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
SWG
3901
Summit Wealth Group
Vermont
$342M -$3.08M -0.9% 103
JJ
3902
Johnson & Johnson
New Jersey
$342M -$44.3M -11% 20
TWG
3903
The Wealth Group
Minnesota
$341M -$4.59M -1% 71
HIF
3904
Hill Island Financial
Michigan
$341M -$1.21M -0.4% 75
AGP
3905
Artia Global Partners
Florida
$341M +$93M +38% 43
UCI
3906
Uncommon Cents Investing
Wisconsin
$341M +$5.11M +2% 201
MAM
3907
Montanaro Asset Management
United Kingdom
$341M -$144M -30% 49
IAA
3908
Ironsides Asset Advisors
North Carolina
$341M -$7.91M -2% 75
VWM
3909
Vermillion Wealth Management
Minnesota
$341M +$145M +74% 1,362
CAG
3910
Curtis Advisory Group
California
$340M -$37.6M -10% 103
KCM
3911
Kendall Capital Management
Maryland
$340M -$1.41M -0.4% 227
BCM
3912
Beck Capital Management
Texas
$340M -$36.5M -10% 125
ZI
3913
ZEGA Investments
Florida
$340M +$2.55M +0.8% 148
SRHG
3914
Stone Ridge Holdings Group
New York
$340M +$248M +268% 40
GL
3915
Globe Life
Texas
$340M -$18.1M -5% 2
ASW
3916
Astoria Strategic Wealth
Texas
$340M +$4.1M +1% 33
MF
3917
Montis Financial
Massachusetts
$340M +$16.3M +5% 149
CPI
3918
Crestview Partners III
New York
$340M -$20.7M -6% 3
MIC
3919
Meridian Investment Counsel
California
$340M +$4.65M +1% 219
HCM
3920
Horiko Capital Management
New York
$340M -$6.64M -2% 22
MPW
3921
Monterey Private Wealth
California
$339M +$36.2M +12% 150
FWM
3922
Fonville Wealth Management
Virginia
$339M +$36.6M +12% 124
CLC
3923
Charles-Lim Capital
Hong Kong
$339M -$59.9M -15% 8
NG
3924
NatWest Group
United Kingdom
$339M +$1.32M +0.4% 37
HBWM
3925
Hollow Brook Wealth Management
New York
$339M +$13.5M +4% 89