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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
MP
5651
Marlowe Partners
New York
$134M -$42.4M -24% 8.75% 16.3% 10 30%
TPWM
5652
Twelve Points Wealth Management
Massachusetts
$134M +$10.4M +8% 2.41% 42.6% 188 20.74%
BWM
5653
Boyd Wealth Management
California
$134M -$3.99M -3% 5.41% 51.1% 43 16.28%
TC
5654
Tatro Capital
Kentucky
$134M -$5.54M -4% 4.56% 103 28.16%
DU
5655
Delphia (USA)
Ontario, Canada
$134M +$39.4M +42% 3.03% 425 61.41%
NCG
5656
Newport Capital Group
New Jersey
$133M -$1.53M -1% 3.86% 60 3.33%
FCMI
5657
Foresite Capital Management II
California
$133M -$130M -49% 48.9% 66.2% 2 50%
CNFG
5658
Creegan & Nassoura Financial Group
New Hampshire
$133M +$1.26M +1% 0% 52.6% 77 1.3%
UIA
5659
Ulland Investment Advisors
Minnesota
$133M -$23.4M -15% 6.64% 154% 278 24.46%
FCFC
5660
First Citizens Financial Corp
Iowa
$133M -$3.6M -3% 3.4% 68.1% 108 7.41%
PCMM
5661
Piedmont Capital Management (Montana)
Montana
$133M +$5.86M +5% 0.79% 76.1% 50 28%
IAP
5662
Indie Asset Partners
Indiana
$133M -$4.68M -3% 2.18% 121% 133 12.03%
BIA
5663
Benchmark Investment Advisors
Illinois
$133M +$11.7M +10% 6.05% 161 44.72%
LAI
5664
Legal Advantage Investments
California
$133M -$14.4M -10% 8.55% 105% 85 15.29%
RF
5665
Robbins Farley
New Hampshire
$133M -$2.44M -2% 6.42% 98.2% 193 40.93%
PWMG
5666
Pinnacle Wealth Management Group
Michigan
$133M -$2.02M -1% 0.96% 55.7% 136 25%
NVCHI
5667
New Vernon Capital Holdings II
New Jersey
$133M -$78.6M -37% 5.47% 78.2% 19 31.58%
ACM
5668
Agincourt Capital Management
Virginia
$133M -$2.61M -2% 5.27% 0.36% 4 0%
TWM
5669
Tanager Wealth Management
United Kingdom
$133M +$262K +0.2% 4.57% 48.1% 43 11.63%
WAC
5670
William Allan Corp
Colorado
$133M -$7.98M -6% 5.88% 50.4% 94 52.13%
WIM
5671
Wilen Investment Management
Florida
$133M +$1.62M +1% 13.7% 79.9% 96 10.42%
RFO
5672
RiverGlades Family Offices
Florida
$133M -$5.49M -4% 2.66% 85 8.24%
LA
5673
Lakeside Advisors
Washington
$132M -$3.12M -2% 1.01% 64.4% 59 8.47%
MA
5674
MKT Advisors
California
$132M +$4.8M +4% 2.9% 49.2% 155 16.13%
MBFW
5675
Morton Brown Family Wealth
Pennsylvania
$132M +$1.84M +1% 4.39% 50% 232 38.36%