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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
PKC
5701
Palmer Knight Company
Florida
$260M +$54.8M +27% 23.8% 78.9% 37 16.22%
MAMHA
5702
MY.Alpha Management HK Advisors
Hong Kong
$260M +$13.8M +6% 37.8% 423% 14 57.14%
CWA
5703
Clarus Wealth Advisors
Arizona
$260M +$25M +11% 16.5% 96 18.75%
WI
5704
WJ Interests
Texas
$259M -$1.04M -0.4% 10.4% 50.6% 23 17.39%
DG
5705
Diesslin Group
Texas
$259M +$37.2M +17% 12.4% 63 22.22%
ORG
5706
Optimist Retirement Group
Washington
$259M +$32.4M +14% 20.4% 125 15.2%
CI
5707
Cherokee Insurance
Michigan
$259M -$4.33M -2% 12.1% 129 10.08%
ECA
5708
Elevation Capital Advisory
Oregon
$259M +$24.1M +10% 15.6% 87 52.87%
PWG
5709
Private Wealth Group
Florida
$259M +$44.5M +21% 11.6% 48.2% 79 13.92%
HFO
5710
Heritage Family Offices
Arizona
$259M +$33.4M +15% 15.7% 258 33.72%
EWM
5711
Endowment Wealth Management
Wisconsin
$259M +$32.5M +14% 12.3% 66.3% 190 17.89%
CSA
5712
Cottage Street Advisors
Massachusetts
$259M +$27.4M +12% 16.9% 91.4% 157 17.2%
I2I
5713
Insight 2811 Inc
Illinois
$259M +$19.4M +8% 9.13% 30.8% 109 8.26%
PEWA
5714
Pacific Excel Wealth Advisors
California
$258M +$163M +172% 15.8% 324 86.42%
RWS
5715
Resolute Wealth Strategies
Mississippi
$258M +$26.4M +11% 15.2% 105% 140 24.29%
M1FG
5716
Mach-1 Financial Group
Arkansas
$258M -$26M -9% 12.9% 83.4% 182 39.56%
BPCM
5717
Beach Point Capital Management
California
$258M +$3.99M +2% 21.7% 110% 14 21.43%
DC
5718
Darrow Company
Massachusetts
$258M +$35.9M +16% 11.6% 41.1% 60 10%
LAS
5719
Lloyd Advisory Services
Georgia
$258M -$91.4M -26% 8.99% 47.7% 1,064 62.78%
FCM
5720
Family Capital Management
Michigan
$258M +$33.1M +15% 15.6% 70.5% 117 12.82%
GHP
5721
Great Hill Partners
Massachusetts
$258M +$48M +23% 22.9% 24% 1 0%
ROC
5722
Robertson Opportunity Capital
Texas
$258M -$2.22M -0.9% 11.5% 93.4% 31 9.68%
IMC
5723
Inherent Management Corp
New York
$258M +$60.9M +31% 4.62% 12 33.33%
EA
5724
Ergawealth Advisors
Illinois
$258M +$31.3M +14% 12.3% 47.7% 58 12.07%
PHM
5725
Prospect Hill Management
New Jersey
$257M +$33.1M +15% 13% 85.1% 14 0%