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
EA
5326
Ergawealth Advisors
Illinois
$202M -$539K -0.3% 65
TW
5327
Towerpoint Wealth
California
$202M -$2.42M -1% 84
SHFP
5328
Second Half Financial Partners
Florida
$202M -$2.99M -1% 99
BVC
5329
Bright Valley Capital
Hong Kong
$202M +$51.5M +34% 17
ORC
5330
O'Rourke & Company
Massachusetts
$202M -$2.55M -1% 153
A
5331
Argentarii
Ohio
$202M +$2.56M +1% 177
AGP
5332
Autumn Glory Partners
Texas
$201M -$2.24M -1% 193
DMBA
5333
Deseret Mutual Benefit Administrators
Utah
$201M -$1.82M -0.9% 504
THLTP
5334
Thomas H. Lee (THL) Partners
Massachusetts
$201M -$79.3M -28% 1
GCM
5335
GKV Capital Management
California
$201M -$43.9M -18% 182
RGF
5336
Retirement Guys Formula
Ohio
$201M +$2.97M +2% 168
ACM
5337
Ananym Capital Management
New York
$201M +$36.2M +22% 11
BM
5338
Bridger Management
New York
$201M +$15M +8% 34
AMIM
5339
Aull & Monroe Investment Management
Alabama
$201M +$4.91M +3% 126
GFG
5340
Greenbush Financial Group
New York
$201M +$11.3M +6% 34
MAMHA
5341
MY.Alpha Management HK Advisors
Hong Kong
$201M -$26.4M -12% 22
PFWA
5342
Paces Ferry Wealth Advisors
Georgia
$201M -$4.79M -2% 134
SICM
5343
Sustainable Insight Capital Management
New York
$201M -$27.6M -12% 82
NEPPG
5344
New England Professional Planning Group
Rhode Island
$201M +$103K +0.1% 49
RPCONE
5345
Retirement Planning Company of New England
Rhode Island
$201M -$5.34M -3% 241
OL
5346
Owen LaRue
Kentucky
$201M +$9.37M +5% 108
BAM
5347
Bayshore Asset Management
Florida
$201M -$16.9M -8% 56
BWM
5348
Boyd Wealth Management
California
$201M -$2.14M -1% 49
PFG
5349
Prosperity Financial Group
California
$201M +$1.07M +0.5% 189
BTIM
5350
BancFirst Trust & Investment Management
Oklahoma
$201M -$23M -10% 60