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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
GAG
2926
GM Advisory Group
New York
$323M +$1.46M +0.5% 3.01% 53.6% 125 34.4%
FC
2927
Fulcrum Capital
Washington
$323M +$30.1M +10% 9.86% 83.4% 77 7.79%
SW
2928
SkyOak Wealth
Michigan
$323M 9.87% 73.4% 310
RCM
2929
Radnor Capital Management
Pennsylvania
$323M +$17.6M +6% 6.92% 86.6% 191 9.42%
FIA
2930
FNY Investment Advisers
New York
$323M -$4.37M -1% 22.4% 307% 1,291 65.92%
BPA
2931
Beacon Pointe Advisors
California
$323M +$91.1M +39% 8.05% 76.7% 225 27.11%
SGCM
2932
Sand Grove Capital Management
United Kingdom
$322M -$210M -39% 36.6% 410% 22 95.45%
M
2933
MRCap
New York
$322M +$13.5M +4% 18.8% 18 66.67%
HAIM
2934
Hunter Associates Investment Management
Pennsylvania
$322M +$31.2M +11% 9.1% 76.1% 183 15.85%
RP
2935
Rowlandmiller & Partners
Georgia
$322M +$26.8M +9% 7.8% 84% 161 21.12%
PW
2936
Price Wealth
Texas
$321M +$14.9M +5% 8.06% 17.5% 490 60.61%
GBCP
2937
Glade Brook Capital Partners
Connecticut
$321M -$33.3M -9% 0.56% 2 0%
BAM
2938
Bruderman Asset Management
New York
$320M -$75.6M -19% 4.39% 31.7% 118 23.73%
HFM
2939
Hartford Financial Management
Connecticut
$320M +$20.3M +7% 8.53% 79.6% 365 9.04%
IAA
2940
Ironsides Asset Advisors
North Carolina
$320M +$19.7M +7% 7.15% 44.9% 100 12%
CL
2941
CIM LLC
New York
$319M +$29.1M +10% 9% 108% 111 14.41%
CYG
2942
Clean Yield Group
Vermont
$319M +$15.8M +5% 6.63% 65% 372 14.52%
TCM
2943
Tradewinds Capital Management
Washington
$319M +$66.5M +26% 6.67% 85.2% 729 16.05%
WI
2944
WrapManager Inc
California
$318M +$15.1M +5% 5.95% 64.6% 292 14.38%
LWANC
2945
Laurel Wealth Advisors (North Carolina)
North Carolina
$318M +$25M +9% 7.11% 63.3% 560 6.79%
ECM
2946
Endurant Capital Management
California
$317M +$38.8M +14% 18.5% 18.4% 73 58.9%
FAM
2947
Formidable Asset Management
Ohio
$317M +$209M +194% 7.78% 52.2% 264 62.88%
RCA
2948
Resonant Capital Advisors
Wisconsin
$317M 6.63% 50.6% 202
BEC
2949
Blue Edge Capital
Virginia
$316M +$24.5M +8% 7.41% 67.4% 96 6.25%
UONDDL
2950
University of Notre Dame du Lac
Indiana
$316M -$19.1M -6% 18.2% 65 35.38%