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
OPTFSNA
4351
Old Point Trust & Financial Services N A
Virginia
$248M +$26.5M +12% 263
GSIAS
4352
Garden State Investment Advisory Services
New Jersey
$248M +$33.1M +15% 223
RG
4353
Retirement Group
California
$248M +$7.74M +3% 857
MW
4354
Maia Wealth
Colorado
$248M 192
MTIC
4355
Missouri Trust & Investment Company
Missouri
$247M +$25.3M +11% 455
ASI
4356
All-Stars Investment
Hong Kong
$247M -$20.9M -8% 3
ACM
4357
Aljian Capital Management
Nevada
$247M +$30.9M +14% 41
KFS
4358
Kelly Financial Services
Massachusetts
$247M +$29.3M +13% 822
HIP
4359
Hengistbury Investment Partners
United Kingdom
$247M +$9.35M +4% 7
AIA
4360
AIMZ Investment Advisors
California
$247M +$22M +10% 117
PGWM
4361
Parisi Gray Wealth Management
New Jersey
$247M +$26.6M +12% 105
FCP
4362
Fosse Capital Partners
United Kingdom
$247M +$16.5M +7% 5
VIM
4363
VELA Investment Management
Ohio
$247M +$19M +8% 153
AIM
4364
AMI Investment Management
Indiana
$247M +$24.1M +11% 68
APA
4365
Astoria Portfolio Advisors
New York
$247M +$39.5M +19% 206
FP
4366
Financial Perspectives
Minnesota
$246M +$27.9M +13% 731
ACA
4367
Aspire Capital Advisors
Washington
$246M +$26.7M +12% 76
BLAM
4368
Bourne Lent Asset Management
New York
$246M +$19.4M +9% 62
MA
4369
Modus Advisors
Minnesota
$246M +$17.1M +7% 108
MCM
4370
Millstreet Capital Management
Massachusetts
$246M 4
PCM
4371
Passive Capital Management
Maryland
$246M +$22.6M +10% 57
TGI
4372
TRV GP IV
Massachusetts
$246M -$19.3M -7% 3
AEPWM
4373
Atlantic Edge Private Wealth Management
Florida
$246M 468
KWM
4374
Kaydan Wealth Management
Michigan
$246M -$4.53M -2% 101
WCG
4375
Weaver Consulting Group
California
$246M +$24.6M +11% 198