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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
4701
Monterey Private Wealth
California
$178M +$3.92M +2% 0.25% 29.8% 102 7.84%
ACM
4702
Axel Capital Management
New York
$178M +$2.27M +1% 0.57% 194% 39 33.33%
NAM
4703
NewGen Asset Management
Ontario, Canada
$178M -$86.8M -33% 0.59% 391% 61 73.77%
MA
4704
Mezzasalma Advisors
New Jersey
$178M -$3.5M -2% 6.29% 157% 104 9.62%
TA
4705
TrueWealth Advisors
Alabama
$178M +$6.44M +4% 0.3% 58.5% 147 16.33%
SIRP
4706
Shelter Insurance Retirement Plan
Missouri
$178M +$3.73M +2% 1.22% 51.1% 8 0%
BA
4707
Bennicas & Associates
California
$178M -$4.03M -2% 2.01% 40.3% 102 5.88%
ATIA
4708
American Trust Investment Advisors
New Hampshire
$178M -$8.61M -5% 0.31% 81.1% 92 15.22%
FCCM
4709
First City Capital Management
Georgia
$178M -$4.3M -2% 1.34% 76.5% 174 4.6%
JWBC
4710
John W. Brooker & Co
California
$178M +$6.19M +4% 0.29% 38.4% 207 13.04%
MSAGDF
4711
Moneda SA Administradora General de Fondos
Chile
$177M -$56.4M -24% 6.51% 31.4% 46 17.39%
JP
4712
JNE Partners
United Kingdom
$177M +$41.1M +30% 5.05% 98.6% 14 28.57%
MWP
4713
Madison Wealth Partners
Wisconsin
$177M +$2.64M +2% 0.09% 55.3% 74 4.05%
WFA
4714
Wade Financial Advisory
California
$177M -$5.2M -3% 1.3% 15.9% 74 5.41%
HLCM
4715
Hickory Lane Capital Management
New York
$177M -$27.3M -13% 4.24% 50 40%
LC
4716
Lakehouse Capital
Australia
$177M +$5.57M +3% 0.38% 47.2% 12 0%
SFI
4717
Sonic Fund II
Hawaii
$177M -$42.4M -19% 2.04% 119% 32 25%
BIP
4718
Bouvel Investment Partners
Pennsylvania
$177M -$264K -0.1% 0.41% 187% 66 6.06%
KM
4719
Kabouter Management
Illinois
$177M +$1.23M +0.7% 2.9% 12.9% 7 14.29%
WFAG
4720
Wescott Financial Advisory Group
Pennsylvania
$177M +$7.12M +4% 0.95% 45% 75 21.33%
KFI
4721
Key Financial Inc
Pennsylvania
$177M -$2.23M -1% 1.39% 55.5% 964 9.34%
LCM
4722
LDR Capital Management
New York
$177M +$17.5M +11% 5.39% 37.1% 39 12.82%
TWP
4723
Tempus Wealth Planning
California
$177M +$25.9M +17% 1.3% 89.9% 163 10.43%
V
4724
VeraBank
Texas
$177M +$8.5M +5% 0.32% 51% 130 10.77%
BWA
4725
Bordeaux Wealth Advisors
California
$176M +$2.39M +1% 2.16% 141% 72 6.94%