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
WFPG
3376
Waller Financial Planning Group
Ohio
$380M +$36.6M +11% 61
RCG
3377
Regatta Capital Group
California
$380M +$65.1M +21% 177
DWM
3378
Dechtman Wealth Management
Colorado
$380M +$42.6M +13% 57
EWM
3379
EPG Wealth Management
Georgia
$380M +$48.6M +15% 452
AP
3380
Agilis Partners
Massachusetts
$380M +$102M +37% 29
CCM
3381
Callodine Capital Management
Massachusetts
$380M +$21M +6% 48
AAM
3382
Austin Asset Management
Texas
$380M +$37M +11% 64
NAMP
3383
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$379M +$32.1M +9% 147
HMCP
3384
Hook Mill Capital Partners
New York
$379M +$122M +48% 48
ZEP
3385
Zeno Equity Partners
United Kingdom
$379M 15
NA
3386
Nordwand Advisors
Pennsylvania
$379M -$126M -25% 153
BSWM
3387
Boston Standard Wealth Management
Massachusetts
$379M $0 0% 43
HA
3388
Harfst & Associates
Wyoming
$379M +$22.5M +6% 92
NI
3389
Noked Israel
Israel
$379M +$60.5M +19% 35
CFGSD
3390
Compass Financial Group (South Dakota)
South Dakota
$379M +$44.4M +13% 96
FMTC
3391
Farmers & Merchants Trust Company
California
$379M +$39.7M +12% 186
AMCI
3392
Al Mehwar Commercial Investments
United Arab Emirates
$378M 1
TA
3393
TRB Advisors
New York
$378M +$228M +152% 6
TCOTS
3394
Trust Company of the South
North Carolina
$378M 115
MMPW
3395
Mitchell McLeod Pugh & Williams
Alabama
$378M +$38.3M +11% 266
BB
3396
Berkshire Bank
Massachusetts
$378M +$30.4M +9% 140
PAM
3397
Paradigm Asset Management
New York
$378M +$24.8M +7% 567
WFA
3398
WestHill Financial Advisors
California
$377M +$34.6M +10% 122
5VM
3399
5AM Venture Management
California
$377M +$29.4M +8% 28
GWA
3400
Geometric Wealth Advisors
District of Columbia
$377M +$56.1M +17% 45