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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
CG
2951
Compass Group
New York
$226M -$203M -47% 35.9% 64.6% 20 30%
ZF
2952
Zhang Financial
Michigan
$226M -$36.4M -14% 19.1% 56.8% 108 22.22%
MMG
2953
Monetary Management Group
Missouri
$226M -$47.7M -17% 14% 99.8% 311 17.68%
MWM
2954
Meridian Wealth Management
Kentucky
$226M +$17.8M +9% 12.6% 91% 258 46.12%
KIP
2955
Kayak Investment Partners
California
$226M +$58.6M +35% 3.25% 27% 24 41.67%
CIM
2956
Contravisory Investment Management
Massachusetts
$226M -$47.8M -17% 16.6% 129% 329 30.7%
SWM
2957
Stockman Wealth Management
Montana
$225M -$56.2M -20% 21.5% 61.9% 177 14.69%
NI
2958
NYL Investors
New York
$225M -$416K -0.2% 7.77% 7.55% 30 23.33%
BPM
2959
Blue Pool Management
Hong Kong
$225M -$63.9M -22% 19.6% 72.8% 28 32.14%
WI
2960
WrapManager Inc
California
$224M -$93.8M -29% 13.3% 51.7% 283 27.92%
KM
2961
Kalos Management
Georgia
$224M -$50.1M -18% 18% 48.5% 263 45.25%
WCMN
2962
Westchester Capital Management (Nebraska)
Nebraska
$224M -$63.2M -22% 18.8% 107% 50 18%
SWM
2963
Sugarloaf Wealth Management
Georgia
$223M -$11.9M -5% 12% 10.2% 770 10.91%
NIC
2964
Northwest Investment Counselors
Oregon
$223M -$60.6M -21% 17.6% 32.4% 145 10.34%
CPA
2965
Court Place Advisors
Maryland
$223M -$54.4M -20% 16.4% 92% 179 12.29%
NTCM
2966
Nut Tree Capital Management
New York
$223M +$3.35M +2% 47.2% 81.7% 18 38.89%
22CM
2967
20/20 Capital Management
California
$223M -$25.4M -10% 15.7% 157 17.83%
BCM
2968
BlueMar Capital Management
Florida
$223M -$128M -36% 22.7% 27.4% 54 66.67%
PAS
2969
Partnervest Advisory Services
California
$223M -$50M -18% 15.5% 45.1% 275 38.91%
BWA
2970
Burt Wealth Advisors
Maryland
$223M -$33.7M -13% 12.4% 57.3% 441 28.8%
FSA
2971
Financial Sense Advisors
California
$223M -$49.5M -18% 12.1% 149% 109 45.87%
RWA
2972
Redhawk Wealth Advisors
Minnesota
$222M -$44.4M -17% 9.97% 111% 213 48.83%
SIP
2973
Stoneridge Investment Partners
Pennsylvania
$222M -$73.3M -25% 22.1% 26.4% 151 37.75%
RCMC
2974
RK Capital Management (Colorado)
Colorado
$222M -$44.8M -17% 21.8% 89% 71 50.7%
NB
2975
Nicolet Bankshares
Wisconsin
$222M -$48.7M -18% 19.3% 63.9% 190 17.89%