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
IWMA
4026
Ironwood Wealth Management (Arizona)
Arizona
$326M +$3.44M +1% 45
OWP
4027
ORG Wealth Partners
Texas
$326M +$1.54M +0.5% 836
MLIC
4028
Mandatum Life Insurance Company
Finland
$326M -$11.7M -3% 84
CA
4029
Clune & Associates
Illinois
$326M +$24.4M +8% 144
BWM
4030
BCGM Wealth Management
Indiana
$325M +$10.2M +3% 158
MCM
4031
Monument Capital Management
Virginia
$325M -$37.4M -10% 232
PA
4032
Prism Advisors
California
$325M -$8.59M -3% 63
MCM
4033
Maytus Capital Management
New York
$325M +$38.8M +14% 76
AWA
4034
Aquire Wealth Advisors
Utah
$325M +$1.97M +0.6% 51
HFS
4035
Haverford Financial Services
Pennsylvania
$325M -$3.33M -1% 43
NC
4036
NovaPoint Capital
Georgia
$325M -$3.16M -1% 145
PPWP
4037
Proquility Private Wealth Partners
Nevada
$324M +$14M +5% 97
OWA
4038
Opal Wealth Advisors
New York
$324M -$8.78M -3% 535
ASI
4039
All-Stars Investment
Hong Kong
$324M +$51.3M +19% 3
RWA
4040
Roberts Wealth Advisors
California
$324M -$4.88M -1% 108
BF
4041
Brooklyn FI
New York
$324M +$23.6M +8% 67
RPA
4042
Rock Point Advisors
Vermont
$324M -$18.8M -5% 112
RAM
4043
RJA Asset Management
Connecticut
$324M -$92.2M -22% 4
CCP
4044
Caden Capital Partners
California
$324M -$3.85M -1% 13
SA
4045
SRH Advisors
Kansas
$324M -$13.2M -4% 290
MAG
4046
Mokosak Advisory Group
Iowa
$324M -$9.57M -3% 36
EFMC
4047
Empire Financial Management Company
New York
$324M +$3.02M +0.9% 205
MCA
4048
MSH Capital Advisors
Arizona
$323M +$5.75M +2% 237
WHAM
4049
Windmill Hill Asset Management
United Kingdom
$323M +$17.6M +6% 29
MM
4050
Meridian Management
Arkansas
$323M -$56.4M -15% 100