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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
GPI
6026
General Partner Inc
Pennsylvania
$114M +$5.04M +5% 7.69% 74% 241 61.41%
MFG
6027
MTM Financial Group
Pennsylvania
$114M -$1.01M -0.9% 3.13% 36.5% 50 12%
LC
6028
Longitude (Cayman)
Cayman Islands
$114M +$35.5M +45% 36.6% 78 30.77%
OFG
6029
OTA Financial Group
New York
$114M +$13.3M +13% 11.3% 320% 96 79.17%
SAMT
6030
Select Asset Management & Trust
Pennsylvania
$113M +$30.2M +36% 3.84% 68.4% 62 14.52%
SKK
6031
Shepherd Kaplan Krochuk
Massachusetts
$113M -$55.2M -33% 2.84% 38.5% 73 26.03%
SW
6032
SMART Wealth
Nebraska
$113M -$19.6M -15% 4.16% 77.7% 87 22.99%
SM
6033
Salzhauer Michael
$113M -$57.3M -34% 15.3% 107% 117 17.95%
GF
6034
Gates Foundation
Washington
$113M -$16.5M -13% 10.1% 58.1% 9 0%
AWA
6035
Aletheian Wealth Advisors
Washington
$113M -$2.61M -2% 5.97% 87 33.33%
SW
6036
Signify Wealth
Missouri
$113M -$1M -0.9% 7.32% 36.7% 33 30.3%
KGAMU
6037
KPS Global Asset Management (UK)
United Kingdom
$113M +$26.8M +31% 41.3% 523% 5 0%
RWM
6038
Refined Wealth Management
Utah
$113M -$1.04M -0.9% 9.59% 76.8% 29 24.14%
GA
6039
GraniteShares Advisors
New York
$113M -$7.91M -7% 7.89% 86.2% 169 49.11%
MCA
6040
Maryland Capital Advisors
Maryland
$113M +$6.11M +6% 4.16% 237 6.75%
LC
6041
Lakehouse Capital
Australia
$113M +$12.2M +12% 24% 47.2% 14 7.14%
ACM
6042
Absolute Capital Management
Pennsylvania
$113M +$21.3M +23% 4.19% 91% 89 39.33%
AWA
6043
Archvest Wealth Advisors
California
$113M +$11.8M +12% 5.57% 47.8% 46 15.22%
ALWM
6044
Andrews Lucia Wealth Management
California
$113M +$5.37M +5% 4.25% 59.7% 25 4%
CP
6045
Castleview Partners
Texas
$113M +$10.1M +10% 5.66% 54.5% 729 21.67%
CSIA
6046
Conrad Siegel Investment Advisors
Pennsylvania
$113M +$12.7M +13% 6.14% 58.4% 28 3.57%
RFP
6047
RCS Financial Planning
Maryland
$113M +$9.8M +10% 4.79% 42.8% 53 13.21%
HAG
6048
HF Advisory Group
Maryland
$113M +$13.8M +14% 5.83% 64.2% 134 2.24%
TC
6049
Tenret Company
Florida
$113M +$9.76M +9% 5.33% 27 7.41%
EWM
6050
Evergreen Wealth Management
Michigan
$113M +$3.92M +4% 6.64% 62.1% 56 12.5%