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
GC
4001
Guidance Capital
Kentucky
$327M +$618K +0.2% 207
CFC
4002
Coyle Financial Counsel
Illinois
$327M +$11.5M +4% 78
AEPWM
4003
Atlantic Edge Private Wealth Management
Florida
$327M +$4.35M +1% 524
FDS
4004
Freedom Day Solutions
Texas
$327M -$7.6M -2% 106
BCFS
4005
Butensky & Cohen Financial Security
Florida
$327M +$8.65M +3% 96
VDBMI
4006
Van Den Berg Management I
Texas
$327M -$20.4M -6% 113
SWRP
4007
Summit Wealth & Retirement Planning
California
$326M +$3.2M +1% 81
GC
4008
GFG Capital
Florida
$326M -$37.6M -10% 121
WCM
4009
Windsor Capital Management
Arizona
$326M -$11.3M -3% 122
IWMA
4010
Ironwood Wealth Management (Arizona)
Arizona
$326M +$3.44M +1% 45
OWP
4011
ORG Wealth Partners
Texas
$326M +$1.54M +0.5% 836
MLIC
4012
Mandatum Life Insurance Company
Finland
$326M -$11.7M -3% 84
CA
4013
Clune & Associates
Illinois
$326M +$24.4M +8% 144
BWM
4014
BCGM Wealth Management
Indiana
$325M +$10.2M +3% 158
MCM
4015
Monument Capital Management
Virginia
$325M -$37.4M -10% 232
PA
4016
Prism Advisors
California
$325M -$8.59M -3% 63
MCM
4017
Maytus Capital Management
New York
$325M +$38.8M +14% 76
AWA
4018
Aquire Wealth Advisors
Utah
$325M +$1.97M +0.6% 51
HFS
4019
Haverford Financial Services
Pennsylvania
$325M -$3.33M -1% 43
NC
4020
NovaPoint Capital
Georgia
$325M -$3.16M -1% 145
PPWP
4021
Proquility Private Wealth Partners
Nevada
$324M +$14M +5% 97
OWA
4022
Opal Wealth Advisors
New York
$324M -$8.78M -3% 535
ASI
4023
All-Stars Investment
Hong Kong
$324M +$51.3M +19% 3
RWA
4024
Roberts Wealth Advisors
California
$324M -$4.88M -1% 108
BF
4025
Brooklyn FI
New York
$324M +$23.6M +8% 67