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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
FOR
5601
Family Office Research
Maryland
$229M +$17.2M +8% 5.19% 74 12.16%
ACP
5602
Arcus Capital Partners
Georgia
$229M -$2.58M -1% 5.09% 69.2% 139 25.9%
KC
5603
Kinloch Capital
Virginia
$229M +$13.8M +6% 6.56% 63.4% 77 7.79%
MW
5604
Melia Wealth
Oklahoma
$228M +$19.6M +9% 0.03% 23 8.7%
FF
5605
Foronjy Financial
California
$228M +$14.6M +7% 5.41% 116 19.83%
SWM
5606
StoneCrest Wealth Management
Arizona
$228M +$18.3M +9% 11.2% 81 24.69%
BP
5607
Bandera Partners
New York
$228M +$6.27M +3% 12.4% 55.4% 14 7.14%
MC
5608
Merck & Co
New Jersey
$228M +$12.4M +6% 10.3% 13 0%
MAM
5609
Mainsail Asset Management
Alabama
$228M +$66.3M +41% 5.62% 93 37.63%
6F
5610
626 Financial
Michigan
$228M +$14.1M +7% 7.52% 71.3% 121 9.09%
CPW
5611
Catalyst Private Wealth
California
$228M +$3.04M +1% 3.65% 103% 82 6.1%
BWG
5612
Balanced Wealth Group
Ohio
$228M -$2.56M -1% 7.89% 70 1.43%
SC
5613
Scholtz & Company
Connecticut
$228M -$212K -0.1% 3.53% 89.2% 54 9.26%
BBW
5614
Blue Barn Wealth
Utah
$228M +$15.3M +7% 5.81% 46.4% 184 21.74%
WWM
5615
WJ Wealth Management
Arizona
$227M -$89.3M -28% 7.65% 90.6% 106 41.51%
SC
5616
Summa Corp
Texas
$227M +$35M +18% 14.8% 82 14.63%
CCAM
5617
Cascades Capital Asset Management
North Carolina
$227M +$32.7M +17% 7.96% 165 19.39%
VCM
5618
Viewpoint Capital Management
Washington
$227M +$23.3M +11% 11.7% 120% 152 11.84%
SS
5619
Spinecap SAS
France
$227M +$35M +18% 18.3% 15 33.33%
HWM
5620
HighMark Wealth Management
Minnesota
$227M +$22.6M +11% 14% 110% 679 20.18%
ICMM
5621
Integrated Capital Management (Michigan)
Michigan
$227M +$18.6M +9% 9.26% 66 21.21%
SHFP
5622
Second Half Financial Partners
Florida
$227M +$14.8M +7% 4.6% 36.8% 100 14%
CP
5623
Creekside Partners
California
$227M +$16.4M +8% 7.84% 175 4%
MM
5624
Monolith Management
Hong Kong
$227M -$55.9M -20% 19.8% 35 80%
HWMT
5625
Heritage Wealth Management (Texas)
Texas
$227M +$25.5M +13% 6.09% 52.3% 40 15%