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
MG
4001
MilWealth Group
Wisconsin
$259M +$6.38M +3% 64
APA
4002
Astoria Portfolio Advisors
New York
$258M +$21.6M +9% 204
WWP
4003
WR Wealth Planners
Missouri
$258M +$26.8M +12% 1,002
NC
4004
NinePointTwo Capital
California
$258M -$6.98M -3% 341
DC
4005
DeDora Capital
California
$258M +$23.6M +10% 106
AWM
4006
Aries Wealth Management
Maine
$258M +$14M +6% 207
HNWAG
4007
High Net Worth Advisory Group
Florida
$258M +$12.3M +5% 204
BA
4008
Bard Associates
Illinois
$258M +$15.7M +6% 197
CG
4009
Column Group
California
$258M -$18.9M -7% 7
MC
4010
Mount Capital
United Kingdom
$258M +$4.34M +2% 45
SA
4011
Sicart Associates
New York
$257M +$289K +0.1% 73
WFI
4012
West Family Investments
California
$257M +$5.03M +2% 269
SFG
4013
Summit Financial Group
West Virginia
$257M -$6.65M -3% 192
DMBA
4014
Deseret Mutual Benefit Administrators
Utah
$257M +$4.24M +2% 506
B
4015
BetterWealth
California
$257M +$9.86M +4% 47
MCM
4016
Mudrick Capital Management
New York
$257M +$31.2M +14% 13
SCA
4017
St. Clair Advisors
Ohio
$257M +$27.3M +12% 81
CP
4018
Capital Planning
Washington
$256M +$14.6M +6% 75
HI
4019
Humankind Investments
New York
$256M +$15.3M +6% 149
AP
4020
Agilis Partners
Massachusetts
$256M +$29.9M +13% 23
HCA
4021
Horan Capital Advisors
Ohio
$256M +$13.4M +6% 105
BIG
4022
Builder Investment Group
Georgia
$256M +$26.7M +12% 96
VIA
4023
Vickerman Investment Advisors
Washington
$256M +$2.49M +1% 73
CFO
4024
Collective Family Office
Pennsylvania
$256M +$13.3M +5% 186
SSI
4025
Scott & Selber Inc
Texas
$256M +$20.8M +9% 103