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
GFG
3526
Goldstone Financial Group
Illinois
$303M 152
KI
3527
Kapitalo Investimentos
Brazil
$303M +$173M +133% 522
AI
3528
AXS Investments
New York
$303M +$22.7M +8% 424
CWM
3529
Concentric Wealth Management
California
$302M +$9.42M +3% 122
AWP
3530
Abacus Wealth Partners
California
$302M +$21.2M +8% 98
PA
3531
Parkside Advisors
California
$302M +$16.4M +6% 86
MWM
3532
MinichMacGregor Wealth Management
New York
$302M +$25.1M +9% 705
RF
3533
Rollins Financial
Georgia
$302M +$38.4M +15% 135
MWM
3534
Mattern Wealth Management
Kansas
$302M +$54.7M +22% 178
FIBT
3535
First International Bank & Trust
North Dakota
$302M +$8.23M +3% 95
BIC
3536
B&I Capital
Switzerland
$302M +$16.9M +6% 28
PDIP
3537
Palo Duro Investment Partners
Illinois
$302M 8
PAMI
3538
Perseverance Asset Management International
Cayman Islands
$302M +$78.9M +35% 19
SCP
3539
Steamboat Capital Partners
New York
$302M +$55.2M +22% 43
FVCM
3540
F&V Capital Management
Florida
$301M +$1.17M +0.4% 57
LA
3541
LexAurum Advisors
Kansas
$301M +$22M +8% 271
APC
3542
Aspire Private Capital
North Carolina
$301M +$22.7M +8% 699
SHCM
3543
Silver Heights Capital Management
Ontario, Canada
$301M +$32.5M +12% 5
NI
3544
Nepsis Inc
Minnesota
$301M +$1.94M +0.6% 31
VAS
3545
Valicenti Advisory Services
New York
$300M +$25.7M +9% 77
RRC
3546
Relaxing Retirement Coach
Massachusetts
$300M +$30.2M +11% 70
SFG
3547
Steward Financial Group
Texas
$300M +$100M +50% 984
MJP
3548
Michael J. Puzo
$300M +$22.8M +8% 78
SAM
3549
Secure Asset Management
Michigan
$300M +$21.4M +8% 214
CG
3550
Compass Group
New York
$299M -$3.17M -1% 15