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
TGI
3401
TRV GP III
Massachusetts
$226M +$50M +28% 4
FC
3402
Financial Consulate
Maryland
$226M -$3.19M -1% 111
GFS
3403
GYL Financial Synergies
Connecticut
$226M +$25M +12% 181
ISWM
3404
Independent Solutions Wealth Management
New York
$226M 155
MWP
3405
Moller Wealth Partners
$226M +$19.1M +9% 49
IC
3406
Inscription Capital
Texas
$226M +$43.9M +24% 156
WSC
3407
Wellington Shields & Co
New York
$226M +$161M +248% 235
NI
3408
NYL Investors
New York
$226M -$5.96M -3% 27
HCM
3409
Harvey Capital Management
Florida
$225M +$24M +12% 81
SRC
3410
Stone Run Capital
New York
$225M +$15.2M +7% 60
MCIA
3411
Mountain Capital Investment Advisors
Colorado
$225M +$112M +99% 61
NME
3412
Notis-McConarty Edward
$225M +$12.1M +6% 102
BCM
3413
Birmingham Capital Management
Alabama
$225M +$7.72M +4% 101
LFG
3414
LifePlan Financial Group
Ohio
$225M +$12.3M +6% 593
PWA
3415
Physician Wealth Advisors
Utah
$225M +$20M +10% 120
SWRP
3416
Summit Wealth & Retirement Planning
California
$225M +$59.1M +36% 130
WCG
3417
Wall Capital Group
Arizona
$225M +$13.6M +6% 24
ODIJL
3418
One Day In July LLC
Vermont
$224M +$31M +16% 35
SNB
3419
Security National Bank
Nebraska
$224M +$12.4M +6% 76
TAS
3420
TIFF Advisory Services
Pennsylvania
$224M +$93.3M +71% 17
PC
3421
Peavine Capital
Nevada
$224M -$6.01M -3% 15
PCI
3422
Pacifica Capital Investments
Texas
$224M +$16M +8% 21
AWMG
3423
Alliance Wealth Management Group
New Jersey
$224M +$16.2M +8% 60
KFP
3424
Keystone Financial Planning
Ohio
$224M +$14.6M +7% 46
BSWM
3425
Boston Standard Wealth Management
Massachusetts
$224M +$16.5M +8% 31