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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
PCM
2876
Parsifal Capital Management
Connecticut
$826M -$23.4M -3% 29.3% 154% 20 35%
SWIG
2877
Strategic Wealth Investment Group
Kentucky
$825M +$36.7M +5% 6.64% 109 18.35%
JGUA
2878
John G. Ullman & Associates
New York
$824M +$70.1M +9% 26.3% 156% 191 14.14%
RP
2879
Rice Partnership
Hawaii
$824M +$92.1M +13% 22.6% 123% 190 16.32%
WRPWM
2880
Werba Rubin Papier Wealth Management
California
$824M +$105M +15% 13% 67% 326 19.94%
IA
2881
Intellus Advisors
Florida
$823M +$91.7M +13% 17.9% 139 13.67%
MGAM
2882
McGowan Group Asset Management
Texas
$823M +$37.8M +5% 14.2% 69.8% 168 16.67%
HVIA
2883
Hudson Valley Investment Advisors
New York
$823M +$51.5M +7% 16.8% 94.6% 152 10.53%
LS
2884
Leelyn Smith
Illinois
$822M +$109M +15% 20.7% 77.3% 165 11.52%
SCM
2885
Sirios Capital Management
Massachusetts
$822M -$2.51M -0.3% 22.5% 177% 95 24.21%
SCP
2886
Sivia Capital Partners
California
$822M +$306M +59% 25.9% 608 36.35%
GSWM
2887
Greenup Street Wealth Management
Michigan
$822M +$111M +16% 15.8% 65.6% 153 24.84%
AC
2888
Avenir Corporation
Virginia
$821M +$238K +0% 4.1% 34.4% 82 15.85%
LFA
2889
Legacy Financial Advisors
Kentucky
$820M +$105M +15% 19% 86.3% 453 14.79%
CA
2890
Capital Advantage
California
$820M +$54.7M +7% 11.4% 44.4% 161 16.77%
FA
2891
Faithward Advisors
Pennsylvania
$819M +$119M +17% 20.1% 119% 354 30.51%
CCM
2892
Canal Capital Management
Virginia
$819M +$79.9M +11% 13.2% 67.8% 243 24.28%
LSIA
2893
LaSalle St. Investment Advisors
Illinois
$818M +$108M +15% 12.6% 61.9% 454 14.98%
DA
2894
Dillon & Associates
Michigan
$817M +$90.8M +13% 16.1% 98.2% 81 8.64%
FRIHG
2895
Fund Resources Investment Holding Group
$817M +$735M +901% 225% 8 100%
MCP
2896
Mirador Capital Partners
California
$817M +$110M +16% 27.2% 102% 229 15.28%
BIA
2897
Biondo Investment Advisors
Pennsylvania
$817M +$36.9M +5% 8.42% 83.4% 94 18.09%
SBCM
2898
Schwerin Boyle Capital Management
Massachusetts
$816M +$28M +4% 8.14% 72.3% 49 4.08%
FAN
2899
Financial Advisors Network
California
$816M +$91.3M +13% 13.1% 219 11.87%
AIC
2900
Ayalon Insurance Company
Israel
$815M +$325M +66% 22.1% 89.3% 70 18.57%