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
ASW
3926
Astoria Strategic Wealth
Texas
$340M +$4.1M +1% 33
MF
3927
Montis Financial
Massachusetts
$340M +$16.3M +5% 149
CPI
3928
Crestview Partners III
New York
$340M -$20.7M -6% 3
MIC
3929
Meridian Investment Counsel
California
$340M +$4.65M +1% 219
HCM
3930
Horiko Capital Management
New York
$340M -$6.64M -2% 22
MPW
3931
Monterey Private Wealth
California
$339M +$36.2M +12% 150
FWM
3932
Fonville Wealth Management
Virginia
$339M +$36.6M +12% 124
CLC
3933
Charles-Lim Capital
Hong Kong
$339M -$59.9M -15% 8
NG
3934
NatWest Group
United Kingdom
$339M +$1.32M +0.4% 37
HBWM
3935
Hollow Brook Wealth Management
New York
$339M +$13.5M +4% 89
MWC
3936
MBM Wealth Consultants
Missouri
$338M +$2.53M +0.8% 108
UFA
3937
US Financial Advisors
Massachusetts
$338M +$13.2M +4% 97
WWG
3938
West Wealth Group
California
$338M +$3.16M +0.9% 105
HFBOT
3939
Home Federal Bank of Tennessee
Tennessee
$338M +$120K +0% 82
NAMM
3940
NorthStar Asset Management (Massachusetts)
Massachusetts
$338M -$42.8M -11% 62
AFA
3941
AllGen Financial Advisors
Florida
$338M +$40M +13% 44
HIP
3942
Harrell Investment Partners
Texas
$337M -$20.7M -6% 101
MLFP
3943
MPS Loria Financial Planners
Illinois
$337M -$639K -0.2% 83
AA
3944
Ancient Art
Texas
$337M -$133M -28% 15
MC
3945
Machina Capital
France
$337M +$99.6M +42% 397
OPA
3946
Old Port Advisors
Maine
$337M -$10.9M -3% 240
SCP
3947
Siena Capital Partners
Illinois
$337M -$25.7M -7% 112
KCP
3948
Kera Capital Partners
California
$336M -$10.9M -3% 227
NI
3949
NFC Investments
Tennessee
$336M -$26M -7% 38
LCG
3950
Lisanti Capital Growth
New York
$336M -$79.5M -19% 166