management
New Jersey
$306M -$8.35M -3% 4.24% 137% 113 9.73% 4.2
Prasad Wealth Partners
4320
Prasad Wealth Partners
Ohio
$306M -$2.83M -0.9% 3.04% – 124 16.13% 0.2
LWMM
4321
Legacy Wealth Management (Mississippi)
Mississippi
$306M +$54.2M +22% 3.84% 105% 103 20.39% 2.9
S&T Bank
4322
S&T Bank
Pennsylvania
$306M -$7.5M -2% 5.32% 193% 399 36.84% 1.6
Muhlenkamp & Co
4323
Muhlenkamp & Co
Pennsylvania
$306M -$23.8M -7% 7.18% 107% 31 19.35% 5.2
Modus Advisors
4324
Modus Advisors
Minnesota
$305M -$13.8M -4% 1.05% 89.5% 325 68.31% 3.3
Carr Financial Group
4325
Carr Financial Group
Massachusetts
$305M -$17.2M -5% 1.78% 66.1% 194 14.43% 1.8