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
FW
5226
FirstPurpose Wealth
Utah
$159M 145
VCM
5227
Venator Capital Management
Ontario, Canada
$159M +$10.2M +7% 70
PWA
5228
Providence Wealth Advisors
Illinois
$159M +$15.4M +11% 99
MSKCC
5229
Memorial Sloan Kettering Cancer Center
New York
$159M -$1.35M -0.8% 6
FCC
5230
Florin Court Capital
United Kingdom
$159M +$54M +51% 38
CF
5231
Concorde Financial
Texas
$159M 134
PIM
5232
Profit Investment Management
Maryland
$159M +$15.2M +11% 92
RFMS
5233
RWQ Financial Management Services
Florida
$159M +$22.5M +17% 31
AW
5234
Alaethes Wealth
Nevada
$159M +$21.3M +15% 297
TPW
5235
Tiller Private Wealth
Pennsylvania
$159M +$25.9M +20% 56
PFA
5236
Plotkin Financial Advisors
Maryland
$158M -$9.89M -6% 104
HHRDM
5237
H&H Retirement Design & Management
Nevada
$158M -$4.36M -3% 69
OWA
5238
Opal Wealth Advisors
New York
$158M +$54M +52% 137
SOAG
5239
Silver Oak Advisory Group
Oregon
$158M 60
HWM
5240
HighMark Wealth Management
Minnesota
$158M +$21.9M +16% 549
CPWA
5241
Cerro Pacific Wealth Advisors
California
$158M +$18.9M +14% 128
AWA
5242
Acorn Wealth Advisors
Michigan
$158M +$14.7M +10% 185
RI
5243
Ridgewood Investments
New Jersey
$158M +$10.2M +7% 199
MPEM
5244
Marathon Partners Equity Management
New York
$158M -$46.7M -23% 11
RHP
5245
Royal Harbor Partners
Texas
$158M +$17.1M +12% 86
HFS
5246
HBC Financial Services
Washington
$158M +$7.57M +5% 199
BCFD
5247
Boit C.F. David
$158M +$11.9M +8% 116
JPLA
5248
Joseph P. Lucia & Associates
New York
$157M -$11.5M -7% 610
RCM
5249
Regency Capital Management
Hawaii
$157M +$15.1M +11% 181
PBF
5250
Petix & Botte Financial
California
$157M -$138M -47% 119