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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
ACP
2826
Aveo Capital Partners
Colorado
$601M -$312M -34% 0.02% 19.1% 353 54.67%
CCM
2827
Callodine Capital Management
Massachusetts
$601M +$117M +24% 2.95% 43.6% 50 30%
MHS
2828
M Holdings Securities
Oregon
$601M -$19.2M -3% 2.11% 68.2% 153 21.57%
IWP
2829
Insight Wealth Partners
Texas
$601M -$129M -18% 0.62% 38.9% 112 18.75%
SSCM
2830
Summit Street Capital Management
New York
$601M -$37.3M -6% 1.99% 144% 30 0%
SPIA
2831
Strategic Point Investment Advisors
Rhode Island
$600M -$13.2M -2% 0.71% 51.9% 35 2.86%
KCPG
2832
Kavar Capital Partners Group
Kansas
$600M +$8.26M +1% 0.41% 77.2% 190 14.74%
SJIC
2833
St. James Investment Company
Texas
$600M +$20.9M +4% 9.04% 47.7% 33 24.24%
HPA
2834
High Probability Advisors
New York
$600M +$41.8M +7% 0.13% 49.7% 56 3.57%
FA
2835
Fagan Associates
New York
$600M -$29.9M -5% 2.13% 87.7% 136 12.5%
CCG
2836
Chatham Capital Group
Georgia
$599M -$8.67M -1% 1.47% 89.9% 203 7.39%
BRIM
2837
Broad Run Investment Management
Virginia
$599M -$137M -19% 2.11% 170% 25 8%
EWA
2838
Evolution Wealth Advisors
Florida
$599M +$1.16M +0.2% 3.02% 84.5% 158 15.19%
CBT
2839
Central Bank & Trust
Kentucky
$599M -$62.1M -9% 3.33% 110% 189 8.99%
FAM
2840
Formidable Asset Management
Ohio
$598M -$10.7M -2% 0.53% 52.2% 409 14.91%
LFA
2841
Legacy Financial Advisors
Kentucky
$598M -$6.91M -1% 0.86% 65.8% 380 13.95%
GWS
2842
Glassman Wealth Services
Virginia
$598M +$3.38M +0.6% 1.14% 56.4% 218 22.94%
CCM
2843
Canal Capital Management
Virginia
$597M -$20.3M -3% 1.07% 67.8% 188 22.87%
AMCI
2844
Al Mehwar Commercial Investments
United Arab Emirates
$597M -$97.1M -14% 14% 2 50%
MA
2845
Madrone Advisors
California
$597M +$72.2M +14% 8.14% 34.6% 6 0%
EFG
2846
Embree Financial Group
Illinois
$597M +$11.4M +2% 2.67% 214 14.49%
RCM
2847
Radnor Capital Management
Pennsylvania
$597M -$1.52M -0.3% 1.26% 86.6% 328 8.54%
PC
2848
Pier Capital
Connecticut
$597M -$104M -15% 11.4% 153% 131 21.37%
CAM
2849
Clark Asset Management
New Hampshire
$596M +$61M +11% 0.36% 45.5% 165 21.21%
VCM
2850
Versant Capital Management
Arizona
$596M +$132M +28% 3.25% 82.4% 2,658 16.18%