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
MAM
3901
Montanaro Asset Management
United Kingdom
$341M -$144M -30% 49
IAA
3902
Ironsides Asset Advisors
North Carolina
$341M -$7.91M -2% 75
VWM
3903
Vermillion Wealth Management
Minnesota
$341M +$145M +74% 1,362
CAG
3904
Curtis Advisory Group
California
$340M -$37.6M -10% 103
KCM
3905
Kendall Capital Management
Maryland
$340M -$1.41M -0.4% 227
BCM
3906
Beck Capital Management
Texas
$340M -$36.5M -10% 125
ZI
3907
ZEGA Investments
Florida
$340M +$2.55M +0.8% 148
SRHG
3908
Stone Ridge Holdings Group
New York
$340M +$248M +268% 40
GL
3909
Globe Life
Texas
$340M -$18.1M -5% 2
ASW
3910
Astoria Strategic Wealth
Texas
$340M +$4.1M +1% 33
MF
3911
Montis Financial
Massachusetts
$340M +$16.3M +5% 149
CPI
3912
Crestview Partners III
New York
$340M -$20.7M -6% 3
MIC
3913
Meridian Investment Counsel
California
$340M +$4.65M +1% 219
HCM
3914
Horiko Capital Management
New York
$340M -$6.64M -2% 22
MPW
3915
Monterey Private Wealth
California
$339M +$36.2M +12% 150
FWM
3916
Fonville Wealth Management
Virginia
$339M +$36.6M +12% 124
CLC
3917
Charles-Lim Capital
Hong Kong
$339M -$59.9M -15% 8
NG
3918
NatWest Group
United Kingdom
$339M +$1.32M +0.4% 37
HBWM
3919
Hollow Brook Wealth Management
New York
$339M +$13.5M +4% 89
MWC
3920
MBM Wealth Consultants
Missouri
$338M +$2.53M +0.8% 108
UFA
3921
US Financial Advisors
Massachusetts
$338M +$13.2M +4% 97
WWG
3922
West Wealth Group
California
$338M +$3.16M +0.9% 105
HFBOT
3923
Home Federal Bank of Tennessee
Tennessee
$338M +$120K +0% 82
NAMM
3924
NorthStar Asset Management (Massachusetts)
Massachusetts
$338M -$42.8M -11% 62
AFA
3925
AllGen Financial Advisors
Florida
$338M +$40M +13% 44