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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
EC
4551
Euclidean Capital
New York
$306M +$39.6M +15% 12.1% 79.7% 11 0%
CPIA
4552
Cornell Pochily Investment Advisors
New York
$306M +$21.3M +7% 7.1% 83.7% 182 11.54%
TI
4553
TTP Investments
California
$306M +$68.4M +29% 19.1% 197% 55 41.82%
MWM
4554
Mindset Wealth Management
Indiana
$305M +$48.6M +19% 26.5% 164 16.46%
BE
4555
Bonness Enterprises
District of Columbia
$305M -$1.12M -0.4% 1.16% 94.6% 38 2.63%
KWM
4556
Kaydan Wealth Management
Michigan
$305M -$6.35M -2% 6.88% 57.8% 118 14.41%
FFO
4557
Fiduciary Family Office
Florida
$305M +$4.8M +2% 6.26% 207 19.32%
OAM
4558
Oxford Asset Management
United Kingdom
$305M +$86.6M +40% 11.6% 831 82.79%
ICP
4559
Impact Capital Partners
Colorado
$305M +$29.1M +11% 11.7% 275 11.27%
CPC
4560
Congress Park Capital
New York
$305M +$41M +16% 11.1% 95.6% 128 24.22%
AWP
4561
Accretive Wealth Partners
New Jersey
$305M +$21.9M +8% 6.69% 57.3% 156 13.46%
CFCI
4562
Comprehensive Financial Consultants Institutional
Indiana
$305M +$23.5M +8% 8.82% 70.2% 186 8.06%
FFO
4563
Fortitude Family Office
Arizona
$305M +$23.9M +8% 8.42% 2,166 53.69%
SC
4564
Stolper & Co
Oklahoma
$304M -$493K -0.2% 2.11% 70.5% 91 6.59%
AIM
4565
Avanda Investment Management
Singapore
$304M +$21.9M +8% 6.79% 33 48.48%
HJIM
4566
Henry James International Management
New York
$304M +$12M +4% 10.8% 123% 99 4.04%
RWI
4567
Red Wave Investments
Pennsylvania
$304M +$25.3M +9% 8.32% 58% 112 15.18%
PGF
4568
Plan Group Financial
Oklahoma
$304M +$24M +9% 6.25% 56.3% 176 25.57%
EWM
4569
Elite Wealth Management
Washington
$304M -$464M -60% 27.3% 142% 36 22.22%
V
4570
ValueWorks
New York
$304M +$38.6M +15% 11.3% 190% 36 13.89%
MHC
4571
May Hill Capital
Massachusetts
$304M +$38.6M +15% 11.3% 233 33.05%
MWM
4572
MGB Wealth Management
Texas
$304M +$27.1M +10% 15.5% 324 15.74%
WSWA
4573
Warren Street Wealth Advisors
California
$303M +$45.9M +18% 9.81% 75.7% 141 22.7%
OWIM
4574
Old West Investment Management
California
$303M +$26.1M +9% 22% 242% 72 31.94%
PDIP
4575
Palo Duro Investment Partners
Illinois
$303M -$28.1M -8% 0.79% 62.8% 23 8.7%