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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
WA
2776
Wealth Architects
California
$225M +$8.55M +4% 3.23% 80.1% 123 10.57%
IIC
2777
Ironwood Investment Counsel
Arizona
$225M +$10.6M +5% 4.05% 54.7% 161 14.29%
GMA
2778
Goldstein Munger & Associates
California
$225M +$5.26M +2% 1.37% 11.9% 37 16.22%
JWM
2779
Janiczek Wealth Management
Colorado
$224M 1.28% 16.4% 55
CCP
2780
Cryder Capital Partners
United Kingdom
$224M +$53.3M +31% 1.01% 71.2% 12 25%
NFC
2781
Northeast Financial Consultants
Connecticut
$224M -$12.9M -5% 1.61% 63.8% 160 12.5%
AWA
2782
ARS Wealth Advisors
Florida
$223M -$13.1M -6% 1.06% 61.8% 109 15.6%
OSNBOA
2783
Old Second National Bank of Aurora
Illinois
$223M +$5.01M +2% 4.29% 89.5% 353 9.92%
FA
2784
FCG Advisors
New Jersey
$223M -$103M -32% 3.19% 19.7% 126 19.05%
PG
2785
Patten Group
Tennessee
$223M +$9.79M +5% 3.35% 71.1% 670 10.45%
KWMG
2786
King Wealth Management Group
Florida
$223M +$21.4M +11% 4.1% 75.4% 129 14.73%
GCM
2787
Grisanti Capital Management
New York
$222M +$15.5M +8% 4.02% 17.9% 60 25%
CC
2788
Callan Capital
California
$222M -$20.6M -8% 2.31% 20.1% 47 27.66%
BPCM
2789
Beach Point Capital Management
California
$222M +$34.7M +19% 12% 110% 20 45%
CYG
2790
Clean Yield Group
Vermont
$222M -$8.34M -4% 4.55% 44.8% 318 60.69%
CCM
2791
Coliseum Capital Management
Connecticut
$222M -$63.5M -22% 2.56% 13.7% 10 30%
NAMP
2792
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$222M -$17.4M -7% 2.83% 58.7% 119 8.4%
CHP
2793
Cable Hill Partners
Oregon
$221M +$81.7M +59% 0.61% 20.3% 1,012 32.11%
RP
2794
Rowlandmiller & Partners
Georgia
$221M +$5.17M +2% 4.2% 84% 126 7.14%
SC
2795
Spitfire Capital
California
$221M -$3.55M -2% 15.5% 25.9% 24 16.67%
IIM
2796
Ipswich Investment Management
Massachusetts
$221M +$16.5M +8% 4.05% 92.8% 135 5.93%
SD
2797
Sumway Development
China
$221M -$26.4M -11% 10.8% 9 0%
IHG
2798
Insight Holdings Group
New York
$221M -$108M -33% 10.2% 103% 4 50%
BO
2799
Bach Option
Hong Kong
$221M +$5.67M +3% 5.83% 30.6% 202 44.55%
SIRP
2800
Shelter Insurance Retirement Plan
Missouri
$221M +$1.34M +0.6% 1.24% 51.1% 41 0%