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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
MHIP
7426
Mountain Hill Investment Partners
New Jersey
$102M +$4.19M +4% 4.39% 194 14.43%
NL
7427
NDWM LLC
California
$102M -$17.3M -14% 2.03% 36 22.22%
AAG
7428
Accordant Advisory Group
Maryland
$102M -$1.41M -1% 4.43% 157 17.2%
RF
7429
Roxbury Financial
New Jersey
$102M -$1.49M -1% 0.97% 403 17.62%
WN
7430
Williams & Novak
California
$102M -$1.53M -1% 0.04% 150 32%
ARA
7431
Alexander Randolph Advisory
Virginia
$102M -$5.73M -5% 1.05% 53 1.89%
CJ
7432
Caitlin John
Michigan
$102M -$49.3M -33% 0.53% 861 85.13%
KF
7433
K2 Financial
California
$102M +$1.3M +1% 0.62% 60 0%
NWA
7434
Navis Wealth Advisors
New York
$102M +$10.3M +11% 2.23% 107% 110 11.82%
NFP
7435
NorthLanding Financial Partners
New York
$102M +$2.73M +3% 0.72% 48.7% 40 15%
RWP
7436
Ridgeline Wealth Planning
Ohio
$102M -$2.73M -3% 2.7% 40 20%
CAG
7437
Centerpoint Advisory Group
Kansas
$102M -$1.71M -2% 3.74% 98 14.29%
YC
7438
Yunqi Capital
Hong Kong
$102M -$54.9M -35% 3.72% 71.4% 5 20%
JWM
7439
Jacksonville Wealth Management
Florida
$102M -$5.54M -5% 5.2% 63 11.11%
PAYA
7440
Phil A. Younker & Associates
Alaska
$102M +$1.54M +2% 0.89% 31 12.9%
PI
7441
Point72 Italy
Italy
$102M -$79.6M -44% 4.97% 42 76.19%
UOP
7442
University of Pittsburgh
Pennsylvania
$101M +$3.04M +3% 3.35% 69.2% 2 50%
PIC
7443
Platt Investment Counsel
Florida
$101M -$3.44M -3% 5.68% 58.9% 12 33.33%
RTC
7444
Riverview Trust Company
Washington
$101M -$8.66M -8% 0.15% 87.6% 845 32.66%
IVP
7445
Intrinsic Value Partners
Arizona
$101M +$1.76M +2% 0.18% 126% 66 10.61%
FAI
7446
Fiduciary Advisors Inc
Missouri
$101M +$1.94M +2% 0.21% 99 4.04%
TIP
7447
Tandem Investment Partners
New Jersey
$101M -$3.24M -3% 1.94% 65 6.15%
MEAC
7448
M.E. Allison & Co
Texas
$101M +$10.4M +11% 1.44% 161 15.53%
FWS
7449
FinDec Wealth Services
California
$101M -$42.9M -30% 1.39% 47.6% 42 16.67%
SCVTA
7450
Santa Clara Valley Transportation Authority
California
$101M +$1.74M +2% 1.67% 4 0%