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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
RWG
5226
Regal Wealth Group
California
$177M +$10.9M +7% 6.99% 17% 51 3.92%
AIA
5227
Armor Investment Advisors
North Carolina
$177M +$18M +11% 6.45% 56.6% 167 8.98%
MSAGDF
5228
Moneda SA Administradora General de Fondos
Chile
$177M -$145K -0.1% 2.35% 34.5% 43 0%
CAAM
5229
Cape Ann Asset Management
United Kingdom
$177M -$22.1M -11% 2.86% 199% 10 40%
YAL
5230
Your Advocates Ltd
Texas
$177M +$22.6M +15% 1.2% 50% 230 18.7%
CWA
5231
Carolina Wealth Advisors
South Carolina
$177M +$26M +17% 9.31% 57.5% 299 11.71%
SOCM
5232
SR One Capital Management
Pennsylvania
$177M 18% 656% 2
CWA
5233
Centennial Wealth Advisory
Michigan
$177M +$9.48M +6% 6.94% 57.6% 99 22.22%
VIP
5234
Viewpoint Investment Partners
Alberta, Canada
$177M +$5.25M +3% 5.46% 31.9% 13 30.77%
HCM
5235
Hall Capital Management
Rhode Island
$177M +$20.2M +13% 11.6% 98 6.12%
XT
5236
XTX Topco
Cayman Islands
$177M -$121M -41% 2.49% 87.3% 1,117 84.15%
CFA
5237
Camarda Financial Advisors
Florida
$177M +$28.3M +19% 11.1% 196% 116 57.76%
TPW
5238
TL Private Wealth
Texas
$177M -$6.35M -3% 5.75% 46% 51 3.92%
SI
5239
Saxon Interests
Texas
$177M 8.32% 73% 125
CSA
5240
Cottage Street Advisors
Massachusetts
$177M +$27.9M +19% 10.1% 91.4% 109 22.94%
OCPWS
5241
One Charles Private Wealth Services
Massachusetts
$177M +$2.97M +2% 5.06% 99.7% 136 23.53%
PCM
5242
Passive Capital Management
Maryland
$177M 5.82% 37.7% 48
BFG
5243
Baron Financial Group
New Jersey
$176M +$11.8M +7% 3.5% 52.1% 226 3.1%
NL
5244
NEPC LLC
Massachusetts
$176M -$164M -48% 4.06% 21.3% 52 42.31%
MP
5245
Marlowe Partners
New York
$176M +$8.41M +5% 6.83% 16.3% 10 40%
ACM
5246
Anabranch Capital Management
Connecticut
$176M +$2.16M +1% 3.97% 139% 8 12.5%
CI
5247
Carroll Investors
South Carolina
$176M 11.9% 241% 202
BCM
5248
Beddow Capital Management
Wyoming
$176M +$9.18M +5% 3.1% 50.7% 53 11.32%
NS
5249
Newman & Schimel
Illinois
$176M +$16.3M +10% 5.75% 52 11.54%
I2I
5250
Insight 2811 Inc
Illinois
$176M +$6.84M +4% 3.21% 30.8% 87 18.39%