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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
PGWM
5226
Parisi Gray Wealth Management
New Jersey
$131M -$60.1M -31% 5.25% 120% 104 24.04%
AWP
5227
Accretive Wealth Partners
New Jersey
$131M -$6.44M -5% 3.47% 57.3% 108 4.63%
SL
5228
SIB LLC
New York
$131M -$1.77M -1% 2.24% 29.2% 19 5.26%
CIA
5229
Citadel Investment Advisory
Ohio
$131M -$16.4M -11% 8.17% 67.4% 81 6.17%
TSWM
5230
Tyler-Stone Wealth Management
Ohio
$131M -$18.9M -13% 5.28% 924 7.58%
APIM
5231
Agate Pass Investment Management
Washington
$131M -$11M -8% 5.01% 68% 94 7.45%
MSCM
5232
McElhenny Sheffield Capital Management
Texas
$131M -$83.6M -39% 3.04% 86.3% 110 32.73%
SWP
5233
ShoreHaven Wealth Partners
New Jersey
$131M -$8.32M -6% 6.67% 63.8% 83 32.53%
JFG
5234
Jefferies Financial Group
New York
$131M -$18.7M -12% 11.6% 135% 6 0%
PIM
5235
Profit Investment Management
Maryland
$131M -$5.5M -4% 1.59% 101% 79 3.8%
CAAM
5236
Cornerstone Advisors Asset Management
Pennsylvania
$131M -$9.93M -7% 5.88% 41.2% 72 20.83%
SV
5237
Sturgeon Ventures
United Kingdom
$130M -$18.5M -12% 0.86% 85.9% 42 40.48%
VW
5238
Vance Wealth
California
$130M +$793K +0.6% 6.22% 66.4% 68 13.24%
SRAM
5239
Spouting Rock Asset Management
Pennsylvania
$130M -$23.9M -16% 0.49% 74.7% 161 29.19%
FCMV
5240
Foresite Capital Management V
California
$130M -$13.1M -9% 3.56% 401% 14 0%
UOMF
5241
University of Massachusetts Foundation
Massachusetts
$130M +$13.3M +11% 7.13% 53.6% 5 20%
HVCM
5242
Hel Ved Capital Management
Hong Kong
$130M -$33.1M -20% 10.4% 1,351% 18 55.56%
ZC
5243
Zoom Communications
California
$130M +$8.63M +7% 7.88% 10.7% 3 0%
LBC
5244
Lawrence B. Cohen
$130M -$10.6M -8% 4.38% 41.8% 68 14.71%
BAM
5245
Byrne Asset Management
New Jersey
$130M -$5.71M -4% 4.32% 116% 567 17.64%
UCIG
5246
Ulrich Consultants & Investment Group
New Mexico
$130M -$52.9M -29% 3.19% 71 28.17%
RWG
5247
Regal Wealth Group
California
$130M -$8.98M -6% 4.37% 17% 49 12.24%
GCM
5248
Goldstream Capital Management
Hong Kong
$130M +$14.8M +13% 15.2% 686% 21 61.9%
MUAMU
5249
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$130M -$43.6M -25% 3.65% 138% 86 16.28%
AIA
5250
Arrow Investment Advisors
Maryland
$129M +$4.29M +3% 3.73% 36.3% 78 34.62%