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
IC
3426
Inscription Capital
Texas
$226M +$43.9M +24% 156
WSC
3427
Wellington Shields & Co
New York
$226M +$161M +248% 235
NI
3428
NYL Investors
New York
$226M -$5.96M -3% 27
HCM
3429
Harvey Capital Management
Florida
$225M +$24M +12% 81
SRC
3430
Stone Run Capital
New York
$225M +$15.2M +7% 60
MCIA
3431
Mountain Capital Investment Advisors
Colorado
$225M +$112M +99% 61
NME
3432
Notis-McConarty Edward
$225M +$12.1M +6% 102
BCM
3433
Birmingham Capital Management
Alabama
$225M +$7.72M +4% 101
LFG
3434
LifePlan Financial Group
Ohio
$225M +$12.3M +6% 593
PWA
3435
Physician Wealth Advisors
Utah
$225M +$20M +10% 120
SWRP
3436
Summit Wealth & Retirement Planning
California
$225M +$59.1M +36% 130
WCG
3437
Wall Capital Group
Arizona
$225M +$13.6M +6% 24
ODIJL
3438
One Day In July LLC
Vermont
$224M +$31M +16% 35
SNB
3439
Security National Bank
Nebraska
$224M +$12.4M +6% 76
TAS
3440
TIFF Advisory Services
Pennsylvania
$224M +$93.3M +71% 17
PC
3441
Peavine Capital
Nevada
$224M -$6.01M -3% 15
PCI
3442
Pacifica Capital Investments
Texas
$224M +$16M +8% 21
AWMG
3443
Alliance Wealth Management Group
New Jersey
$224M +$16.2M +8% 60
KFP
3444
Keystone Financial Planning
Ohio
$224M +$14.6M +7% 46
BSWM
3445
Boston Standard Wealth Management
Massachusetts
$224M +$16.5M +8% 31
GII
3446
Gryphon International Investment
Ontario, Canada
$224M +$71.5M +47% 21
CFD
3447
Creative Financial Designs
Indiana
$224M +$38M +20% 689
PA
3448
Parkside Advisors
California
$224M +$33.7M +18% 71
PCM
3449
Princeton Capital Management
New Jersey
$224M +$17.7M +9% 262
WCA
3450
Westover Capital Advisors
Delaware
$224M +$11.8M +6% 152