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
VDBMI
4001
Van Den Berg Management I
Texas
$327M -$20.4M -6% 113
SWRP
4002
Summit Wealth & Retirement Planning
California
$326M +$3.2M +1% 81
GC
4003
GFG Capital
Florida
$326M -$37.6M -10% 121
WCM
4004
Windsor Capital Management
Arizona
$326M -$11.3M -3% 122
IWMA
4005
Ironwood Wealth Management (Arizona)
Arizona
$326M +$3.44M +1% 45
OWP
4006
ORG Wealth Partners
Texas
$326M +$1.54M +0.5% 836
MLIC
4007
Mandatum Life Insurance Company
Finland
$326M -$11.7M -3% 84
CA
4008
Clune & Associates
Illinois
$326M +$24.4M +8% 144
BWM
4009
BCGM Wealth Management
Indiana
$325M +$10.2M +3% 158
MCM
4010
Monument Capital Management
Virginia
$325M -$37.4M -10% 232
PA
4011
Prism Advisors
California
$325M -$8.59M -3% 63
MCM
4012
Maytus Capital Management
New York
$325M +$38.8M +14% 76
AWA
4013
Aquire Wealth Advisors
Utah
$325M +$1.97M +0.6% 51
HFS
4014
Haverford Financial Services
Pennsylvania
$325M -$3.33M -1% 43
NC
4015
NovaPoint Capital
Georgia
$325M -$3.16M -1% 145
PPWP
4016
Proquility Private Wealth Partners
Nevada
$324M +$14M +5% 97
OWA
4017
Opal Wealth Advisors
New York
$324M -$8.78M -3% 535
ASI
4018
All-Stars Investment
Hong Kong
$324M +$51.3M +19% 3
RWA
4019
Roberts Wealth Advisors
California
$324M -$4.88M -1% 108
BF
4020
Brooklyn FI
New York
$324M +$23.6M +8% 67
RPA
4021
Rock Point Advisors
Vermont
$324M -$18.8M -5% 112
RAM
4022
RJA Asset Management
Connecticut
$324M -$92.2M -22% 4
CCP
4023
Caden Capital Partners
California
$324M -$3.85M -1% 13
SA
4024
SRH Advisors
Kansas
$324M -$13.2M -4% 290
MAG
4025
Mokosak Advisory Group
Iowa
$324M -$9.57M -3% 36