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
BCCM
4001
Bridge Creek Capital Management
Massachusetts
$325M -$6.7M -2% 112
GSIAS
4002
Garden State Investment Advisory Services
New Jersey
$325M +$13.2M +4% 264
BA
4003
Ballast Advisors
Minnesota
$325M +$941K +0.3% 167
CP
4004
Covenant Partners
Tennessee
$324M -$19.1M -6% 184
OWP
4005
ORG Wealth Partners
Texas
$324M +$23.2M +8% 563
WH
4006
Whitcomb & Hess
Ohio
$324M -$12.4M -4% 58
AIC
4007
Ayalon Insurance Company
Israel
$324M +$2.73M +0.8% 63
SCP
4008
Steamboat Capital Partners
New York
$324M +$6.53M +2% 61
MF
4009
Montis Financial
Massachusetts
$324M +$42.3M +15% 139
OKSA
4010
O'Keefe Stevens Advisory
New York
$323M -$7.19M -2% 75
AAI
4011
American Assets Inc
California
$323M +$18.6M +6% 25
SWRP
4012
Summit Wealth & Retirement Planning
California
$323M +$9.83M +3% 76
PCM
4013
Princeton Capital Management
New Jersey
$323M +$5.56M +2% 129
RGC
4014
Redwood Grove Capital
California
$323M -$45.3M -12% 24
AWA
4015
Aquire Wealth Advisors
Utah
$323M +$4.37M +1% 51
SCM
4016
Sarissa Capital Management
Connecticut
$323M -$79.5M -20% 10
AEPWM
4017
Atlantic Edge Private Wealth Management
Florida
$323M -$5.68M -2% 517
SFG
4018
Snider Financial Group
Washington
$323M +$49.6M +18% 115
ROTUOC
4019
Regents of the University of California
California
$323M +$167M +107% 6
NC
4020
Nixon Capital
Texas
$323M +$37.9M +13% 44
LSIA
4021
LaSalle St. Investment Advisors
Illinois
$322M +$68M +27% 295
KFP
4022
Keystone Financial Planning
Ohio
$322M -$8.04M -2% 47
IWMA
4023
Ironwood Wealth Management (Arizona)
Arizona
$322M -$9.99M -3% 45
HGIM
4024
High Ground Investment Management
United Kingdom
$322M +$105M +48% 9
MWM
4025
MGB Wealth Management
Texas
$322M +$48.3M +18% 302