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
CFG
4176
Carr Financial Group
Massachusetts
$375M +$11.3M +3% 201
RGC
4177
Roberts, Glore & Co
Illinois
$375M +$9.64M +3% 231
SFG
4178
Snider Financial Group
Washington
$375M +$8.63M +2% 121
PA
4179
Prism Advisors
California
$375M +$5.02M +1% 79
WC
4180
Winmill & Co
New York
$375M -$37.5M -9% 60
PWP
4181
Prasad Wealth Partners
Ohio
$375M +$16.1M +4% 153
DAS
4182
Daybright Advisory Services
Florida
$375M 133
NRC
4183
New Republic Capital
North Carolina
$375M +$48.4M +15% 392
LWMM
4184
Legacy Wealth Management (Mississippi)
Mississippi
$375M +$42.3M +13% 102
PWMG
4185
Private Wealth Management Group
New Jersey
$374M +$11.1M +3% 1,561
BAM
4186
BOCHK Asset Management
Hong Kong
$374M -$4.92M -1% 118
BP
4187
BWM Planning
Texas
$374M +$38.2M +11% 100
TM
4188
Tikvah Management
North Carolina
$374M +$35.5M +10% 24
BAM
4189
Bell Asset Management
Australia
$374M +$8.25M +2% 69
FFG
4190
Fortem Financial Group
California
$374M +$25.9M +7% 190
TPC
4191
Tiger Pacific Capital
New York
$374M -$21.5M -5% 17
CFS
4192
CGC Financial Services
Oregon
$374M +$11.1M +3% 354
BAM
4193
BOS Asset Management
Illinois
$374M +$18.7M +5% 200
RWM
4194
Revisor Wealth Management
Ohio
$374M +$83.8M +29% 342
FAFC
4195
First American Financial Corporation
California
$373M +$68.3M +22% 3
REST
4196
Retail Employees Superannuation Trust
$373M 29
WKWM
4197
Walter & Keenan Wealth Management
Indiana
$373M +$12.6M +3% 158
DC
4198
Diametric Capital
Massachusetts
$373M +$103M +38% 547
ACM
4199
Alight Capital Management
New York
$373M -$45.2M -11% 74
PFS
4200
Physicians Financial Services
North Carolina
$373M +$6.41M +2% 109