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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
BIC
2526
Beach Investment Counsel
Pennsylvania
$740M -$68.6M -8% 6.43% 36% 225 46.67%
CFA
2527
Cahill Financial Advisors
Minnesota
$738M +$6.67M +0.9% 1% 45.2% 275 12.73%
PGCM
2528
Prescott Group Capital Management
Oklahoma
$737M +$48.5M +7% 2.39% 124% 258 22.09%
GCM
2529
Genus Capital Management
British Columbia, Canada
$737M -$26.7M -3% 223 30.49%
EC
2530
Euclidean Capital
New York
$737M -$170M -19% 1.88% 76.3% 12 8.33%
OP
2531
ORG Partners
Indiana
$737M +$112M +18% 0.25% 69.5% 1,391 17.4%
JA
2532
JLB & Associates
Michigan
$737M -$40.6M -5% 1.69% 57.7% 79 2.53%
BRIM
2533
Broad Run Investment Management
Virginia
$736M -$92.3M -11% 2.29% 170% 24 0%
HWA
2534
HHM Wealth Advisors
Tennessee
$735M +$30.4M +4% 0.62% 62.3% 1,050 29.33%
IC
2535
Ikarian Capital
Texas
$735M +$18.1M +3% 91.2% 5,763% 212 50.94%
HFS
2536
Howard Financial Services
Texas
$735M +$42.6M +6% 0.75% 50.2% 194 17.53%
CPC
2537
Consolidated Planning Corp
Georgia
$735M +$62.4M +9% 1.85% 82.3% 214 15.89%
GIP
2538
Greatmark Investment Partners
Georgia
$734M -$3.06M -0.4% 0.1% 62% 143 8.39%
HI
2539
Hendershot Investments
Virginia
$734M -$2.47M -0.3% 1% 52.6% 132 2.27%
RMC
2540
Resources Management Corp
Connecticut
$733M -$8.67M -1% 1.07% 65.2% 470 10.21%
EAM
2541
EFG Asset Management
Oregon
$732M +$135M +23% 8.01% 211% 199 18.59%
WCM
2542
Wallace Capital Management
Texas
$732M -$6.66M -0.9% 2.16% 59% 90 15.56%
LNWTC
2543
Laird Norton Wetherby Trust Company
Washington
$731M -$32.2M -4% 1.06% 70.2% 96 29.17%
IWP
2544
Insight Wealth Partners
Texas
$730M +$224M +44% 0.9% 38.9% 104 12.5%
LG
2545
LaFleur & Godfrey
Michigan
$729M +$4.33M +0.6% 3.73% 85.2% 154 7.14%
MIM
2546
Monashee Investment Management
Massachusetts
$729M -$194M -21% 3.3% 447% 127 84.25%
SB
2547
Samsara BioCapital
California
$729M +$208M +40% 139% 1,814% 47 19.15%
AWAG
2548
ARS Wealth Advisors Group
Florida
$728M -$85.8M -11% 2.01% 77.1% 183 17.49%
SGCA
2549
Steel Grove Capital Advisors
Tennessee
$728M +$16M +2% 4.02% 93% 202 19.8%
EA
2550
Emerald Advisors
Washington
$726M +$34.7M +5% 2.78% 78.4% 96 9.38%