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
UFA
4001
US Financial Advisors
Massachusetts
$325M +$4.05M +1% 92
WCG
4002
Weaver Consulting Group
California
$325M +$10.4M +3% 235
BCCM
4003
Bridge Creek Capital Management
Massachusetts
$325M -$6.7M -2% 112
GSIAS
4004
Garden State Investment Advisory Services
New Jersey
$325M +$13.2M +4% 264
BA
4005
Ballast Advisors
Minnesota
$325M +$941K +0.3% 167
CP
4006
Covenant Partners
Tennessee
$324M -$19.1M -6% 184
OWP
4007
ORG Wealth Partners
Texas
$324M +$23.2M +8% 563
WH
4008
Whitcomb & Hess
Ohio
$324M -$12.4M -4% 58
AIC
4009
Ayalon Insurance Company
Israel
$324M +$2.73M +0.8% 63
SCP
4010
Steamboat Capital Partners
New York
$324M +$6.53M +2% 61
MF
4011
Montis Financial
Massachusetts
$324M +$42.3M +15% 139
OKSA
4012
O'Keefe Stevens Advisory
New York
$323M -$7.19M -2% 75
AAI
4013
American Assets Inc
California
$323M +$18.6M +6% 25
SWRP
4014
Summit Wealth & Retirement Planning
California
$323M +$9.83M +3% 76
PCM
4015
Princeton Capital Management
New Jersey
$323M +$5.56M +2% 129
RGC
4016
Redwood Grove Capital
California
$323M -$45.3M -12% 24
AWA
4017
Aquire Wealth Advisors
Utah
$323M +$4.37M +1% 51
SCM
4018
Sarissa Capital Management
Connecticut
$323M -$79.5M -20% 10
AEPWM
4019
Atlantic Edge Private Wealth Management
Florida
$323M -$5.68M -2% 517
SFG
4020
Snider Financial Group
Washington
$323M +$49.6M +18% 115
ROTUOC
4021
Regents of the University of California
California
$323M +$167M +107% 6
NC
4022
Nixon Capital
Texas
$323M +$37.9M +13% 44
LSIA
4023
LaSalle St. Investment Advisors
Illinois
$322M +$68M +27% 295
KFP
4024
Keystone Financial Planning
Ohio
$322M -$8.04M -2% 47
IWMA
4025
Ironwood Wealth Management (Arizona)
Arizona
$322M -$9.99M -3% 45