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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
BP
5076
BCK Partners
New York
$148M +$9.28M +7% 5.96% 44.6% 28 3.57%
PP
5077
Pacifica Partners
Canada
$147M +$8.93M +6% 9.91% 123% 511 14.29%
ACM
5078
AUA Capital Management
Pennsylvania
$147M -$4.15M -3% 6.47% 53.5% 375 8.8%
CJFS
5079
Coulter & Justus Financial Services
Tennessee
$147M +$18.7M +15% 8.6% 55 27.27%
CAGAS
5080
Capital Advisory Group Advisory Services
Minnesota
$147M +$3.23M +2% 8.09% 62.3% 141 7.09%
AMR
5081
Asset Management Resources
Massachusetts
$147M +$45M +44% 5.69% 58 20.69%
SCM
5082
Stadium Capital Management
Connecticut
$147M -$21.3M -13% 2.65% 11% 13 30.77%
MAG
5083
Members Advisory Group
New York
$147M +$12.5M +9% 4.57% 70.6% 23 34.78%
RCM
5084
Rings Capital Management
Illinois
$147M +$35.6M +32% 10.3% 49.5% 7 42.86%
PFU
5085
Parus Finance (UK)
United Kingdom
$147M +$32M +28% 12.6% 199% 28 3.57%
STC
5086
Sarah T. Connolly
$147M +$10.8M +8% 10.3% 35% 97 5.15%
TSWM
5087
Tyler-Stone Wealth Management
Ohio
$147M +$15.9M +12% 8.4% 930 8.28%
TPWM
5088
Twelve Points Wealth Management
Massachusetts
$147M +$18.1M +14% 9.35% 42.6% 169 10.06%
MM
5089
MQS Management
New York
$147M -$7.55M -5% 7.47% 9.76% 632 80.7%
SRA
5090
Summit Rock Advisors
New York
$147M +$18.7M +15% 16.9% 5 60%
WIP
5091
WealthCare Investment Partners
Rhode Island
$147M +$25.9M +21% 7.34% 47.9% 121 17.36%
WLPWM
5092
Walled Lake Planning & Wealth Management
Illinois
$147M +$3.65M +3% 14.8% 51.7% 87 50.57%
RFG
5093
Range Financial Group
Oregon
$147M +$17.4M +13% 12.4% 188% 191 33.51%
MBFW
5094
Morton Brown Family Wealth
Pennsylvania
$147M +$21.2M +17% 7.15% 50% 227 35.68%
AIA
5095
Acute Investment Advisory
Arizona
$147M +$7.37M +5% 0.16% 15.3% 33 60.61%
MCM
5096
Moon Capital Management
New York
$147M +$68.2M +87% 11.3% 95.6% 14 14.29%
PE
5097
Platinum Equity
California
$146M -$12.5M -8% 6.52% 56.5% 8 0%
HA
5098
HC Advisors
Georgia
$146M +$1.25M +0.9% 6.58% 55.2% 92 16.3%
VF
5099
VitalStone Financial
Texas
$146M 3.41% 615
MWM
5100
McNaughton Wealth Management
California
$146M +$10.1M +7% 5.59% 50.3% 55 5.45%