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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
AC
2651
AWM Capital
Arizona
$658M +$58.2M +10% 0.51% 46.9% 90 10%
GP
2652
Greenline Partners
New York
$657M +$29.7M +5% 1.1% 69.6% 136 13.24%
BCC
2653
Biglari Capital Corp
Texas
$657M -$89.3M -12% 7.8% 72.7% 12 0%
AC
2654
Albar Capital
United Kingdom
$656M +$67.7M +11% 9.84% 163% 46 63.04%
WP
2655
WealthShield Partners
North Carolina
$656M +$38M +6% 2.6% 71% 495 9.9%
JGUA
2656
John G. Ullman & Associates
New York
$655M +$3.66M +0.6% 0.73% 156% 187 11.23%
GWWM
2657
Great Waters Wealth Management
Minnesota
$655M +$42.5M +7% 0.79% 46.3% 108 12.04%
TCP
2658
TSG Consumer Partners
California
$655M -$929M -59% 7.51% 70.1% 2 0%
FPIS
2659
Financial Planning & Information Services
Wisconsin
$655M -$10.9M -2% 0.24% 13% 90 12.22%
IFAM
2660
Institutional & Family Asset Management
Colorado
$654M +$27M +4% 0.68% 19% 794 13.1%
WAM
2661
Wallington Asset Management
Indiana
$654M +$15.7M +2% 0.85% 108% 90 10%
RWA
2662
Redhawk Wealth Advisors
Minnesota
$654M +$39.8M +6% 3.87% 111% 345 24.64%
PIM
2663
Parker Investment Management
California
$654M +$10.8M +2% 13.7% 208% 32 3.13%
SLT
2664
St Louis Trust
Missouri
$654M +$14M +2% 0.89% 71.4% 126 3.97%
IWA
2665
Inspirion Wealth Advisors
Illinois
$654M +$48.6M +8% 0.06% 47% 155 5.81%
JTWM
2666
Jackson Thornton Wealth Management
Alabama
$653M +$63.5M +11% 1.27% 64.4% 58 12.07%
DG
2667
Discerene Group
Connecticut
$652M -$37.5M -5% 4.24% 48.6% 11 0%
WP
2668
Waycross Partners
Kentucky
$652M +$70.4M +12% 3.6% 87.7% 77 18.18%
DOA
2669
D'Orazio & Associates
Virginia
$652M +$31.3M +5% 2.17% 61.2% 226 12.83%
PCS
2670
Personal CFO Solutions
New Jersey
$651M +$9.94M +2% 1.9% 91.4% 604 22.52%
PRS
2671
Pinkerton Retirement Specialists
Idaho
$651M +$28.6M +5% 2.54% 82.9% 153 34.64%
RCM
2672
Redwood Capital Management
New York
$650M -$59.1M -8% 6.03% 313% 21 23.81%
9WM
2673
9258 Wealth Management
Ohio
$650M +$7.69M +1% 5.14% 49.6% 356 6.46%
ECM
2674
Estabrook Capital Management
New York
$650M +$2.4M +0.4% 2.97% 87.2% 363 4.96%
CTC
2675
Chai Trust Company
Illinois
$649M -$273M -30% 0.83% 12.7% 13 23.08%