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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
MPW
4401
Monterey Private Wealth
California
$294M +$26M +10% 6.99% 29.8% 130 13.85%
ACA
4402
AYAL Capital Advisors
Ontario, Canada
$293M +$30.1M +11% 8.7% 48 66.67%
APA
4403
Astoria Portfolio Advisors
New York
$293M +$13.5M +5% 6.14% 75.4% 221 17.65%
BA
4404
Bard Associates
Illinois
$293M +$32.1M +12% 14.1% 241% 182 8.24%
ITIM
4405
Indiana Trust & Investment Management
Indiana
$293M +$20.7M +8% 5.89% 104% 500 12.4%
BDA
4406
Borer Denton & Associates
Pennsylvania
$293M +$17.7M +6% 6.88% 44.2% 61 8.2%
PWM
4407
Provident Wealth Management
Tennessee
$293M +$19.7M +7% 6.51% 53.3% 130 12.31%
CWM
4408
Chesapeake Wealth Management
Virginia
$293M +$17.3M +6% 6.56% 65.9% 161 6.21%
AIA
4409
AIMZ Investment Advisors
California
$293M +$13.9M +5% 6.88% 81.3% 126 7.14%
WPC
4410
White Pine Capital
Minnesota
$293M +$28.8M +11% 9.23% 143% 222 8.56%
IHWM
4411
Iron Horse Wealth Management
Iowa
$293M +$30.7M +12% 6.66% 29.1% 512 6.25%
XC
4412
XY Capital
Hong Kong
$292M +$134M +85% 17.4% 52.8% 124 65.32%
MC
4413
Magnitude Capital
New York
$292M +$40.6M +16% 16.2% 1 0%
CWA
4414
CJM Wealth Advisers
Virginia
$292M +$20M +7% 5.85% 71.5% 69 7.25%
WCM
4415
Westend Capital Management
California
$292M +$7.16M +3% 7.32% 254 13.39%
HCM
4416
Hillman Capital Management
Maryland
$292M +$8.35M +3% 4.22% 20.2% 56 12.5%
PCI
4417
Pacifica Capital Investments
Texas
$291M +$13M +5% 11.8% 70.4% 18 11.11%
MDCM
4418
Morgan Dempsey Capital Management
Wisconsin
$291M -$8.44M -3% 11.4% 52.1% 131 21.37%
OAJ
4419
Ogorek Anthony Joseph
New York
$291M +$3.54M +1% 5.04% 61.1% 296 14.19%
RWM
4420
Ruedi Wealth Management
Illinois
$291M +$37.4M +15% 5.77% 44.9% 497 32.19%
RWM
4421
Rench Wealth Management
Texas
$291M +$12.5M +4% 3.54% 106% 45 0%
MCM
4422
Millstreet Capital Management
Massachusetts
$291M +$39.5M +16% 15.7% 3 0%
FG
4423
Formula Growth
Quebec, Canada
$291M +$16M +6% 12.9% 118% 130 32.31%
OWM
4424
Olympus Wealth Management
Utah
$291M -$28.9M -9% 6.63% 43.1% 19 26.32%
TI
4425
TTP Investments
California
$291M +$24.6M +9% 7.5% 197% 35 14.29%