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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
CA
2951
Capital Advantage
California
$316M +$27.4M +9% 5.6% 44.4% 99 12.12%
LFA
2952
Legacy Financial Advisors
Kentucky
$316M +$15.4M +5% 4.33% 86.3% 118 8.47%
IWP
2953
Icon Wealth Partners
Texas
$316M +$23.8M +8% 6.26% 185 16.22%
FTCM
2954
First Trust Capital Management
Illinois
$316M +$7.89M +3% 29.8% 214% 64 76.56%
IEFM
2955
IQ EQ Fund Management
Ireland
$316M +$6.97M +2% 9.03% 109% 157 4.46%
IIA
2956
IPG Investment Advisors
California
$316M +$29.3M +10% 11% 106% 150 23.33%
KWM
2957
Keebeck Wealth Management
Illinois
$315M 7.53% 81.3% 339
SAS
2958
Sage Advisory Services
Texas
$315M +$10.1M +3% 5.17% 33.9% 57 17.54%
GCM
2959
Galibier Capital Management
Ontario, Canada
$315M +$63.6M +25% 5.19% 66.8% 36 16.67%
DCM
2960
Discovery Capital Management
Connecticut
$315M -$283M -47% 3.42% 871% 34 52.94%
SG
2961
Strid Group
Pennsylvania
$315M +$24.6M +8% 7.52% 50.4% 27 3.7%
MCM
2962
Mitchell Capital Management
Kansas
$315M +$18.7M +6% 9.85% 219% 139 13.67%
HFS
2963
Haverford Financial Services
Pennsylvania
$314M +$19.7M +7% 10.1% 57.9% 73 9.59%
OFM
2964
Omega Fund Management
Massachusetts
$314M -$9.85M -3% 2.88% 106% 14 0%
HSA
2965
Hussman Strategic Advisors
Maryland
$314M -$38.9M -11% 7.84% 41.6% 251 41.43%
BCH
2966
Berkshire Capital Holdings
California
$314M +$12.7M +4% 22.3% 2,748% 54 29.63%
RR
2967
Robotti Robert
$314M -$14.4M -4% 13.3% 107% 63 17.46%
PWP
2968
Principle Wealth Partners
Connecticut
$313M +$23.9M +8% 9.07% 79.9% 174 9.77%
BWL
2969
Bogart Wealth LLC
Virginia
$313M +$110M +54% 3.58% 60.5% 418 16.27%
CAC
2970
Certified Advisory Corp
Florida
$313M +$25M +9% 5.91% 58.2% 870 12.99%
RSVP
2971
Ramsay Stattman Vela & Price
Colorado
$313M +$23.9M +8% 7.68% 64.3% 62 4.84%
PRS
2972
Pinkerton Retirement Specialists
Idaho
$312M +$20.4M +7% 6.44% 82.9% 63 6.35%
CDIA
2973
Capital Directions Investment Advisors
Georgia
$312M +$10.1M +3% 7.1% 7.53% 265 20%
IC
2974
Intel Corp
California
$311M +$71.8M +30% 30.5% 9.79% 6 33.33%
MCP
2975
Maso Capital Partners
Hong Kong
$311M +$32.6M +12% 4.96% 8.67% 24 37.5%