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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
CC
2926
Crosslink Capital
California
$391M +$45.3M +13% 9.26% 135% 21 23.81%
9WM
2927
9258 Wealth Management
Ohio
$391M +$1.17M +0.3% 6.07% 49.6% 347 10.95%
EFL
2928
ERn Financial LLC
Wisconsin
$391M -$19.1M -5% 5.34% 55.9% 173 13.29%
PFG
2929
PAX Financial Group
Texas
$391M -$4.23M -1% 5.18% 56% 178 11.24%
GC
2930
GPI Capital
New York
$391M +$15.2M +4% 11.3% 261% 8 12.5%
SWM
2931
Sugarloaf Wealth Management
Georgia
$391M -$8.74M -2% 4.42% 10.2% 898 15.03%
TGAM
2932
TBH Global Asset Management
Tennessee
$390M -$32.2M -8% 5.36% 70.7% 165 11.52%
RCMC
2933
RK Capital Management (Colorado)
Colorado
$390M -$35.1M -8% 2.47% 89% 57 26.32%
PS
2934
Portfolio Strategies
New York
$389M -$39.1M -9% 4.56% 120% 51 3.92%
EEP
2935
Edgehill Endowment Partners
Connecticut
$389M -$8.28M -2% 4.76% 11.6% 9 0%
SFPM
2936
Sensible Financial Planning & Management
Massachusetts
$389M -$7.54M -2% 5.66% 24.5% 50 20%
FM
2937
Family Management
New York
$389M +$17.3M +5% 4.13% 69% 188 23.94%
SWA
2938
Sax Wealth Advisors
New Jersey
$389M -$4.68M -1% 5.3% 57.2% 171 11.7%
CIAS
2939
CFS Investment Advisory Services
New Jersey
$388M -$265M -41% 4.42% 54.1% 221 56.56%
SGA
2940
Sector Gamma AS
Norway
$388M -$58.9M -13% 0.42% 35.3% 38 21.05%
FCA
2941
FinTrust Capital Advisors
South Carolina
$388M -$11.9M -3% 4.4% 23.6% 1,311 10.3%
YWP
2942
YorkBridge Wealth Partners
New York
$388M +$5.33M +1% 3.94% 36.5% 296 13.51%
LS
2943
Liquid Strategies
Georgia
$388M -$28.2M -7% 5% 46.8% 7 0%
ACS
2944
Archford Capital Strategies
Illinois
$387M -$10.3M -3% 4.12% 76.2% 279 9.32%
HDIM
2945
Hanson & Doremus Investment Management
Vermont
$387M -$22.1M -5% 5.91% 80.8% 548 10.4%
BGC
2946
Blue Grotto Capital
Georgia
$387M -$2.21M -0.6% 0.33% 300% 24 45.83%
CWM
2947
Cranbrook Wealth Management
Michigan
$387M -$13.3M -3% 6.01% 48.8% 327 4.59%
LCM
2948
Legato Capital Management
California
$386M -$60M -13% 0.12% 243% 421 22.09%
HAIM
2949
Hunter Associates Investment Management
Pennsylvania
$386M -$19M -5% 5.04% 76.1% 236 6.78%
PRCP
2950
Pacific Ridge Capital Partners
Oregon
$386M -$38.1M -9% 4.1% 149% 130 5.38%