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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
MI
4951
Merk Investments
California
$179M +$33.1M +23% 21% 338% 14 0%
MS
4952
Marshall & Sullivan
Washington
$179M -$28M -14% 7.05% 82% 42 14.29%
AS
4953
American Securities
New York
$179M +$30.3M +20% 20.3% 1 0%
T
4954
TRUADVICE
Florida
$179M +$72.8M +68% 1.32% 21.6% 140 27.86%
IAS
4955
Investment Advisory Services
Texas
$179M -$3.92M -2% 2.21% 65.4% 101 12.87%
SAM
4956
Stone Asset Management
Texas
$179M +$9.47M +6% 6.33% 50 24%
GSAM
4957
Grant Street Asset Management
Pennsylvania
$179M -$9.96M -5% 3.72% 35.9% 65 36.92%
MWP
4958
Madison Wealth Partners
Wisconsin
$179M -$20.1M -10% 5.14% 55.3% 84 14.29%
FFC
4959
Fure Financial Corporation
Minnesota
$179M +$34.6M +24% 0.18% 59.5% 86 55.81%
NFP
4960
Narus Financial Partners
Utah
$179M 0.41% 89.8% 112
SFPG
4961
Stonebridge Financial Planning Group
Florida
$179M -$12M -6% 6.79% 54.7% 411 73.24%
SW
4962
Solidarity Wealth
Utah
$179M 2.02% 66.2% 116
CB
4963
CNB Bank
Pennsylvania
$179M -$3.99M -2% 2.51% 79.1% 545 22.2%
SSW
4964
Stone Summit Wealth
Florida
$178M +$55.2M +45% 5.27% 59.6% 131 22.9%
LCH
4965
Lee Capital Holdings
New York
$178M -$12.5M -7% 5.87% 34.4% 78 55.13%
VIG
4966
Vienna Insurance Group
Poland
$178M +$32.1M +22% 6.39% 88.1% 37 18.92%
PBT
4967
Pictet Bank & Trust
Bahamas
$178M -$15.4M -8% 5.49% 66.3% 68 16.18%
SCM
4968
Salem Capital Management
Massachusetts
$178M -$14.4M -7% 0.47% 32.3% 72 5.56%
ACH
4969
Axis Capital Holdings
Bermuda
$178M -$9.34M -5% 4.98% 67% 3 0%
CWAF
4970
Core Wealth Advisors (Florida)
Florida
$178M +$10.8M +6% 5.23% 48.8% 238 29.83%
LCMP
4971
Linse Capital Management PR
Puerto Rico
$178M -$171M -49% 4.36% 1 0%
PFMU
4972
Privium Fund Management (UK)
United Kingdom
$178M +$51.4M +41% 12.2% 27.7% 135 88.15%
P
4973
&Partners
Tennessee
$178M +$12.3M +7% 2.32% 62.7% 204 16.18%
SFI
4974
Sonic Fund II
Hawaii
$178M +$23.6M +15% 5.93% 119% 28 14.29%
SIRP
4975
Shelter Insurance Retirement Plan
Missouri
$178M -$10.8M -6% 5.66% 51.1% 8 0%