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
B
3051
Bellecapital
Switzerland
$413M +$11.4M +3% 202
APG
3052
Abacus Planning Group
South Carolina
$413M +$25.3M +7% 206
MWA
3053
Meridian Wealth Advisors
Texas
$413M +$13.9M +3% 192
VT
3054
Vise Technologies
New York
$413M +$33.5M +9% 377
SPA
3055
Sentinel Pension Advisors
Massachusetts
$413M +$18.2M +5% 102
KNW
3056
Kesler Norman & Wride
Utah
$412M +$15.7M +4% 157
MWA
3057
Martel Wealth Advisors
Washington
$412M +$20.6M +5% 54
SFM
3058
Spartan Fund Management
Canada
$412M +$197M +92% 473
FA
3059
Fagan Associates
New York
$412M +$10.2M +3% 128
CWP
3060
CFM Wealth Partners
Texas
$412M +$50.6M +14% 168
ECM
3061
Engine Capital Management
New York
$412M +$72.7M +21% 44
SXL
3062
Summit X LLC
Missouri
$412M +$24.9M +6% 281
SMI
3063
Shelter Mutual Insurance
Missouri
$412M +$52.8M +15% 69
SIG
3064
Sargent Investment Group
Maryland
$412M +$32.4M +9% 211
ES
3065
Eagle Strategies
New York
$411M +$11.2M +3% 191
BBL
3066
Beck Bode LLC
Massachusetts
$411M +$4.05M +1% 166
EIP
3067
Ellis Investment Partners
Pennsylvania
$408M +$20.8M +5% 224
MHS
3068
M Holdings Securities
Oregon
$408M -$310M -43% 471
ROC
3069
Running Oak Capital
Minnesota
$408M +$57.1M +16% 62
CBA
3070
Coastal Bridge Advisors
Connecticut
$408M +$12.4M +3% 186
GIPM
3071
G2 Investment Partners Management
New York
$408M +$61.1M +18% 116
RI
3072
RPTC Inc
Wyoming
$408M +$27.1M +7% 6
AC
3073
Asio Capital
Kentucky
$408M +$22.6M +6% 123
TC
3074
TAP Consulting
Missouri
$408M -$970K -0.2% 142
SF
3075
Symphony Financial
Texas
$407M +$21.2M +5% 219