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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
AJ
4501
Ashburton (Jersey)
Jersey
$169M -$34.9M -17% 5.7% 49 18.37%
SP
4502
SCF Partners
Texas
$169M -$7.53M -4% 2.07% 2.1% 4 0%
HHGC
4503
Hunting Hill Global Capital
New York
$169M +$59.7M +55% 0.47% 132% 122 45.9%
BTIM
4504
BancFirst Trust & Investment Management
Oklahoma
$169M +$39.1M +30% 4.79% 44.9% 58 41.38%
NLVP
4505
New Leaf Venture Partners
New York
$169M +$14.2M +9% 30.9% 17.1% 21 9.52%
TWM
4506
Triton Wealth Management
Arizona
$169M +$26.5M +19% 0.01% 87 8.05%
SAMU
4507
SONA Asset Management (US)
New York
$169M +$65.7M +64% 2.37% 20.6% 356 10.39%
SCM
4508
Stadium Capital Management
Connecticut
$168M -$15.5M -8% 8.85% 11% 14 50%
OFP
4509
OLIO Financial Planning
Virginia
$168M -$9.7M -5% 6.3% 47.8% 45 11.11%
RW
4510
Rede Wealth
Virginia
$168M -$3.89M -2% 2.27% 80.5% 101 13.86%
GWM
4511
Graybill Wealth Management
Illinois
$168M -$12.3M -7% 4.21% 51 5.88%
DFG
4512
Demars Financial Group
Washington
$168M -$7.24M -4% 4% 60.9% 75 16%
STAS
4513
Strong Tower Advisory Services
Minnesota
$168M -$16.1M -9% 4.26% 131% 106 12.26%
RWM
4514
Reston Wealth Management
Virginia
$168M -$11.6M -6% 6.14% 60.7% 58 17.24%
CSCSIM
4515
Clear Sky Carbon Solutions Investment Management
Texas
$168M +$55.5M +49% 10.8% 74 39.19%
LL
4516
LPWM LLC
Minnesota
$168M -$11.6M -6% 5.89% 54.3% 63 11.11%
MPPLM
4517
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$168M -$9.71M -5% 5.42% 90.2% 123 11.38%
BIA
4518
Bigelow Investment Advisors
Maine
$168M -$14.3M -8% 5.46% 53.9% 144 6.25%
IAS
4519
Investment Advisory Services
Texas
$167M -$5.78M -3% 4.98% 65.4% 99 8.08%
DFG
4520
Delphi Financial Group
Delaware
$167M -$46.1M -22% 1.58% 48.5% 32 15.63%
HCM
4521
HM Capital Management
Missouri
$167M -$12.4M -7% 4.19% 29.6% 59 8.47%
AA
4522
Altrafin AG
$167M -$18.5M -10% 6.72% 97.6% 78 7.69%
MPW
4523
Monterey Private Wealth
California
$167M -$8.09M -5% 5.5% 29.8% 107 14.02%
DA
4524
Detalus Advisors
Missouri
$167M -$3.31M -2% 6.21% 67.9% 135 15.56%
MGM
4525
Miura Global Management
New York
$167M +$21M +14% 16.5% 375% 20 30%