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
ACM
4051
Aljian Capital Management
Nevada
$301M +$32.3M +12% 36
S
4052
Syntrinsic
Colorado
$301M +$2.9M +1% 88
JC
4053
Jentner Corp
Ohio
$301M +$16.4M +6% 54
IAA
4054
Ironsides Asset Advisors
North Carolina
$301M +$8.61M +3% 99
GA
4055
GraniteShares Advisors
New York
$300M +$111M +59% 103
LOM
4056
LTS One Management
New York
$300M -$85M -22% 18
BWA
4057
Beam Wealth Advisors
Louisiana
$300M +$134M +80% 160
NHFG
4058
New Harbor Financial Group
Massachusetts
$300M +$30.8M +11% 61
KCM
4059
Kendall Capital Management
Maryland
$300M +$9.25M +3% 222
MDCM
4060
Morgan Dempsey Capital Management
Wisconsin
$300M -$12.8M -4% 94
AEPWM
4061
Atlantic Edge Private Wealth Management
Florida
$299M +$8.57M +3% 518
ZIMP
4062
Zimmermann Investment Management & Planning
Pennsylvania
$299M +$21.7M +8% 145
MCA
4063
MSH Capital Advisors
Arizona
$299M +$14.6M +5% 234
MPPLM
4064
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$299M +$14.2M +5% 154
OKSA
4065
O'Keefe Stevens Advisory
New York
$299M -$5.44M -2% 72
CFP
4066
Curran Financial Partners
South Carolina
$299M +$11.5M +4% 88
AWG
4067
Alpha Wave Global
New York
$299M -$30.1M -9% 31
VIP
4068
Vista Investment Partners
Oklahoma
$299M +$7.97M +3% 167
SA
4069
SRH Advisors
Kansas
$299M -$16.7M -5% 313
BPCA
4070
Bank Pictet & Cie (Asia)
Singapore
$299M +$117M +65% 103
MLIC
4071
Mandatum Life Insurance Company
Finland
$299M -$426K -0.1% 92
SCV
4072
Sands Capital Ventures
Virginia
$299M -$116M -28% 20
FSA
4073
Financial Security Advisor
Virginia
$298M +$12.4M +4% 121
HWMO
4074
Heritage Wealth Management (Ohio)
Ohio
$298M 220
FWA
4075
FSM Wealth Advisors
Ohio
$298M +$16.7M +6% 170