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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
D
4326
Diversified
Delaware
$246M +$8.97M +4% 6.01% 34.4% 123 13.82%
PT
4327
Palantir Technologies
Florida
$245M +$24.5M +11% 0.75% 19 31.58%
AB
4328
Atlas Brown
Kentucky
$245M -$12.9M -5% 3.07% 102% 197 6.6%
BHA
4329
Beech Hill Advisors
New York
$245M -$18.1M -7% 6.22% 105% 91 6.59%
FCMV
4330
Foresite Capital Management V
California
$245M -$162M -40% 28% 401% 17 5.88%
BGC
4331
Birch Grove Capital
New York
$245M +$23.9M +11% 1.29% 2.66% 47 25.53%
SA
4332
Sycale Advisors
New York
$245M +$30.6M +14% 6.29% 31.5% 26 38.46%
BAM
4333
Baldrige Asset Management
Pennsylvania
$245M -$12.1M -5% 5.3% 43.5% 349 12.61%
NRCM
4334
North Reef Capital Management
California
$245M +$27.6M +13% 3.33% 81.9% 46 54.35%
HI
4335
Humankind Investments
New York
$244M -$3.78M -2% 2.4% 62.5% 121 5.79%
OPTFSNA
4336
Old Point Trust & Financial Services N A
Virginia
$244M -$4.54M -2% 2.09% 72.6% 81 6.17%
MFGM
4337
Marshall Financial Group (Maryland)
Maryland
$244M -$27.1M -10% 5.13% 63.5% 224 16.52%
CHJWM
4338
Carlton Hofferkamp & Jenks Wealth Management
Texas
$244M +$6.86M +3% 0.91% 58.2% 137 2.19%
AIA
4339
Affinity Investment Advisors
California
$244M -$5.14M -2% 0.23% 189% 213 21.13%
OAJ
4340
Ogorek Anthony Joseph
New York
$244M +$9.93M +4% 5.01% 61.1% 279 19.35%
MCM
4341
Morton Capital Management
California
$244M -$3.41M -1% 0.58% 65.8% 95 14.74%
FF
4342
Fluent Financial
Texas
$244M -$1.91M -0.8% 6.76% 42.5% 88 55.68%
IWMA
4343
Ironwood Wealth Management (Arizona)
Arizona
$243M +$14.1M +6% 3.88% 31.1% 56 8.93%
CFP
4344
Curran Financial Partners
South Carolina
$243M +$7.73M +3% 4.39% 49.4% 82 18.29%
AIA
4345
AIMZ Investment Advisors
California
$243M -$13.7M -5% 2.93% 81.3% 122 7.38%
PA
4346
PSI Advisors
Florida
$243M -$2.81M -1% 3.21% 58.2% 836 12.8%
APW
4347
Aurora Private Wealth
New Jersey
$243M +$12.3M +5% 2.53% 219 17.35%
WCG
4348
Wall Capital Group
Arizona
$243M -$44.3M -15% 5.65% 28 25%
WA
4349
WP Advisors
California
$243M +$2.79M +1% 0.01% 95.5% 116 9.48%
VFIC
4350
Valley Forge Investment Consultants
Pennsylvania
$243M +$16.6M +7% 4.88% 61.9% 89 14.61%