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
MAC
3376
Mason & Associates (California)
California
$327M +$13.6M +4% 86
LGA
3377
Lebenthal Global Advisors
New York
$327M +$23M +8% 136
SWM
3378
Sendero Wealth Management
Texas
$327M +$45.3M +16% 109
GG
3379
GenWealth Group
New Jersey
$326M +$20.7M +7% 74
MCM
3380
Monarch Capital Management
Indiana
$326M -$298K -0.1% 112
WI
3381
WrapManager Inc
California
$325M +$13.7M +4% 305
GCM
3382
Gladius Capital Management
Illinois
$325M +$9.02M +3% 367
NAMM
3383
NorthStar Asset Management (Massachusetts)
Massachusetts
$325M +$25.4M +8% 67
CCP
3384
Clifford Capital Partners
Utah
$325M -$4.49M -1% 45
LWA
3385
Lineweaver Wealth Advisors
Ohio
$325M -$5.06M -2% 139
RCM
3386
Requisite Capital Management
Texas
$325M +$12M +4% 78
LWMG
3387
Levy Wealth Management Group
Pennsylvania
$325M +$25.7M +9% 109
AWM
3388
Aprio Wealth Management
Georgia
$325M +$40.3M +14% 145
MA
3389
MJP Associates
Connecticut
$325M -$13.4M -4% 154
NTCM
3390
Nut Tree Capital Management
New York
$324M +$139M +75% 10
MCG
3391
McCollum Christoferson Group
New York
$324M +$8.25M +3% 69
SA
3392
SoftVest Advisors
Texas
$324M -$88.4M -21% 5
MWP
3393
Moller Wealth Partners
$324M +$12.9M +4% 50
MIA
3394
Milestone Investment Advisors
Wisconsin
$324M +$38.7M +14% 449
DI
3395
Diligent Investors
California
$324M +$17.7M +6% 291
SIC
3396
SFE Investment Counsel
California
$323M +$1.99M +0.6% 114
WC
3397
Waterloo Capital
Texas
$323M 200
RPWA
3398
Regent Peak Wealth Advisors
Georgia
$323M +$18.1M +6% 173
EDRIA
3399
Edmonds Duncan Registered Investment Advisors
Kansas
$323M +$16.5M +5% 151
LSA
3400
Lion Street Advisors
Texas
$323M +$132M +69% 271