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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
TFG
6751
Taylor Financial Group
Virginia
$170M -$3.63M -2% 0.24% 105 2.86%
ICM
6752
Islay Capital Management
Texas
$170M -$4.78M -3% 2.88% 66.3% 252 28.97%
AWP
6753
Astra Wealth Partners
New Jersey
$170M +$19.8M +13% 2.75% 108 17.59%
CIA
6754
Cascade Investment Advisors
Oregon
$170M +$4.97M +3% 3.23% 71.4% 118 6.78%
MEG
6755
Millstone Evans Group
Colorado
$170M +$12.6M +8% 2.76% 877 7.18%
HG
6756
Herbst Group
Connecticut
$170M +$9.1M +6% 4.06% 139% 70 38.57%
KPPF
6757
Klein Pavlis & Peasley Financial
California
$170M +$6.8M +4% 4.14% 104 25%
MM
6758
MQS Management
New York
$170M -$1.77M -1% 3.37% 6.42% 664 81.02%
FF
6759
Farrell Financial
New York
$170M +$10.1M +6% 1.88% 75 8%
NBWM
6760
North Berkeley Wealth Management
California
$170M +$42.8M +34% 1.64% 79 22.78%
MCA
6761
Millennium Capital Advisors
Arkansas
$170M +$3.96M +2% 4.2% 114% 137 11.68%
CWM
6762
Comprehensive Wealth Management
Washington
$170M +$28.5M +20% 1.06% 36.9% 40 2.5%
JGGDR
6763
JGP Global Gestao de Recursos
Brazil
$169M -$2.49M -1% 6.55% 206% 55 50.91%
RCF
6764
Rainwater Charitable Foundation
Texas
$169M +$9.98M +6% 0.63% 40.2% 4 0%
RCWM
6765
Royal Capital Wealth Management
Indiana
$169M +$6.41M +4% 4.3% 83.8% 94 5.32%
EWA
6766
EQ Wealth Advisors
Texas
$169M +$17.2M +11% 1.4% 259 80.69%
EECFX
6767
EnCap Energy Capital Fund XII
Texas
$169M 5.05% 1
CEFA
6768
Closed-End Fund Advisors
Virginia
$169M 1.6% 185
HEM
6769
Henson-Edgewater Management
Ohio
$169M 5.14% 65
AAS
6770
AdviceOne Advisory Services
Connecticut
$169M +$18.8M +12% 5.97% 41 19.51%
BCPE
6771
Bain Capital Public Equity
Massachusetts
$169M +$11.3M +7% 2.36% 169% 28 89.29%
EWA
6772
Exit Wealth Advisors
Georgia
$169M +$19.2M +13% 3.57% 164 48.17%
AAA
6773
American Alpha Advisors
New York
$169M +$24.8M +17% 12.3% 104 28.85%
ONST
6774
Old North State Trust
North Carolina
$169M +$4.91M +3% 2.98% 157 13.38%
GWM
6775
Greenhouse Wealth Management
Connecticut
$169M +$2.57M +2% 2.85% 78.8% 63 7.94%