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
MC
4051
Mathes Company
New York
$258M -$34.4M -12% 138
UCMOK
4052
United Capital Management of KS
Kansas
$258M -$10.3M -4% 100
AC
4053
AlphaCore Capital
California
$258M +$28.3M +12% 155
BWM
4054
Biltmore Wealth Management
Arizona
$257M -$8.43M -3% 52
CPIA
4055
Cornell Pochily Investment Advisors
New York
$257M +$43K +0% 173
DI
4056
DFPG Investments
Utah
$257M +$17.3M +7% 189
CP
4057
Capital Planning
Washington
$257M -$13.4M -5% 72
MHP
4058
Manatuck Hill Partners
Connecticut
$257M -$7.39M -3% 157
BWM
4059
BigSur Wealth Management
Florida
$257M +$1.05M +0.4% 146
MAG
4060
Mass Ave Global
New York
$256M +$65.5M +34% 42
VCG
4061
Vantage Consulting Group
Virginia
$256M -$116M -31% 237
BA
4062
Ballast Advisors
Minnesota
$256M -$5.32M -2% 191
LK
4063
Lumbard & Kellner
New Hampshire
$256M -$9.09M -3% 102
OC
4064
Oarsman Capital
Wisconsin
$256M +$2.4M +0.9% 202
TLP
4065
Tri Locum Partners
New York
$256M +$6.55M +3% 60
ES
4066
Eagle Strategies
New York
$256M -$535K -0.2% 153
SCP
4067
Syntal Capital Partners
Texas
$256M +$22.7M +10% 107
SHFA
4068
SS&H Financial Advisors
Michigan
$256M 127
RWA
4069
Roberts Wealth Advisors
California
$255M -$22.4M -8% 98
GAMC
4070
Garner Asset Management Corp
Texas
$255M +$9.31M +4% 182
MCA
4071
Magnolia Capital Advisors
Mississippi
$255M -$86.2M -25% 234
EE
4072
EWG Elevate
California
$255M +$51.3M +25% 111
SAMC
4073
Spectrum Asset Management (California)
California
$255M -$99.7M -28% 131
SHCM
4074
Silver Heights Capital Management
Ontario, Canada
$255M -$13.4M -5% 5
ASW
4075
Astoria Strategic Wealth
Texas
$255M -$7.16M -3% 40