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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
CWS
2926
Confluence Wealth Services
Pennsylvania
$429M +$44.1M +11% 6.03% 64.5% 262 12.21%
PGCM
2927
Prescott Group Capital Management
Oklahoma
$428M -$30.5M -7% 2.08% 124% 205 30.24%
WAM
2928
Winslow Asset Management
Ohio
$428M +$5.81M +1% 8.31% 83.3% 76 7.89%
ME
2929
McIlrath & Eck
Washington
$428M +$40.1M +10% 6.96% 44% 982 16.19%
AACA
2930
American Assets Capital Advisers
California
$428M +$15.3M +4% 11.2% 73.5% 41 29.27%
HPA
2931
High Probability Advisors
New York
$428M +$62.8M +17% 4.19% 49.7% 44 2.27%
BIA
2932
Bell Investment Advisors
California
$427M +$25.8M +6% 3.44% 31.2% 2,026 10.22%
SIA
2933
SkyView Investment Advisors
New Jersey
$427M +$96.9M +29% 5.58% 62.6% 868 50.35%
HA
2934
Harbor Advisors
Florida
$427M +$26.8M +7% 10.2% 125% 167 12.57%
SL
2935
Sentry LLC
Tennessee
$427M 21.4% 55% 116
SR
2936
Swiss Re
Switzerland
$426M -$120M -22% 3.43% 9 11.11%
MWA
2937
Monograph Wealth Advisors
California
$426M +$48.5M +13% 7.58% 59.7% 97 14.43%
IA
2938
Insight Advisors
Pennsylvania
$426M +$140M +49% 5.74% 51.7% 338 17.46%
AWM
2939
Affinity Wealth Management
Delaware
$426M +$3.91M +0.9% 7.27% 116% 127 30.71%
BOSSRA
2940
B.O.S.S. Retirement Advisors
Utah
$426M +$35M +9% 6.73% 69.7% 237 15.61%
CIP
2941
Capital Insight Partners
Arizona
$425M +$39.8M +10% 5.15% 51.7% 172 13.95%
BCM
2942
Buckhead Capital Management
Georgia
$425M +$10.5M +3% 2.26% 54.4% 126 5.56%
ECM
2943
EagleClaw Capital Management
Massachusetts
$424M +$10.6M +3% 5.28% 96.5% 132 8.33%
HPCM
2944
Hunter Perkins Capital Management
Illinois
$424M -$20M -4% 1.16% 58% 123 31.71%
SFPM
2945
Sensible Financial Planning & Management
Massachusetts
$424M +$21.3M +5% 3.52% 24.5% 32 0%
MC
2946
MSD Capital
New York
$423M +$218M +107% 3.9% 19.8% 5 20%
MP
2947
Marcho Partners
United Kingdom
$423M -$2.36M -0.6% 27% 112% 12 8.33%
GCM
2948
Galibier Capital Management
Ontario, Canada
$423M -$70.5M -14% 2.74% 66.8% 43 9.3%
MCP
2949
Mirador Capital Partners
California
$422M -$796K -0.2% 6.64% 102% 214 22.9%
TWM
2950
Tanager Wealth Management
United Kingdom
$422M +$50.6M +14% 6.78% 48.1% 89 30.34%