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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
AWA
4726
Alta Wealth Advisors
Massachusetts
$308M +$8.69M +3% 1.75% 87.6% 187 25.13%
FUBT
4727
First United Bank & Trust
Maryland
$308M -$5.41M -2% 0.21% 69.2% 414 9.42%
ICP
4728
Islander Capital Partners
California
$308M +$86M +39% 16.8% 18 27.78%
ACM
4729
Argyle Capital Management
Pennsylvania
$308M +$8.22M +3% 6.11% 95.8% 140 4.29%
OFG
4730
Omega Financial Group
California
$308M +$3.69M +1% 1.06% 45.2% 117 18.8%
EFG
4731
Elevated Financial Group
Indiana
$308M +$18.5M +6% 1.98% 142 16.9%
ITB
4732
Idaho Trust Bank
Idaho
$308M +$5.69M +2% 0.23% 37.7% 108 12.96%
CP
4733
Capital Planning
Washington
$307M -$49.4M -14% 4.87% 68.9% 89 13.48%
TFA
4734
TPG Financial Advisors
Oregon
$307M +$7.86M +3% 0.95% 82 14.63%
CA
4735
Centerpoint Advisors
Massachusetts
$307M -$17.7M -5% 2.86% 61.2% 437 10.07%
NFG
4736
Norris Financial Group
South Carolina
$306M +$12.2M +4% 5.79% 122% 110 23.64%
MWA
4737
Medallion Wealth Advisors
Connecticut
$306M +$8.65M +3% 0.45% 1,164 7.56%
LAM
4738
Lifestyle Asset Management
Texas
$306M -$1.22M -0.4% 1.23% 82.6% 161 31.06%
FAM
4739
Fearnley Asset Management
$306M +$88.1M +40% 44.4% 24 33.33%
ACM
4740
Aster Capital Management
United Arab Emirates
$306M +$77.6M +34% 1.09% 1,464 72.75%
RFM
4741
RPD Fund Management
New York
$306M +$75.3M +33% 30.6% 8 50%
IPGDR
4742
Investidor Profissional Gestao de Recursos
Brazil
$306M +$139M +83% 14.2% 48.1% 28 28.57%
SIM
4743
Synergy Investment Management
Florida
$306M +$23.2M +8% 2.36% 911 85.84%
GFPC
4744
Global Financial Private Client
Florida
$306M +$20.3M +7% 0.2% 90.4% 246 11.79%
PS
4745
Planned Solutions
California
$306M -$6.18M -2% 1.8% 60.8% 147 10.88%
EFH
4746
Eaton Financial Holdings
Florida
$305M -$66.6M -18% 2.3% 144 20.14%
S
4747
Sunpointe
Missouri
$305M +$3.68M +1% 0.72% 297 22.56%
BICM
4748
Breach Inlet Capital Management
South Carolina
$305M +$92.2M +43% 0.19% 13 15.38%
DFG
4749
Demars Financial Group
Washington
$304M +$4.93M +2% 0.91% 60.9% 108 22.22%
BPH
4750
Boundless Plain Holdings
$304M -$9.89M -3% 8.28% 23 21.74%