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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
NG
4826
NatWest Group
United Kingdom
$192M +$7.46M +4% 15.5% 207% 56 41.07%
PHAM
4827
Palisades Hudson Asset Management
Florida
$192M +$5.55M +3% 4.95% 66.8% 101 7.92%
DFA
4828
DHJJ Financial Advisors
Illinois
$192M +$7.87M +4% 6.45% 56.7% 142 7.75%
DF
4829
DecisionPoint Financial
Arizona
$192M +$18.9M +11% 3.01% 43.3% 219 20.09%
IP
4830
Investment Partners
Ohio
$192M +$1.34M +0.7% 5.46% 74.1% 140 11.43%
TGM
4831
Tenzing Global Management
California
$192M +$28.1M +17% 15.3% 273% 19 52.63%
CWA
4832
Centennial Wealth Advisory
Michigan
$192M +$3.34M +2% 3.5% 57.6% 143 25.17%
TPW
4833
Transatlantique Private Wealth
New York
$192M +$10.9M +6% 5.67% 89% 209 8.61%
TPCM
4834
Two Point Capital Management
New York
$192M +$21.8M +13% 10.7% 22 0%
LHCM
4835
Lloyd Harbor Capital Management
New York
$192M +$50.1M +35% 13.3% 144% 22 54.55%
FCAG
4836
First Capital Advisors Group
New Jersey
$192M +$35.9M +23% 6.39% 972 77.98%
SFP
4837
Sandbox Financial Partners
Maryland
$192M +$25.8M +16% 10% 69.6% 99 12.12%
WF
4838
Whelan Financial
California
$191M +$11M +6% 4.51% 57.9% 32 6.25%
OGF
4839
Orin Green Financial
California
$191M +$6.54M +4% 3.74% 53.3% 78 12.82%
SL
4840
SWMG LLC
Texas
$191M +$11.9M +7% 4.08% 61.3% 103 22.33%
KSCM
4841
King Street Capital Management
New York
$191M -$21.5M -10% 3.49% 140% 17 58.82%
FFA
4842
Fi3 Financial Advisors
Indiana
$191M +$3.61M +2% 7.56% 83.1% 82 19.51%
OWIM
4843
Old West Investment Management
California
$191M +$5.23M +3% 7.22% 242% 58 31.03%
DP
4844
Divergent Planning
Maryland
$191M +$13.2M +7% 3.17% 43.3% 26 15.38%
CSC
4845
Caldwell Sutter Capital
California
$191M +$53.7M +39% 4.12% 79.5% 875 36.11%
TFA
4846
TPG Financial Advisors
Oregon
$191M +$7.82M +4% 2.8% 49 4.08%
GGI
4847
GPM Growth Investors
Michigan
$191M +$18M +10% 8.86% 41 9.76%
WA
4848
Wealthstream Advisors
New York
$191M +$23.2M +14% 6.25% 88.2% 98 21.43%
HSCU
4849
Half Sky Capital (UK)
United Kingdom
$191M +$14.1M +8% 13% 13% 9 0%
SCMS
4850
Serenity Capital Management (Singapore)
Singapore
$191M -$13.6M -7% 13% 21% 4 0%