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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
NLP
4301
Next Level Private
New York
$382M +$36.6M +11% 3.59% 92.4% 170 13.53%
MWM
4302
Mindset Wealth Management
Indiana
$381M +$14.5M +4% 4.36% 195 15.38%
TB
4303
Terril Brothers
Missouri
$381M +$51.3M +16% 8.17% 94.4% 83 19.28%
LFGO
4304
Legacy Financial Group (Oklahoma)
Oklahoma
$381M +$16.7M +5% 2.33% 58.7% 98 10.2%
RBFC
4305
Roman Butler Fullerton & Co
Missouri
$381M +$8.64M +2% 3.44% 121% 284 17.25%
SCM
4306
Soros Capital Management
New York
$381M -$23.4M -6% 8.92% 732% 73 39.73%
NRCM
4307
Northern Right Capital Management
Connecticut
$381M +$57.7M +18% 11.4% 187% 30 30%
JGCM
4308
Joseph Group Capital Management
Ohio
$381M +$26.1M +7% 2.88% 58.4% 280 67.14%
W
4309
WorthPointe
California
$381M +$114M +43% 2.37% 59.7% 140 30%
PFU
4310
Parus Finance (UK)
United Kingdom
$380M -$316K -0.1% 2.73% 199% 34 11.76%
DSA
4311
Droms Strauss Advisors
Missouri
$380M +$35.2M +10% 1.8% 68.7% 80 13.75%
DMC
4312
DSC Meridian Capital
New York
$380M -$113M -23% 1.16% 18 38.89%
BWM
4313
Brown Wealth Management
Illinois
$380M +$24M +7% 1.85% 44.4% 117 21.37%
V
4314
ValueWorks
New York
$380M +$36.3M +11% 6.81% 190% 38 18.42%
CCM
4315
Contrarian Capital Management
Connecticut
$380M -$16.6M -4% 5.86% 29.4% 39 46.15%
5NPW
4316
55 North Private Wealth
Florida
$380M 2.05% 195
TBWA
4317
Three Bridge Wealth Advisors
California
$379M -$8.7M -2% 0.17% 169% 93 9.68%
MA
4318
Modus Advisors
Minnesota
$379M +$11.5M +3% 1.35% 89.5% 354 67.23%
NC
4319
Nixon Capital
Texas
$379M +$50.3M +15% 0.73% 118% 31 25.81%
GM
4320
Granger Management
New York
$378M +$35.7M +10% 2.28% 69.9% 6 0%
TC
4321
Towle & Co
Colorado
$378M -$18M -5% 6.54% 172% 57 40.35%
LFA
4322
Level Financial Advisors
New York
$378M +$23.5M +7% 1.41% 41.5% 96 3.13%
SM
4323
Selkirk Management
New Jersey
$378M +$13.3M +4% 4.1% 245% 12 0%
CWA
4324
Centennial Wealth Advisory
Michigan
$378M +$18.7M +5% 2.42% 57.6% 173 11.56%
MWPCG
4325
Measured Wealth Private Client Group
New Hampshire
$378M +$7.03M +2% 4.34% 84.3% 784 18.62%