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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
PCS
2701
Personal CFO Solutions
New Jersey
$578M +$71.6M +14% 10.7% 91.4% 553 25.32%
BCC
2702
Bain Capital Credit
Massachusetts
$577M -$37.7M -6% 3.5% 14.4% 9 33.33%
IWP
2703
Insight Wealth Partners
Texas
$577M +$60.1M +12% 4.68% 63.2% 79 15.19%
CF
2704
Clarity Financial
Texas
$577M -$18.6M -3% 7.13% 56.8% 129 23.26%
LIA
2705
LS Investment Advisors
Michigan
$577M +$44.7M +8% 11.7% 85.7% 134 8.21%
SIS
2706
Strategic Investment Solutions
Illinois
$576M -$7.53B -93% 4.38% 1,250 51.12%
PAG
2707
Private Advisory Group
Washington
$576M +$70.1M +14% 16.2% 177% 240 40%
DBG
2708
De Burlo Group
Massachusetts
$576M $0 0% 13.7% 147% 81 0%
KFGK
2709
Keystone Financial Group (Kentucky)
Kentucky
$575M -$21.9M -4% 10.6% 116% 319 12.54%
SC
2710
Slow Capital
California
$575M +$30.1M +6% 12.7% 124% 127 7.09%
HWA
2711
HHM Wealth Advisors
Tennessee
$575M +$62.8M +12% 11.1% 62.3% 834 16.43%
M
2712
Murchinson
Ontario, Canada
$574M -$205M -26% 10.6% 107% 77 79.22%
MC
2713
Montag & Caldwell
Georgia
$573M -$206M -26% 15% 91.3% 89 11.24%
FWP
2714
Falcon Wealth Planning
California
$572M +$111M +24% 10.2% 52.7% 134 19.4%
UFF
2715
USA Financial Formulas
Michigan
$572M +$505M +754% 11.7% 98.9% 570 54.91%
CIG
2716
Cullen Investment Group
Louisiana
$571M 9.55% 172
PA
2717
Planning Alternatives
Michigan
$571M +$55M +11% 10.8% 69.6% 51 13.73%
CICI
2718
Capital Investment Counsel Inc
North Carolina
$571M +$73.3M +15% 11.7% 153% 236 16.1%
PGCM
2719
Prescott Group Capital Management
Oklahoma
$571M +$120M +26% 15.9% 148% 193 30.57%
AFAS
2720
Acorn Financial Advisory Services
Virginia
$571M +$10.5M +2% 11.2% 96.9% 257 11.67%
LF
2721
Lee Financial
Texas
$570M +$33.2M +6% 9.28% 69.7% 945 20.53%
GWI
2722
Grace & White Inc
New York
$570M +$33.5M +6% 9.03% 61.5% 145 2.76%
FFM
2723
FengHe Fund Management
Singapore
$570M +$149M +35% 29.4% 902% 25 60%
ME
2724
McIlrath & Eck
Washington
$569M +$71.6M +14% 10.2% 44% 958 11.27%
AVA
2725
Atlas Venture Advisors
Massachusetts
$569M +$98.3M +21% 21.1% 29.2% 5 0%