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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
NFG
4751
Norris Financial Group
South Carolina
$306M +$12.2M +4% 5.79% 142% 110 23.64%
MWA
4752
Medallion Wealth Advisors
Connecticut
$306M +$8.65M +3% 0.45% 1,164 7.56%
LAM
4753
Lifestyle Asset Management
Texas
$306M -$1.22M -0.4% 1.23% 82.6% 161 31.06%
FAM
4754
Fearnley Asset Management
$306M +$88.1M +40% 44.4% 24 33.33%
ACM
4755
Aster Capital Management
United Arab Emirates
$306M +$77.6M +34% 1.09% 1,464 72.75%
RFM
4756
RPD Fund Management
New York
$306M +$75.3M +33% 30.6% 8 50%
IPGDR
4757
Investidor Profissional Gestao de Recursos
Brazil
$306M +$139M +83% 14.2% 51.8% 28 28.57%
SIM
4758
Synergy Investment Management
Florida
$306M +$23.2M +8% 2.36% 911 85.84%
GFPC
4759
Global Financial Private Client
Florida
$306M +$20.3M +7% 0.2% 90.4% 246 11.79%
PS
4760
Planned Solutions
California
$306M -$6.18M -2% 1.8% 60.8% 147 10.88%
EFH
4761
Eaton Financial Holdings
Florida
$305M -$66.6M -18% 2.3% 144 20.14%
S
4762
Sunpointe
Missouri
$305M +$3.68M +1% 0.72% 297 22.56%
BICM
4763
Breach Inlet Capital Management
South Carolina
$305M +$92.2M +43% 0.19% 13 15.38%
DFG
4764
Demars Financial Group
Washington
$304M +$4.93M +2% 0.91% 60.9% 108 22.22%
BPH
4765
Boundless Plain Holdings
$304M -$9.89M -3% 8.28% 23 21.74%
ECAM
4766
East Coast Asset Management
Massachusetts
$303M -$36.6M -11% 7.45% 147% 71 7.04%
EC
4767
Engaged Capital
California
$303M -$88.6M -23% 10.1% 26.2% 9 11.11%
TC
4768
Tejara Capital
United Kingdom
$303M -$121M -29% 7.1% 17.3% 94 56.38%
BCC
4769
Bain Capital Credit
Massachusetts
$303M -$79.3M -21% 6.95% 14.4% 6 0%
BKA
4770
Brick & Kyle Associates
Pennsylvania
$303M +$20.8M +7% 0.84% 97.4% 101 45.54%
SF
4771
Slagle Financial
Illinois
$303M +$16.3M +6% 3.55% 77.9% 129 14.73%
AFO
4772
Arrowroot Family Office
California
$302M +$27.6M +10% 0.44% 163 18.4%
LKBC
4773
L.K. Benson & Company
Maryland
$302M +$103M +52% 4.56% 115 4.35%
NFGCM
4774
Norman Fields Gottscho Capital Management
New York
$302M -$7.8M -3% 0.59% 94% 67 11.94%
OWM
4775
OneAscent Wealth Management
Alabama
$302M +$2.02M +0.7% 1.11% 50.6% 180 18.33%