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
OGF
5201
Orin Green Financial
California
$141M +$18.5M +15% 69
HWA
5202
Hilltop Wealth Advisors
North Carolina
$141M +$10.6M +8% 36
CWMU
5203
Caliber Wealth Management (Utah)
Utah
$141M +$3.49M +3% 85
CA
5204
Continental Advisors
Utah
$141M +$6.96M +5% 55
HS
5205
HighVista Strategies
Massachusetts
$141M +$6.43M +5% 161
GBI
5206
GP Brinson Investments
Illinois
$141M +$18.8M +15% 17
BRG
5207
Bay Rivers Group
Virginia
$141M +$12.2M +9% 75
NMC
5208
Nine Masts Capital
Hong Kong
$141M +$15.8M +13% 43
PS
5209
Planned Solutions
California
$141M +$12.7M +10% 67
S
5210
swisspartners
Liechtenstein
$141M +$17.6M +14% 90
CPWM
5211
Cypress Point Wealth Management
Texas
$141M +$44.6M +46% 212
MAM
5212
McCarthy Asset Management
California
$141M +$12.8M +10% 470
ACM
5213
Ascendant Capital Management
California
$141M +$26.5M +23% 75
PSCM
5214
Prince Street Capital Management
New York
$140M +$40.2M +40% 22
SIAG
5215
Safeguard Investment Advisory Group
California
$140M +$28.4M +25% 87
RHDIC
5216
R.H. Dinel Investment Counsel
California
$140M +$9.38M +7% 55
ABP
5217
Arthur B. Page
$140M +$6.63M +5% 59
WWM
5218
Wolff Wiese Magana
California
$140M +$12.2M +10% 899
MWM
5219
Midwest Wealth Management
Indiana
$140M +$17M +14% 99
SG
5220
Somerset Group
Minnesota
$140M +$7.46M +6% 76
CRI
5221
Colonial River Investments
Virginia
$140M +$16.1M +13% 155
MPPW
5222
Mitchell & Pahl Private Wealth
Oklahoma
$140M +$11.2M +9% 158
CAM
5223
Crown Advisors Management
California
$140M +$12.2M +10% 44
HP
5224
Harvey Partners
New York
$140M +$4.34M +3% 41
MPIM
5225
McGinn Penninger Investment Management
Virginia
$140M +$4.53M +3% 43