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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
SCM
2551
SIR Capital Management
New York
$904M -$211M -19% 5.27% 71.1% 99 40.4%
JWBC
2552
J.W. Burns & Co
New York
$903M +$19.7M +2% 3.37% 78.5% 190 6.84%
CIPU
2553
Caledonia Investments plc (UK)
United Kingdom
$902M -$114M -11% 7.74% 48.7% 17 23.53%
PWA
2554
Provenance Wealth Advisors
Florida
$902M +$129M +17% 1.9% 55.9% 446 8.07%
SWM
2555
Sendero Wealth Management
Texas
$902M +$48.8M +6% 3.86% 86.3% 202 9.41%
DA
2556
Denali Advisors
California
$901M +$15.9M +2% 0.96% 106% 352 24.43%
EPAM
2557
Euro Pacific Asset Management
Puerto Rico
$901M +$72.2M +9% 12.1% 122% 97 12.37%
IP
2558
Isthmus Partners
Wisconsin
$901M +$450M +100% 3.29% 61.1% 222 24.32%
MFG
2559
MidWestOne Financial Group
Iowa
$900M +$77M +9% 8.9% 62.7% 325 13.23%
GWP
2560
Gateway Wealth Partners
Wisconsin
$898M +$158M +21% 2.02% 58.9% 484 20.45%
ACA
2561
Atlas Capital Advisors
Wyoming
$898M 4.38% 971
EI
2562
EAM Investors
California
$898M +$25.6M +3% 35.8% 6,012% 377 61.54%
GFG
2563
Goldstone Financial Group
Illinois
$898M +$52.4M +6% 1.68% 54.9% 229 10.92%
ACM
2564
Ashford Capital Management
Delaware
$898M -$96.4K -0% 9.75% 150% 120 17.5%
TI
2565
Think Investments
California
$897M +$141M +19% 4.15% 285% 29 41.38%
CFP
2566
Catalyst Financial Partners
Massachusetts
$897M +$67.6M +8% 4.4% 98.6% 343 13.41%
VCM
2567
Violich Capital Management
California
$896M +$55.6M +7% 7.05% 100% 119 12.61%
SFM
2568
Signet Financial Management
New Jersey
$895M +$33.6M +4% 3.5% 65.2% 300 7.67%
LI
2569
LVZ Inc
Michigan
$894M +$14.8M +2% 1.6% 47.1% 175 10.86%
NCM
2570
Nellore Capital Management
California
$893M -$23.5M -3% 5.3% 73.8% 14 21.43%
CCG
2571
Cypress Capital Group
Florida
$893M +$56.2M +7% 6.53% 97.8% 242 11.57%
NA
2572
Navellier & Associates
Nevada
$892M -$93.5M -9% 4.5% 361% 390 25.13%
RWA
2573
Redhawk Wealth Advisors
Minnesota
$892M +$30.4M +4% 3.34% 111% 399 23.56%
RWA
2574
River Wealth Advisors
Pennsylvania
$892M +$36.4M +4% 3.43% 80.3% 217 10.6%
RCG
2575
Rock Creek Group
District of Columbia
$892M -$58.6M -6% 0.44% 37.2% 62 29.03%