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
CA
4326
Calton & Associates
Florida
$249M +$180M +263% 290
YAL
4327
Your Advocates Ltd
Texas
$248M +$80.9M +48% 305
SC
4328
Stolper & Co
Oklahoma
$248M +$17.7M +8% 89
OKSA
4329
O'Keefe Stevens Advisory
New York
$248M +$28.5M +13% 46
PCM
4330
Princeton Capital Management
New Jersey
$248M +$31.1M +14% 105
SEEDPG
4331
S.E.E.D. Planning Group
New York
$248M -$11.2M -4% 90
DS
4332
Dalal Street
Texas
$248M +$78.5M +46% 4
WTFG
4333
Wells Trecaso Financial Group
Ohio
$248M +$23.2M +10% 90
OPTFSNA
4334
Old Point Trust & Financial Services N A
Virginia
$248M +$26.5M +12% 263
GSIAS
4335
Garden State Investment Advisory Services
New Jersey
$248M +$33.1M +15% 223
RG
4336
Retirement Group
California
$248M +$7.74M +3% 857
MW
4337
Maia Wealth
Colorado
$248M 192
WCM
4338
Weaver Capital Management
Georgia
$248M 127
MTIC
4339
Missouri Trust & Investment Company
Missouri
$247M +$25.3M +11% 455
ASI
4340
All-Stars Investment
Hong Kong
$247M -$20.9M -8% 3
ACM
4341
Aljian Capital Management
Nevada
$247M +$30.9M +14% 41
KFS
4342
Kelly Financial Services
Massachusetts
$247M +$29.3M +13% 822
HIP
4343
Hengistbury Investment Partners
United Kingdom
$247M +$9.35M +4% 7
AIA
4344
AIMZ Investment Advisors
California
$247M +$22M +10% 117
PGWM
4345
Parisi Gray Wealth Management
New Jersey
$247M +$26.6M +12% 105
FCP
4346
Fosse Capital Partners
United Kingdom
$247M +$16.5M +7% 5
VIM
4347
VELA Investment Management
Ohio
$247M +$19M +8% 153
AIM
4348
AMI Investment Management
Indiana
$247M +$24.1M +11% 68
APA
4349
Astoria Portfolio Advisors
New York
$247M +$39.5M +19% 206
FP
4350
Financial Perspectives
Minnesota
$246M +$27.9M +13% 731