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
BTD
4101
BankPlus Trust Department
Mississippi
$374M +$35.7M +11% 470
WA
4102
WealthTrust Axiom
Pennsylvania
$373M +$33.2M +10% 279
RPCA
4103
Running Point Capital Advisors
California
$373M +$10.9M +3% 198
PWC
4104
PYA Waltman Capital
Tennessee
$373M +$25.8M +7% 81
MCA
4105
MSH Capital Advisors
Arizona
$373M +$26M +7% 255
GCA
4106
Gradient Capital Advisors
California
$373M +$34.6M +10% 171
FWC
4107
First Washington Corp
Washington
$373M +$62.8M +20% 57
PCM
4108
Princeton Capital Management
New Jersey
$373M +$35.9M +11% 142
RBFC
4109
Roman Butler Fullerton & Co
Missouri
$373M +$33.4M +10% 273
HH
4110
HWG Holdings
Texas
$373M +$41.8M +13% 67
PC
4111
Promethos Capital
Massachusetts
$373M +$76.3M +26% 49
PGF
4112
Plan Group Financial
Oklahoma
$372M +$68.4M +22% 193
AIM
4113
Access Investment Management
Georgia
$372M +$20.9M +6% 185
BFS
4114
BridgePort Financial Solutions
Iowa
$372M +$71.2M +24% 247
CSWG
4115
Cardinal Strategic Wealth Guidance
Kentucky
$372M +$25.2M +7% 64
PI
4116
Pennant Investors
New Jersey
$372M +$37.4M +11% 16
QCI
4117
Quaker Capital Investments
Pennsylvania
$372M +$44.1M +13% 21
HWP
4118
Highline Wealth Partners
California
$372M +$33.9M +10% 1,139
FFS
4119
Fischer Financial Services
Pennsylvania
$371M +$31.4M +9% 66
IIA
4120
Integral Investment Advisors
California
$371M +$20.7M +6% 167
MWPCG
4121
Measured Wealth Private Client Group
New Hampshire
$371M +$36.8M +11% 699
PP
4122
Prosperity Planning
Missouri
$371M +$24M +7% 110
TCM
4123
Triumph Capital Management
Colorado
$371M +$37.5M +11% 338
S
4124
SimplyRich
California
$371M +$11.7M +3% 223
UI
4125
Untitled Investments
New York
$370M +$4.53M +1% 20