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
ADMI
5651
Albert D. Mason Inc
Massachusetts
$151M +$12.8M +9% 159
AWAP
5652
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$151M +$13.1M +9% 134
ICP
5653
Indus Capital Partners
New York
$151M +$3.23M +2% 8
TF
5654
Threadgill Financial
Texas
$151M +$19.6M +15% 47
PP
5655
Patron Partners
Texas
$151M +$15.2M +11% 178
OGM
5656
OnyxPoint Global Management
New York
$151M -$14.4M -9% 15
JCP
5657
Jennifer C. Price
$150M -$22.8M -13% 52
CBT
5658
CoreFirst Bank & Trust
Kansas
$150M +$9.64M +7% 403
RDIA
5659
RE Dickinson Investment Advisors
Iowa
$150M +$7.88M +6% 291
SWM
5660
SFG Wealth Management
Maryland
$150M +$24.4M +19% 102
AFA
5661
AA Financial Advisors
Ohio
$150M 63
BSAM
5662
Blue Square Asset Management
New York
$150M +$14.4M +11% 84
PSA
5663
Plum Street Advisors
Louisiana
$150M 59
II
5664
Ironclad Investments
Florida
$150M 3
PAEMF
5665
Panview Asian Equity Master Fund
Hong Kong
$150M +$83.5M +126% 10
TCG
5666
Transcendent Capital Group
Oklahoma
$150M 338
TCPG
5667
Trivant Custom Portfolio Group
California
$150M +$14M +10% 228
UWS
5668
Unique Wealth Strategies
Illinois
$150M 133
CA
5669
Cresta Advisors
Texas
$150M +$20.8M +16% 53
NPFS
5670
Novak & Powell Financial Services
Florida
$150M 150
SVWG
5671
Shared Vision Wealth Group
United States
$150M 77
ECM
5672
EMC Capital Management
Texas
$150M +$13.5M +10% 291
FWS
5673
FinDec Wealth Services
California
$150M +$11.2M +8% 49
PFA
5674
Peak Financial Advisors
Colorado
$150M +$57.1M +62% 77
NCM
5675
Northland Capital Management
Minnesota
$150M +$1.84M +1% 34