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
YEPV
5401
Yorktown Energy Partners VIII
New York
$147M +$40.9M +39% 3
FIM
5402
FWL Investment Management
Texas
$147M +$10.9M +8% 82
BIA
5403
Beacon Investment Advisors
Maryland
$146M +$9.35M +7% 132
RMSCM
5404
R.M. Sincerbeaux Capital Management
New York
$146M +$2.74M +2% 43
GFL
5405
Granite FO LLC
New Hampshire
$146M -$15.9M -10% 214
GPC
5406
Greenstone Partners & Co
California
$146M +$14M +11% 11
NIMC
5407
Nierenberg Investment Management Company
Washington
$146M +$13.5M +10% 38
DCM
5408
Decatur Capital Management
Georgia
$146M +$13.4M +10% 63
AWA
5409
Aletheian Wealth Advisors
Washington
$146M +$32.8M +29% 79
HWM
5410
Hassell Wealth Management
Louisiana
$146M +$9.65M +7% 20
ADMI
5411
Albert D. Mason Inc
Massachusetts
$146M +$1.73M +1% 162
EL
5412
EWA LLC
Pennsylvania
$146M +$11.4M +8% 98
SFG
5413
Sowa Financial Group
Rhode Island
$146M +$6.19M +4% 35
EA
5414
Ergawealth Advisors
Illinois
$146M +$23M +19% 53
IOOF
5415
Independent Order of Foresters
Ontario, Canada
$146M +$10.6M +8% 17
VWMG
5416
Virginia Wealth Management Group
Virginia
$146M -$34.8K -0% 75
SPWM
5417
Straight Path Wealth Management
Michigan
$146M +$20M +16% 83
OCP
5418
OCO Capital Partners
New York
$146M +$17.7M +14% 3
GC
5419
GGV Capital
California
$146M -$42.6M -23% 11
RFS
5420
Retirement Financial Solutions
Tennessee
$146M +$19.7M +16% 34
CTFG
5421
Capstone Triton Financial Group
Oklahoma
$145M +$12.5M +9% 108
MAG
5422
MRA Advisory Group
New Jersey
$145M +$6.71M +5% 151
DCM
5423
Delta Capital Management
New Jersey
$145M +$3.19M +2% 90
AIM
5424
Athena Investment Management
California
$145M +$6.26M +5% 139
ACM
5425
AUA Capital Management
Pennsylvania
$145M -$2.82M -2% 88