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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
MC
2626
McMorgan & Co
California
$541M +$9.26M +2% 3.95% 30.1% 52 1.92%
MC
2627
MIG Capital
California
$540M -$12.6M -2% 12.3% 118% 17 29.41%
MCO
2628
MAK Capital One
New York
$540M +$12M +2% 1.14% 200% 11 18.18%
HCA
2629
Heck Capital Advisors
Wisconsin
$539M -$41M -7% 3.1% 62% 194 23.71%
UIA
2630
UG Investment Advisers
Taiwan
$538M +$351M +188% 2.17% 172% 22 54.55%
FPIS
2631
Financial Planning & Information Services
Wisconsin
$537M -$4.82M -0.9% 3.35% 13% 88 7.95%
LF
2632
Lee Financial
Texas
$537M -$34.3M -6% 2.45% 69.7% 867 13.73%
GWI
2633
Grace & White Inc
New York
$536M -$7.29M -1% 0.23% 61.5% 149 4.7%
UWPG
2634
Ullmann Wealth Partners Group
Florida
$535M +$36.5M +7% 3.33% 62.2% 102 6.86%
CSPAM
2635
Cary Street Partners Asset Management
Virginia
$535M -$3M -0.6% 3.17% 25.3% 209 14.83%
QCM
2636
Qsemble Capital Management
New York
$535M +$394M +280% 5.58% 39.9% 428 80.84%
AW
2637
Atlas Wealth
Ohio
$535M -$8.9M -2% 0.32% 43.5% 249 18.07%
AWA
2638
Artemis Wealth Advisors
New York
$535M -$14.3M -3% 3.37% 174% 79 13.92%
BPM
2639
Blue Pool Management
Hong Kong
$533M +$53.9M +11% 11.2% 72.8% 1 0%
PI
2640
PFG Investments
New York
$533M -$30.8M -5% 4.4% 106% 553 13.74%
SVCP
2641
Silicon Valley Capital Partners
California
$533M -$3.04M -0.6% 2.5% 75.5% 337 7.12%
BC
2642
Brio Consultants
California
$532M -$20.6M -4% 3.01% 42.7% 100 12%
RCM
2643
Redwood Capital Management
New York
$532M -$150M -22% 4.17% 313% 25 8%
LIA
2644
LS Investment Advisors
Michigan
$532M -$37.7M -7% 3.05% 85.7% 128 3.91%
KA
2645
KLCM Advisors
Wisconsin
$532M +$20.9M +4% 4.7% 122% 151 13.25%
NCM
2646
Nellore Capital Management
California
$532M -$2.78M -0.5% 0.55% 73.8% 14 28.57%
PWG
2647
Portside Wealth Group
Utah
$531M -$7.15M -1% 2.41% 81.1% 397 16.88%
SLT
2648
St Louis Trust
Missouri
$531M -$11.8M -2% 4.08% 71.4% 108 3.7%
BIA
2649
Biondo Investment Advisors
Pennsylvania
$531M -$10.1M -2% 4.28% 83.4% 83 15.66%
GP
2650
Greenline Partners
New York
$531M -$3.88M -0.7% 1.37% 69.6% 116 0.86%