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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
RHP
4851
Royal Harbor Partners
Texas
$295M -$7.16M -2% 1.54% 49.5% 61 32.79%
MSWM
4852
Master's Wealth Management
Pennsylvania
$295M +$17.2M +6% 0.71% 86 29.07%
CA
4853
Claar Advisors
New York
$295M -$47M -14% 10.1% 63% 18 16.67%
KNFPWM
4854
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$295M +$6.32M +2% 1.07% 86 12.79%
MFC
4855
Morris Financial Concepts
South Carolina
$295M +$9.02M +3% 1.12% 56.5% 199 5.03%
PC
4856
Permit Capital
Pennsylvania
$294M -$27M -8% 5.5% 121% 19 0%
KCFA
4857
Key Client Fiduciary Advisors
New Jersey
$294M +$919K +0.3% 2.02% 95.1% 234 14.1%
SM
4858
Selkirk Management
New Jersey
$294M -$83.9M -22% 19.9% 245% 12 8.33%
BIC
4859
B&I Capital
Switzerland
$294M +$12.9M +5% 4.4% 30.5% 28 25%
TJHA
4860
Thomas J. Herzfeld Advisors
Florida
$294M -$1.55M -0.5% 2.53% 17.7% 132 31.82%
PCI
4861
Pacifica Capital Investments
Texas
$294M -$73.3M -20% 2.88% 70.4% 15 0%
DMBA
4862
Deseret Mutual Benefit Administrators
Utah
$294M +$59.2M +25% 3.57% 51.4% 512 3.32%
MEPT
4863
Missouri Education Pension Trust
Missouri
$294M -$55.9M -16% 0.47% 2 0%
ECM
4864
Engle Capital Management
Connecticut
$293M +$34.3M +13% 10.3% 289% 31 41.94%
HAG
4865
HF Advisory Group
Maryland
$293M +$6.81M +2% 0.85% 64.2% 175 9.14%
CWA
4866
Consilium Wealth Advisory
Texas
$293M +$22.2M +8% 0.37% 118% 109 20.18%
MIM
4867
Montgomery Investment Management
Maryland
$293M +$15.2M +5% 9.16% 98.4% 104 8.65%
FI
4868
Firetrail Investments
Australia
$293M -$12.1M -4% 0.04% 29 3.45%
RFP
4869
Roth Financial Partners
Texas
$293M -$10.3M -3% 0.65% 54.3% 33 9.09%
FWP
4870
Family Wealth Partners
North Carolina
$293M +$15.4M +6% 0.48% 112 24.11%
NC
4871
Nixon Capital
Texas
$293M -$86.2M -23% 9.02% 118% 31 35.48%
SG
4872
Sharper & Granite
California
$293M +$8.8M +3% 0.11% 47.1% 108 1.85%
CW
4873
Curio Wealth
Maryland
$293M +$10.3M +4% 0.13% 1,298 67.03%
WFS
4874
Walker Financial Services
Kentucky
$292M +$16.4M +6% 0.51% 18.9% 44 9.09%
BCM
4875
Barometer Capital Management
Ontario, Canada
$292M -$123M -30% 14.9% 336% 185 67.57%