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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
GIPM
2501
G2 Investment Partners Management
New York
$544M +$130M +31% 38.3% 1,145% 102 46.08%
AIM
2502
Anatole Investment Management
Hong Kong
$544M +$171M +46% 74.7% 3,486% 8 37.5%
LGWM
2503
Litman Gregory Wealth Management
California
$544M +$60.2M +12% 12.6% 55.5% 223 21.97%
IGM
2504
Incline Global Management
New York
$544M +$20.2M +4% 9.57% 40.1% 25 56%
WHP
2505
Washington Harbour Partners
Virginia
$544M 43.2% 162% 40
BCIMC
2506
Boyu Capital Investment Management Company
Hong Kong
$544M 70.5% 11
BAM
2507
Bayview Asset Management
Florida
$544M +$293M +117% 41.8% 55.4% 15 33.33%
DS
2508
Dudley & Shanley
Florida
$543M +$132M +32% 13.2% 57% 31 12.9%
CCM
2509
Carlson Capital Management
Minnesota
$543M +$80.9M +18% 14.7% 9.85% 140 15%
ZIG
2510
Zuckerman Investment Group
Illinois
$543M +$92M +20% 22.7% 111% 91 14.29%
PCG
2511
Private Capital Group
Connecticut
$543M +$66.9M +14% 13.8% 30.1% 2,262 8.89%
CC
2512
Criteria Caixa
Spain
$542M +$102M +23% 18.7% 35.5% 48 37.5%
TCM
2513
Tufton Capital Management
Maryland
$542M +$58.2M +12% 14.1% 86.5% 127 10.24%
BMM
2514
Berkshire Money Management
Massachusetts
$542M +$60.5M +13% 9.83% 56.5% 34 23.53%
WP
2515
WealthShield Partners
North Carolina
$542M +$256M +90% 12% 71% 439 43.05%
RMC
2516
Regis Management Company
California
$542M +$58.4M +12% 15.7% 5.33% 54 1.85%
CFG
2517
CKW Financial Group
Hawaii
$542M +$42M +8% 13.6% 62.4% 186 6.45%
CL
2518
CIM LLC
New York
$542M +$50.7M +10% 13.3% 108% 171 19.3%
TPC
2519
Tiger Pacific Capital
New York
$541M +$147M +37% 45.6% 84.5% 17 35.29%
FANJ
2520
Financial Architects (New Jersey)
New Jersey
$541M +$87.1M +19% 11.2% 31.3% 323 22.6%
FG
2521
Foster Group
Iowa
$541M 16.8% 50.2% 109
VCM
2522
Vector Capital Management
California
$540M +$77.4M +17% 43.2% 42.7% 5 40%
SIA
2523
Soltis Investment Advisors
Utah
$540M +$114M +27% 14.4% 80.8% 227 17.18%
SL
2524
Salomon & Ludwin
Virginia
$539M +$59.2M +12% 16% 52.6% 75 12%
BWL
2525
Bogart Wealth LLC
Virginia
$539M +$88.2M +20% 10.3% 60.5% 516 15.31%