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
WFAG
6001
Worth Financial Advisory Group
North Carolina
$144M +$19.2M +15% 146
NCFG
6002
New Century Financial Group
New Jersey
$144M +$28.6M +25% 204
HP
6003
Highlander Partners
Texas
$144M +$19.2M +15% 45
SC
6004
Solstein Capital
California
$144M +$9.08M +7% 324
FCM
6005
Fourpath Capital Management
Oklahoma
$144M -$2.97M -2% 148
TC
6006
Tacita Capital
Ontario, Canada
$144M +$9.15M +7% 229
IP
6007
Isomer Partners
New York
$144M -$22.8M -14% 11
MRI
6008
Mad River Investors
Massachusetts
$144M +$36.3M +34% 29
DAM
6009
Diamant Asset Management
Connecticut
$144M +$9.06M +7% 73
PD
6010
Planning Directions
Pennsylvania
$144M +$3.75M +3% 80
LAIC
6011
Lederer & Associates Investment Counsel
California
$144M +$8.84M +7% 89
EC
6012
EJF Capital
Virginia
$144M -$47.4M -25% 102
MCWA
6013
Meadow Creek Wealth Advisors
Georgia
$144M +$40.9M +40% 132
MWM
6014
Meritas Wealth Management
California
$144M +$10.3M +8% 53
FCM
6015
Family Capital Management
Michigan
$143M +$2.42M +2% 77
MWVC
6016
Morgens Waterfall Vintiadis & Co
New York
$143M +$14.3M +11% 43
DC
6017
Destiny Capital
Colorado
$143M +$203K +0.1% 50
NCMW
6018
Northern Capital Management (Washington)
Washington
$143M +$31.6M +28% 38
BFP
6019
Beacon Financial Planning
Massachusetts
$143M +$15.5M +12% 36
KA
6020
Kore Advisors
Florida
$143M -$11.4M -7% 24
TSW
6021
Three Seasons Wealth
Utah
$143M +$29.2M +26% 94
NCM
6022
Northland Capital Management
Minnesota
$143M -$6.68M -4% 32
CG
6023
Clarus Group
Texas
$143M +$10.7M +8% 109
SF
6024
SWP Financial
California
$143M +$13.9M +11% 49
MSCM
6025
Marlin Sams Capital Management
New York
$143M +$10.9M +8% 2