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
NHFG
4876
New Harbor Financial Group
Massachusetts
$140M 14
EAM
4877
Exane Asset Management
France
$140M -$12.9M -8% 26
CAM
4878
Crown Advisors Management
California
$140M -$14.2M -9% 47
MPCG
4879
Matrix Private Capital Group
New York
$139M +$41.2M +42% 225
RGM
4880
ROAM Global Management
New York
$139M 17
SP
4881
Successful Portfolios
Florida
$139M +$14.1M +11% 185
MPM
4882
Mountaineer Partners Management
New York
$139M +$23.6M +20% 22
MAWCM
4883
Mine & Arao Wealth Creation & Management
California
$139M +$17.7M +15% 275
LM
4884
Lansing Management
New York
$139M +$22.7M +19% 6
OCM
4885
Orleans Capital Management
Louisiana
$139M +$7.94M +6% 81
FC
4886
Fusion Capital
South Carolina
$139M +$24.1M +21% 69
RCA
4887
Ranch Capital Advisors
Florida
$139M +$14.5M +12% 989
PSC
4888
Piper Sandler & Co
Minnesota
$139M +$5.33M +4% 34
SFG
4889
Sovereign Financial Group
Connecticut
$139M 137
TWP
4890
Treybourne Wealth Planners
Indiana
$139M 43
BCM
4891
Banyan Capital Management
Georgia
$139M +$18.9M +16% 20
CASB
4892
Cape Ann Savings Bank
Massachusetts
$138M 89
HCM
4893
Hall Capital Management
Rhode Island
$138M +$12.1M +10% 88
CWM
4894
Curi Wealth Management
North Carolina
$138M 538
NPP
4895
New Potomac Partners
Maryland
$138M +$12.6M +10% 129
EA
4896
Ellsworth Advisors
Ohio
$138M +$37.8M +38% 131
HPCM
4897
Hein Park Capital Management
New York
$138M 7
LB
4898
Legacy Bridge
Iowa
$138M +$28.4M +26% 296
SLWS
4899
Swaine & Leidel Wealth Services
Florida
$138M +$35.3M +34% 65
GB
4900
Goepper Burkhardt
South Carolina
$138M 59