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
OC
6451
Optima Capital
Oregon
$145M 152
NWM
6452
NRI Wealth Management
California
$145M 26
SFG
6453
Seamount Financial Group
Colorado
$145M +$11.8M +9% 100
MF
6454
Meridian Financial
Massachusetts
$145M -$4.94M -3% 129
GIS
6455
Graphene Investments SAS
France
$145M -$11.2M -7% 47
FTIA
6456
Four Tree Island Advisory
New Hampshire
$145M 23
PSFG
6457
Park Square Financial Group
Georgia
$145M 956
MSWA
6458
Marshall & Sterling Wealth Advisors
New York
$145M 361
EWM
6459
Echo Wealth Management
Minnesota
$145M +$1.64M +1% 49
WAG
6460
Wallace Advisory Group
California
$145M +$8M +6% 199
HIA
6461
Harvest Investment Advisors
Florida
$145M -$2.29M -2% 57
ACM
6462
Arlington Capital Management
Illinois
$145M +$23.1M +19% 100
PBK
6463
Peoples Bank (Kansas)
Kansas
$145M -$4.5M -3% 326
CP
6464
Clayton Partners
California
$145M +$5.76M +4% 43
NRWA
6465
North Ridge Wealth Advisors
Oregon
$144M -$2.61M -2% 195
WWM
6466
Whalen Wealth Management
Nevada
$144M +$2.95M +2% 182
TFG
6467
Taylor Financial Group
Virginia
$144M -$328K -0.2% 102
BMD
6468
Better Money Decisions
New Mexico
$144M +$3.34M +2% 70
NIF
6469
Nalanda India Fund
Mauritius
$144M -$54.1M -27% 1
HPC
6470
Highland Peak Capital
Connecticut
$144M -$10.2M -7% 29
NWMP
6471
Noble Wealth Management PBC
Colorado
$144M 459
ICM
6472
Islay Capital Management
Texas
$144M -$5.1M -3% 229
FWS
6473
FinDec Wealth Services
California
$144M -$28.2M -16% 43
AA
6474
Atmos Advisory
Pennsylvania
$144M +$3.3M +2% 32
OS
6475
Objectivity Squared
South Carolina
$144M +$83.7K +0.1% 55