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
PGF
4401
Plan Group Financial
Oklahoma
$280M +$90.8M +48% 161
BFA
4402
Bill Few Associates
Pennsylvania
$280M -$4.63M -2% 180
NOI
4403
Newton One Investments
Delaware
$280M +$20.2M +8% 122
FFO
4404
Fortitude Family Office
Arizona
$280M -$315K -0.1% 1,308
HFA
4405
Highland Financial Advisors
New Jersey
$280M -$9.08M -3% 60
LCM
4406
Lynx1 Capital Management
Puerto Rico
$279M +$12.5M +5% 20
SW
4407
SMART Wealth
Nebraska
$279M -$1.91M -0.7% 174
RGC
4408
Redwood Grove Capital
California
$279M -$44M -14% 25
FCT
4409
Family Capital Trust
Massachusetts
$279M -$16.2M -5% 65
RWI
4410
Red Wave Investments
Pennsylvania
$279M -$7.03M -2% 107
CCIP
4411
Camrose Capital Investment Partners
United Kingdom
$279M +$188M +206% 9
APW
4412
Acima Private Wealth
Virginia
$279M -$18.4M -6% 184
EFA
4413
Evernest Financial Advisors
Indiana
$279M -$107M -28% 176
BWG
4414
Beta Wealth Group
California
$278M +$52.4M +23% 123
SCPM
4415
Sea Cliff Partners Management
California
$278M -$9.91M -3% 19
VWA
4416
VSM Wealth Advisory
Maryland
$278M -$2.07M -0.7% 533
SC
4417
Steph & Co
Wisconsin
$278M -$18.1M -6% 284
BP
4418
Bandera Partners
New York
$278M +$15.3M +6% 19
DP
4419
Denver PWM
Colorado
$278M +$19.5M +8% 236
MCM
4420
Millstreet Capital Management
Massachusetts
$278M -$1.2M -0.4% 3
SP
4421
Sequent Planning
Nebraska
$278M +$5.28M +2% 153
TPC
4422
Tiger Pacific Capital
New York
$278M -$96.3M -26% 17
BWM
4423
BNC Wealth Management
Oregon
$278M -$26.5M -9% 109
GM
4424
Granger Management
New York
$277M -$162M -37% 7
MWM
4425
McMill Wealth Management
Nebraska
$277M +$30.4M +12% 51