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
NRI
2726
NFP Retirement Inc
California
$406M +$11.4M +3% 238
HIM
2727
Herald Investment Management
United Kingdom
$406M -$24.9M -6% 109
SSA
2728
South Street Advisors
New York
$406M -$33.4M -8% 76
FFWA
2729
FRG Family Wealth Advisors
Washington
$405M -$27.9M -6% 142
AG
2730
Advocate Group
Minnesota
$405M -$24.9M -6% 114
MWM
2731
Madison Wealth Management
Ohio
$404M -$6.22M -2% 163
GFA
2732
Gifford Fong Associates
California
$404M -$24.9M -6% 140
XT
2733
XTX Topco
Cayman Islands
$404M +$159M +65% 1,512
BEC
2734
Blue Edge Capital
Virginia
$404M -$26.5M -6% 108
MAM
2735
Mark Asset Management
New York
$404M -$9M -2% 51
GBT
2736
Grove Bank & Trust
Florida
$404M -$14.1M -3% 214
MC
2737
Maplelane Capital
New York
$403M +$15.9M +4% 66
GA
2738
Gateway Advisory
New Jersey
$403M +$168M +72% 94
CPI
2739
Crestview Partners III
New York
$403M -$189M -32% 2
RSVP
2740
Ramsay Stattman Vela & Price
Colorado
$403M -$43.3M -10% 90
PA
2741
Probity Advisors
Texas
$403M -$28.9M -7% 183
ACP
2742
Aviance Capital Partners
Florida
$403M -$46.3M -10% 281
MPW
2743
MA Private Wealth
California
$402M -$8.18M -2% 71
QI
2744
Qtron Investments
Massachusetts
$402M -$52.6M -12% 457
CFMC
2745
Curbstone Financial Management Corp
New Hampshire
$402M -$27.7M -6% 182
VHMC
2746
Value Holdings Management Company
New York
$402M -$18.7M -4% 50
SC
2747
Styrax Capital
New York
$402M +$51.3M +15% 15
AWM
2748
Affinity Wealth Management
Delaware
$402M -$31.9M -7% 107
RIA
2749
RP Investment Advisors
Ontario, Canada
$402M -$309M -43% 147
WWM
2750
Windsor Wealth Management
Indiana
$401M +$10M +3% 156