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
MFGM
3276
Marshall Financial Group (Maryland)
Maryland
$458M +$44.9M +11% 241
TC
3277
Towle & Co
Colorado
$458M -$124M -21% 56
MS
3278
Maven Securities
Jersey
$457M -$164M -26% 537
SW
3279
SkyOak Wealth
Michigan
$457M -$10.9M -2% 280
CA
3280
Cambridge Advisors
Nebraska
$457M +$8.55M +2% 178
SF
3281
Safeguard Financial
Wisconsin
$456M -$3.72M -0.8% 117
ICM
3282
Irenic Capital Management
New York
$456M -$200M -30% 30
CPA
3283
Capital Performance Advisors
California
$456M +$143M +46% 285
HA
3284
Herold Advisors
New York
$455M -$3.53M -0.8% 291
CCT
3285
Chemung Canal Trust
New York
$455M -$24.6M -5% 126
BSWM
3286
Boston Standard Wealth Management
Massachusetts
$455M -$59.7M -12% 49
GS
3287
Gagnon Securities
New York
$455M -$41.8M -8% 99
DW30
3288
Drucker Wealth 3.0
New Jersey
$454M +$20.9M +5% 161
PIA
3289
Pinion Investment Advisors
Kansas
$454M +$202M +81% 165
CAMV
3290
Concord Asset Management (Virginia)
Virginia
$454M -$1.29M -0.3% 141
GG
3291
GenWealth Group
New Jersey
$454M +$14.3M +3% 80
WAM
3292
Winslow Asset Management
Ohio
$453M -$48.5M -10% 80
TCP
3293
ThornTree Capital Partners
Massachusetts
$453M -$143M -24% 23
RC
3294
RV Capital
Switzerland
$453M -$13.6M -3% 11
FNC
3295
First National Corp
Massachusetts
$453M +$11.2M +3% 163
LI
3296
LifeWealth Investments
Florida
$452M +$301M +200% 203
MWM
3297
Mattern Wealth Management
Kansas
$452M -$1.35M -0.3% 174
CCA
3298
Carrera Capital Advisors
Michigan
$451M +$24.3M +6% 155
FC
3299
Fulcrum Capital
Washington
$451M -$26.5M -6% 123
NC
3300
NBW Capital
Massachusetts
$451M -$88.7M -16% 109