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
ACM
3376
Altrius Capital Management
North Carolina
$327M +$8.42M +3% 95
FCA
3377
FLC Capital Advisors
California
$327M +$5.55M +2% 165
MAC
3378
Mason & Associates (California)
California
$327M +$13.6M +4% 86
LGA
3379
Lebenthal Global Advisors
New York
$327M +$23M +8% 136
SWM
3380
Sendero Wealth Management
Texas
$327M +$45.3M +16% 109
GG
3381
GenWealth Group
New Jersey
$326M +$20.7M +7% 74
MCM
3382
Monarch Capital Management
Indiana
$326M -$298K -0.1% 112
WI
3383
WrapManager Inc
California
$325M +$13.7M +4% 305
GCM
3384
Gladius Capital Management
Illinois
$325M +$9.02M +3% 367
NAMM
3385
NorthStar Asset Management (Massachusetts)
Massachusetts
$325M +$25.4M +8% 67
CCP
3386
Clifford Capital Partners
Utah
$325M -$4.49M -1% 45
LWA
3387
Lineweaver Wealth Advisors
Ohio
$325M -$5.06M -2% 139
RCM
3388
Requisite Capital Management
Texas
$325M +$12M +4% 78
LWMG
3389
Levy Wealth Management Group
Pennsylvania
$325M +$25.7M +9% 109
AWM
3390
Aprio Wealth Management
Georgia
$325M +$40.3M +14% 145
MA
3391
MJP Associates
Connecticut
$325M -$13.4M -4% 154
NTCM
3392
Nut Tree Capital Management
New York
$324M +$139M +75% 10
MCG
3393
McCollum Christoferson Group
New York
$324M +$8.25M +3% 69
SA
3394
SoftVest Advisors
Texas
$324M -$88.4M -21% 5
MWP
3395
Moller Wealth Partners
$324M +$12.9M +4% 50
MIA
3396
Milestone Investment Advisors
Wisconsin
$324M +$38.7M +14% 449
DI
3397
Diligent Investors
California
$324M +$17.7M +6% 291
SIC
3398
SFE Investment Counsel
California
$323M +$1.99M +0.6% 114
WC
3399
Waterloo Capital
Texas
$323M 200
RPWA
3400
Regent Peak Wealth Advisors
Georgia
$323M +$18.1M +6% 173