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
AA
6026
Aufman Associates
Pennsylvania
$133M +$13.3M +11% 43
IWP
6027
Insight Wealth Partners
Texas
$132M +$13.4M +11% 78
SNBOSCI
6028
Security National Bank of Sioux City Iowa
Iowa
$132M +$4.3M +3% 95
PSC
6029
Piper Sandler & Co
Minnesota
$132M +$26.8M +25% 22
BC
6030
Bridgefront Capital
Texas
$132M -$10.2M -7% 597
MPCG
6031
Matrix Private Capital Group
New York
$132M -$1.64M -1% 179
HWP
6032
Hibernia Wealth Partners
Louisiana
$132M +$4.3M +3% 362
PAWA
6033
Palo Alto Wealth Advisors
California
$132M +$12.4M +10% 42
FIS
6034
Fischer Investment Strategies
California
$132M +$33.8M +34% 38
SI
6035
SCP Investment
California
$132M +$707K +0.5% 61
CG
6036
Clarus Group
Texas
$132M -$5.66M -4% 117
WAM
6037
Werlinich Asset Management
Connecticut
$132M +$10.9M +9% 61
QGA
6038
Q Global Advisors
Texas
$132M -$23.5M -15% 160
MSCM
6039
Marlin Sams Capital Management
New York
$132M +$26.1M +25% 2
BDS
6040
Banco de Sabadell
Florida
$132M +$16.5M +14% 85
BCM
6041
Beaumont Capital Management
Massachusetts
$132M -$6.98M -5% 51
MFG
6042
Marmo Financial Group
Tennessee
$132M +$26.3M +25% 19
BCM
6043
BluePointe Capital Management
California
$132M 87
TFP
6044
TrueWealth Financial Partners
Washington
$132M +$10M +8% 16
KFS
6045
Kaizen Financial Strategies
California
$132M +$13.3M +11% 127
SWA
6046
Sightline Wealth Advisors
Connecticut
$132M +$24.4M +23% 75
PFA
6047
Plotkin Financial Advisors
Maryland
$131M +$17.9M +16% 83
AC
6048
AIFG Consultants
New York
$131M +$10.9M +9% 42
NAAA
6049
New Age Alpha Advisors
New York
$131M 38
OPPS
6050
Obsidian Personal Planning Solutions
Maryland
$131M +$14.3M +12% 87