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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
FCG
5401
Financial Connections Group
California
$153M +$11.7M +8% 5.04% 44.4% 293 24.91%
PFG
5402
Pacific Financial Group
Washington
$152M +$19.8M +15% 5.51% 61.1% 57 7.02%
HI
5403
Harrington Investments
California
$152M +$7.56M +5% 7.02% 92.5% 80 2.5%
RWG
5404
Regal Wealth Group
California
$152M +$11.7M +8% 5.45% 17% 49 10.2%
OPWM
5405
Oxinas Partners Wealth Management
Indiana
$152M +$13.9M +10% 10.1% 91.4% 134 26.87%
GAA
5406
Green Alpha Advisors
Colorado
$152M +$9.82M +7% 6.2% 267% 153 1.96%
ACM
5407
Aubrey Capital Management
United Kingdom
$152M -$20M -12% 1.84% 296% 61 39.34%
CPSC
5408
Carl P. Sherr & Co
Massachusetts
$152M +$12.8M +9% 6.42% 68.8% 120 9.17%
DF
5409
Dunhill Financial
United Kingdom
$152M 3.93% 58.6% 85
OCM
5410
Orion Capital Management
California
$152M +$2.8M +2% 9.61% 75.3% 464 71.77%
CRI
5411
Colonial River Investments
Virginia
$152M -$18.3M -11% 5.46% 144% 214 32.71%
MVP
5412
Miller Value Partners
Florida
$152M -$1.45B -91% 5.88% 133% 94 55.32%
TAA
5413
Turiya Advisors Asia
Hong Kong
$152M -$248M -62% 5.03% 247% 4 50%
CL
5414
COWA LLC
Oklahoma
$152M +$29.3M +24% 2.03% 65.5% 124 16.13%
SS
5415
Sound Stewardship
Kansas
$152M +$3.22M +2% 1.85% 43.2% 61 3.28%
VU
5416
Valence8 US
Massachusetts
$152M -$18.3M -11% 4.23% 69.9% 15 20%
3C
5417
325 Capital
New York
$152M +$37.3M +33% 14% 226% 9 0%
LIM
5418
Loudon Investment Management
New Hampshire
$152M +$7.31M +5% 4.13% 61.6% 93 3.23%
WI
5419
WJ Interests
Texas
$152M +$7.08M +5% 2.68% 50.6% 17 41.18%
MF
5420
Montis Financial
Massachusetts
$152M +$22.4M +17% 6.73% 46% 68 13.24%
GIS
5421
Graphene Investments SAS
France
$152M +$2.13M +1% 7.96% 86.5% 46 2.17%
WSWA
5422
Warren Street Wealth Advisors
California
$152M +$11.2M +8% 4.78% 75.7% 78 7.69%
NECFA
5423
New England Capital Financial Advisors
Connecticut
$152M +$9.98M +7% 6.02% 55.6% 449 15.14%
NPP
5424
New Potomac Partners
Maryland
$152M +$7.36M +5% 6.59% 37.2% 73 6.85%
AIM
5425
Alhambra Investment Management
Florida
$152M +$5.89M +4% 3.87% 61.5% 156 14.1%