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
MWPCG
4126
Measured Wealth Private Client Group
New Hampshire
$371M +$36.8M +11% 699
PP
4127
Prosperity Planning
Missouri
$371M +$24M +7% 110
TCM
4128
Triumph Capital Management
Colorado
$371M +$37.5M +11% 338
S
4129
SimplyRich
California
$371M +$11.7M +3% 223
UI
4130
Untitled Investments
New York
$370M +$4.53M +1% 20
MCS
4131
Mithaq Capital SPC
Saudi Arabia
$370M -$23.3M -6% 4
VWM
4132
Vermillion Wealth Management
Minnesota
$370M +$161M +77% 1,550
BHWM
4133
Bay Harbor Wealth Management
Maryland
$370M +$25.3M +7% 1,327
PA
4134
Prism Advisors
California
$370M +$18.9M +5% 76
CMAI
4135
Capital Management Associates Inc
Minnesota
$370M +$54.2M +17% 143
TA
4136
TrueWealth Advisors
Alabama
$370M +$31.8M +9% 233
FFO
4137
Fortitude Family Office
Arizona
$370M +$67.4M +22% 2,168
OKSA
4138
O'Keefe Stevens Advisory
New York
$369M +$13.6M +4% 69
FIM
4139
Fruth Investment Management
Texas
$369M +$1.34M +0.4% 220
RFM
4140
Ranmore Fund Management
United Kingdom
$369M +$118M +47% 18
LWM
4141
LongView Wealth Management
Georgia
$369M +$38.8M +12% 227
SA
4142
Sicart Associates
New York
$369M +$83.3M +29% 75
FP
4143
FFG Partners
Florida
$369M +$68.1M +23% 41
CIM
4144
CIM Investment Management
Pennsylvania
$369M -$156M -30% 263
FDS
4145
Freedom Day Solutions
Texas
$368M +$31.8M +9% 97
OCM
4146
Once Capital Management
New York
$368M +$45.2M +14% 26
PCI
4147
Pacifica Capital Investments
Texas
$368M +$28M +8% 16
MC
4148
Muhlenkamp & Co
Pennsylvania
$368M +$47.4M +15% 33
IAG
4149
Investment Advisory Group
Massachusetts
$368M +$37.5M +11% 192
MA
4150
Modus Advisors
Minnesota
$368M +$31M +9% 118