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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
MA
4876
Mezzasalma Advisors
New Jersey
$233M +$21.7M +10% 10.5% 194% 111 40.54%
IFPG
4877
Intrepid Financial Planning Group
Indiana
$233M +$1.59M +0.7% 2.79% 92.5% 136 12.5%
GCM
4878
Gunderson Capital Management
South Carolina
$233M +$17.7M +8% 11.2% 947% 53 49.06%
PP
4879
Pacifica Partners
Canada
$233M +$7.32M +3% 3.36% 123% 575 19.13%
AFG
4880
American Financial Group
Ohio
$233M -$33.2M -12% 3.36% 32.5% 70 4.29%
RS
4881
Rakuten Securities
Japan
$233M +$4.51M +2% 16.1% 795 20.25%
DS
4882
Dalal Street
Texas
$233M +$17.1M +8% 7.56% 92.7% 4 0%
WMR
4883
Wealth Management Resources
Rhode Island
$233M +$1.38M +0.6% 0.12% 36.5% 40 17.5%
CCM
4884
Campbell Capital Management
Florida
$233M +$5.84M +3% 7.02% 65 47.69%
FFG
4885
Fortem Financial Group
California
$233M +$4.76M +2% 3.33% 179% 175 9.71%
BIG
4886
Brooklyn Investment Group
New York
$232M $0 0% 4.8% 229 0%
GBI
4887
GP Brinson Investments
Illinois
$232M -$1.69M -0.7% 1.96% 45.5% 16 6.25%
TPC
4888
Takeda Pharmaceutical Company
Japan
$232M -$56.7M -20% 3.47% 15 13.33%
C1AG
4889
Client 1st Advisory Group
Florida
$232M +$9.59M +4% 1.81% 57.4% 119 10.08%
HIC
4890
Harbor Island Capital
Massachusetts
$232M +$13.9M +6% 6.55% 231% 15 0%
NOI
4891
Newton One Investments
Delaware
$232M +$4.56M +2% 0.31% 38.7% 116 2.59%
RFP
4892
Roth Financial Partners
Texas
$232M +$6.03M +3% 1.04% 54.3% 32 6.25%
GWM
4893
Gray Wealth Management
Maine
$232M +$7.83M +3% 2.84% 22.1% 138 5.07%
MPAM
4894
Murphy Pohlad Asset Management
Minnesota
$232M -$23.7M -9% 3.97% 75.1% 123 10.57%
TSS
4895
Thomas Story & Son
Indiana
$232M -$5.15M -2% 1.23% 91.8% 54 5.56%
VP
4896
venBio Partners
California
$232M -$50.4M -18% 23.4% 564% 6 16.67%
HS
4897
Horan Securities
United States
$231M +$19.4M +9% 2.16% 50.1% 129 16.28%
CFG
4898
Clayton Financial Group
Missouri
$231M +$11.4M +5% 0.77% 107 2.8%
AWA
4899
ARQ Wealth Advisors
Arizona
$231M +$863K +0.4% 1.75% 53.3% 88 7.95%
EAM
4900
Eukles Asset Management
Ohio
$231M +$1.13M +0.5% 2.23% 77.2% 236 2.12%