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
MFW
1901
Meristem Family Wealth
Minnesota
$925M -$242M -21% 399
MTC
1902
McDaniel Terry & Co
Texas
$925M -$73.2M -7% 112
PBCM
1903
Point Break Capital Management
Florida
$924M -$154M -14% 31
PC
1904
Pelham Capital
United Kingdom
$923M -$841M -48% 14
BFIM
1905
Beese Fulmer Investment Management
Ohio
$923M -$38.7M -4% 252
EWM
1906
Executive Wealth Management
Michigan
$922M -$83M -8% 213
OP
1907
Oldfield Partners
United Kingdom
$920M +$150M +19% 23
MYIA
1908
Mount Yale Investment Advisors
Colorado
$920M -$38.5M -4% 500
SFG
1909
StrategIQ Financial Group
Indiana
$920M -$78.1M -8% 306
SAM
1910
Simplify Asset Management
Nevada
$919M +$125M +16% 100
SCM
1911
Scopia Capital Management
New York
$919M -$107M -10% 21
CIAS
1912
Capital Investment Advisory Services
North Carolina
$919M +$74.5M +9% 891
JSW
1913
Journey Strategic Wealth
New Jersey
$917M -$43.5M -5% 246
RAA
1914
RWC Asset Advisors
Florida
$916M +$89.5M +11% 14
RPGK
1915
Retirement Planning Group (Kansas)
Kansas
$915M -$119M -12% 118
MWM
1916
Meridian Wealth Management
Kentucky
$915M -$21.5M -2% 434
EF
1917
Empowered Funds
Pennsylvania
$915M +$28.1M +3% 316
GP
1918
Girard Partners
Pennsylvania
$914M -$6.42M -0.7% 268
CF
1919
Covea Finance
France
$912M -$229M -20% 58
KA
1920
Kintegral Advisory
New York
$911M -$52.7M -5% 267
JAFL
1921
Jay A. Fishman Ltd
Michigan
$908M -$28.3M -3% 99
MTCM
1922
Mint Tower Capital Management
Netherlands
$907M +$332M +58% 430
MRCP
1923
Maple Rock Capital Partners
Ontario, Canada
$905M +$102M +13% 34
FBFS
1924
First Business Financial Services
Wisconsin
$904M -$40.6M -4% 180
BTWM
1925
Baker Tilly Wealth Management
Wisconsin
$904M -$27.7M -3% 574