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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
WAM
2526
Wallington Asset Management
Indiana
$432M +$28.1M +7% 7.38% 108% 64 14.06%
GG
2527
Greenwood Gearhart
Arkansas
$432M +$51.7M +14% 8.06% 70.6% 68 13.24%
CPH
2528
C Partners Holding
Switzerland
$431M +$67.4M +19% 9.08% 25.6% 26 15.38%
FEG
2529
Financial Enhancement Group
Indiana
$431M +$33.8M +8% 6.55% 57.5% 288 21.18%
PCA
2530
Private Capital Advisors
Connecticut
$431M +$44.8M +12% 7.63% 138% 105 29.52%
IFAM
2531
Institutional & Family Asset Management
Colorado
$430M -$53.1M -11% 4.43% 19% 930 15.38%
I
2532
INVST
Indiana
$429M +$92.4M +27% 8.08% 78.5% 162 14.81%
CA
2533
Cornerstone Advisory
Maryland
$429M +$45.4M +12% 7.2% 53.5% 197 21.32%
CCP
2534
Cyrus Capital Partners
New York
$428M +$137M +47% 1.58% 163% 17 35.29%
IP
2535
Isthmus Partners
Wisconsin
$428M +$22.4M +6% 7.99% 61.1% 144 5.56%
SMG
2536
Spectrum Management Group
Indiana
$427M +$32.8M +8% 9.89% 44% 275 11.27%
PO
2537
Private Ocean
California
$427M +$19.3M +5% 3.44% 2.82% 578 16.78%
BIM
2538
Baldwin Investment Management
Pennsylvania
$427M +$108M +34% 14.2% 74.8% 204 26.47%
IDA
2539
Intelligence Driven Advisers
California
$426M +$144M +51% 5.5% 58.5% 107 46.73%
LWS
2540
Lucia Wealth Services
California
$426M +$47.8M +13% 7.38% 45.6% 185 9.19%
SIA
2541
Soltis Investment Advisors
Utah
$426M +$40.1M +10% 4.29% 80.8% 207 16.43%
HA
2542
Harbor Advisors
Florida
$426M +$35.3M +9% 9.41% 125% 160 10%
RPC
2543
Rossmore Private Capital
Connecticut
$426M +$63.4M +18% 6.23% 75.4% 197 16.75%
FA
2544
FCG Advisors
New Jersey
$425M +$42M +11% 6.15% 19.7% 202 23.27%
SCA
2545
Stieven Capital Advisors
Missouri
$425M -$8.07M -2% 2.47% 117% 50 16%
GCM
2546
Galibier Capital Management
Ontario, Canada
$425M +$113M +36% 8.29% 66.8% 40 12.5%
SFP
2547
Shepherd Financial Partners
Massachusetts
$425M +$56.5M +15% 8.2% 78% 136 15.44%
GA
2548
Gateway Advisory
New Jersey
$425M +$83.9M +25% 5.75% 26% 70 20%
WAM
2549
WT Asset Management
Hong Kong
$424M +$8.48M +2% 33.4% 2,788% 19 63.16%
MPW
2550
MA Private Wealth
California
$424M +$23.9M +6% 6.24% 57.5% 83 1.2%