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
MA
5051
Mosaic Advisors
Texas
$153M +$35.3M +30% 43
CT
5052
Clearstead Trust
Maine
$153M +$18.2M +14% 173
IIA
5053
ICW Investment Advisors
Arizona
$153M +$7.59M +5% 126
NFG
5054
Northeast Financial Group
Pennsylvania
$153M +$2.37M +2% 50
MI
5055
Merk Investments
California
$153M -$6.85M -4% 17
USPCM
5056
Union Square Park Capital Management
New York
$153M -$24M -14% 109
MSKCC
5057
Memorial Sloan Kettering Cancer Center
New York
$153M -$9.29M -6% 4
SFA
5058
Seneca Financial Advisors
New York
$153M +$10.8M +8% 41
LC
5059
Longitude (Cayman)
Cayman Islands
$153M -$19.1M -11% 52
SVC
5060
Strycker View Capital
New York
$153M +$26.7M +21% 29
AAM
5061
Ascension Asset Management
New York
$153M +$9.96M +7% 79
GWAG
5062
Garrett Wealth Advisory Group
Texas
$153M +$11.3M +8% 49
CMBA
5063
C.M. Bidwell & Associates
Hawaii
$153M +$15.7M +11% 645
FDS
5064
First Dallas Securities
Texas
$153M +$35M +30% 118
CAM
5065
Costello Asset Management
Pennsylvania
$153M +$7.85M +5% 270
SIM
5066
Sterling Investment Management
Arizona
$153M +$6.38M +4% 64
CG
5067
Corundum Group
Colorado
$152M +$24.5M +19% 104
CHA
5068
Cooper/Haims Advisors
New York
$152M +$10.9M +8% 92
CCIA
5069
Cherry Creek Investment Advisors
Colorado
$152M 112
JSMC
5070
Jess S. Morgan & Co
California
$152M +$9.45M +7% 44
HWMG
5071
Hurlow Wealth Management Group
Indiana
$152M +$13.3M +10% 101
VIP
5072
Viewpoint Investment Partners
Alberta, Canada
$152M +$20.8M +16% 14
HG
5073
Harbor Group
New Hampshire
$152M +$5.42M +4% 54
IRAG
5074
Investment Research & Advisory Group
Georgia
$152M +$15.6M +11% 183
IHWM
5075
Iron Horse Wealth Management
Iowa
$152M +$18.1M +14% 221