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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
2751
Personal CFO Solutions
New Jersey
$484M +$11.8M +3% 4.78% 91.4% 516 19.96%
BCA
2752
Bernzott Capital Advisors
California
$484M -$289M -37% 2.85% 46.6% 54 12.96%
SB
2753
Samsara BioCapital
California
$484M +$19.2M +4% 5.92% 1,580% 59 11.86%
LOPW
2754
Live Oak Private Wealth
North Carolina
$484M +$278K +0.1% 2.86% 65% 174 8.05%
HIP
2755
HUB Investment Partners
Texas
$484M +$25.6M +6% 6.6% 95.7% 248 56.05%
BWA
2756
BlueSky Wealth Advisors
North Carolina
$484M +$31.3M +7% 5% 42.9% 71 5.63%
AHSW
2757
Adventist Health System West
California
$483M +$26.3M +6% 5.81% 60.2% 5 0%
DWP
2758
Destiny Wealth Partners
Florida
$483M +$21.3M +5% 5.39% 63.7% 685 74.45%
GWSG
2759
GPS Wealth Strategies Group
Colorado
$483M +$150M +45% 10.2% 118% 1,252 90.58%
WC
2760
Wexford Capital
Florida
$483M -$3.25M -0.7% 6.5% 128% 242 73.14%
PCP
2761
Polunin Capital Partners
United Kingdom
$483M +$82.2M +21% 10.1% 252% 25 12%
SW
2762
SlateStone Wealth
Florida
$483M +$68.4M +16% 8.08% 79.1% 220 15%
CCMINC
2763
Cardinal Capital Management Inc (North Carolina)
North Carolina
$482M +$12.2M +3% 3.24% 77.6% 143 6.99%
HWM
2764
HFG Wealth Management
Texas
$482M 5.97% 76
IF
2765
Intrua Financial
Texas
$482M +$49.2M +11% 5.59% 71% 357 14.85%
AFG
2766
Arkansas Financial Group
Arkansas
$481M +$25.1M +6% 2.74% 39.1% 64 1.56%
FBCM
2767
Fort Baker Capital Management
California
$481M +$151M +46% 4.47% 46.3% 119 41.18%
BEP
2768
Bluescape Energy Partners
Texas
$481M +$53.9M +13% 12.7% 57.9% 4 25%
TCM
2769
Towercrest Capital Management
Pennsylvania
$481M +$29.1M +6% 4.92% 39.1% 95 5.26%
PC
2770
PM Capital
Australia
$481M +$5.29M +1% 2.81% 105% 10 0%
EC
2771
Edenbrook Capital
New York
$480M +$56.7M +13% 5.82% 267% 14 7.14%
AACP
2772
Advantage Alpha Capital Partners
California
$480M -$13.3M -3% 11.4% 79.2% 127 30.71%
WIA
2773
World Investment Advisors
California
$480M +$43.9M +10% 5.87% 65.4% 270 22.59%
SEC
2774
Seven Eight Capital
New York
$480M +$96.7M +25% 7.98% 13.6% 645 75.81%
ACS
2775
Archford Capital Strategies
Illinois
$480M +$44.8M +10% 6.22% 76.2% 282 5.67%