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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
AMCA
2976
Arthur M. Cohen & Associates
Illinois
$364M -$37.9M -9% 2.03% 97.1% 141 18.44%
BCM
2977
Bourgeon Capital Management
Connecticut
$364M -$14.6M -4% 5.08% 117% 466 36.7%
1WA
2978
180 Wealth Advisors
Washington
$363M -$28.3M -7% 5.09% 136% 392 15.05%
MC
2979
Miramar Capital
Illinois
$363M +$9.99M +3% 6.04% 47.3% 100 15%
NCM
2980
Newfoundland Capital Management
Brazil
$363M +$10.6M +3% 0.63% 49.5% 56 71.43%
KC
2981
Kingfisher Capital
North Carolina
$363M +$13.4M +4% 1.72% 58.5% 190 18.95%
VW
2982
Vantage Wealth
California
$363M +$8.25M +2% 5.5% 56.1% 35 8.57%
UWPG
2983
Ullmann Wealth Partners Group
Florida
$363M -$6.52M -2% 5.89% 51.5% 87 9.2%
CAM
2984
Centre Asset Management
New York
$362M -$15M -4% 1.43% 45.3% 83 26.51%
ARMC
2985
American Research & Management Company
Massachusetts
$362M -$26.9M -7% 4.87% 35.1% 471 19.75%
WAS
2986
Wealth Advisory Solutions
Indiana
$362M -$44.5M -11% 5.25% 55.5% 166 33.73%
BA
2987
Bridgewater Advisors
New York
$362M -$121M -25% 4.02% 49.8% 240 54.17%
EIP
2988
Ellis Investment Partners
Pennsylvania
$361M -$11.6M -3% 5.89% 51% 850 6%
CIA
2989
Compass Ion Advisors
Pennsylvania
$361M +$15.6M +5% 4.99% 56.7% 83 19.28%
TP
2990
Thunderbird Partners
United Kingdom
$360M -$60.1M -14% 6.93% 38% 14 57.14%
CCM
2991
Chimera Capital Management
New York
$360M +$146M +68% 3.69% 227 86.78%
WFAG
2992
Wescott Financial Advisory Group
Pennsylvania
$359M -$9.2M -2% 5.17% 45% 144 12.5%
KNW
2993
Kesler Norman & Wride
Utah
$359M -$1.9M -0.5% 5.48% 76% 159 8.18%
SNB
2994
Security National Bank
Nebraska
$359M -$1.14M -0.3% 2.05% 113% 107 14.95%
HAS
2995
HBW Advisory Services
California
$359M -$28.6M -7% 5.11% 62.1% 251 21.12%
IGM
2996
Incline Global Management
New York
$358M +$8.24M +2% 3.56% 13.6% 22 4.55%
AAA
2997
Affinity Asset Advisors
New York
$358M +$121M +51% 19.8% 1,280% 85 60%
CSC
2998
Cove Street Capital
California
$358M -$38.6M -10% 4.75% 84.2% 88 15.91%
KLWA
2999
Kelly Lawrence W & Associates
California
$358M -$7.11M -2% 1.81% 58.9% 187 7.49%
FA
3000
Fagan Associates
New York
$358M -$16.6M -4% 3.7% 87.7% 123 7.32%