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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
MCM
2801
Maltese Capital Management
New York
$655M +$3.1M +0.5% 7.73% 114% 122 22.95%
FEG
2802
Financial Enhancement Group
Indiana
$654M +$140M +27% 0.02% 57.5% 157 52.23%
MCO
2803
MAK Capital One
New York
$654M +$164M +34% 15% 200% 13 46.15%
FI
2804
Fractal Investments
Connecticut
$653M +$61.9M +10% 8.77% 86.4% 85 12.94%
RDWM
2805
Red Door Wealth Management
Tennessee
$653M +$52M +9% 2.9% 100% 242 16.53%
SSA
2806
South Street Advisors
New York
$652M -$6.07M -0.9% 3.22% 169% 75 10.67%
VCM
2807
Vivaldi Capital Management
Illinois
$652M +$308M +89% 0.29% 69.2% 293 24.91%
RCM
2808
Ratan Capital Management
Florida
$652M +$281M +76% 16% 616% 44 31.82%
CAM
2809
Covenant Asset Management
New Jersey
$652M +$15.6M +2% 6.13% 158% 183 11.48%
IF
2810
Intrua Financial
Texas
$651M -$21.4M -3% 0.14% 71% 404 17.33%
PA
2811
Planning Alternatives
Michigan
$651M -$6.49M -1% 0.73% 69.6% 63 11.11%
IBOK
2812
Independence Bank of Kentucky
Kentucky
$650M +$185M +40% 1.17% 80.6% 652 14.57%
ECM
2813
Estabrook Capital Management
New York
$649M -$22M -3% 0.92% 87.2% 363 5.23%
AIP
2814
Almanack Investment Partners
Pennsylvania
$648M +$11.7M +2% 0.41% 77.8% 197 16.24%
FCM
2815
Fieldview Capital Management
Michigan
$648M 2.64% 402
DS
2816
Dudley & Shanley
Florida
$648M +$7.86M +1% 1.44% 57% 37 2.7%
CPA
2817
Capital Planning Advisors
California
$648M -$14.8M -2% 0.49% 64.2% 148 13.51%
MC
2818
McMorgan & Co
California
$647M -$2.8M -0.4% 1.59% 30.1% 60 10%
AHSW
2819
Adventist Health System West
California
$647M -$3.68M -0.6% 0.34% 60.2% 8 12.5%
PAI
2820
Palo Alto Investors
California
$645M -$124M -16% 0.2% 157% 47 12.77%
FG
2821
Foresight Group
United Kingdom
$645M +$593M +1,143% 8.38% 36 11.11%
AAM
2822
Auxier Asset Management
Oregon
$645M -$31.4M -5% 1.85% 71.7% 177 5.08%
HPM
2823
H. Partners Management
New York
$645M -$49.2M -7% 2.29% 13.5% 2 0%
AWA
2824
Alaska Wealth Advisors
Alaska
$643M -$23.4M -4% 2.38% 44.3% 113 43.36%
PIP
2825
Permian Investment Partners
Texas
$643M -$80.8M -11% 4.67% 78.6% 15 40%