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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
CWP
3001
CFM Wealth Partners
Texas
$667M -$25.6M -4% 1.39% 116% 147 4.76%
PFA
3002
Perryman Financial Advisory
Texas
$667M -$14.5M -2% 0.4% 179 7.26%
WSCM
3003
Wellington Shields Capital Management
New York
$666M -$19.6M -3% 1.34% 80.5% 343 13.12%
BCP
3004
Bain Capital Prairie
Massachusetts
$666M -$169M -20% 20.3% 1 0%
CMF
3005
Counterpoint Mutual Funds
California
$666M -$684M -51% 0.28% 66.2% 530 80.57%
NWM
3006
Northwest Wealth Management
Iowa
$665M +$29.8M +5% 1.03% 63.4% 280 20%
MIA
3007
MainStreet Investment Advisors
Illinois
$665M -$31.1M -4% 0.34% 48.7% 170 13.53%
CAM
3008
Covenant Asset Management
New Jersey
$664M -$180M -21% 0.32% 158% 183 11.48%
SAM
3009
Sawgrass Asset Management
Florida
$664M -$136M -17% 3.86% 96.6% 210 19.05%
SHFA
3010
SC&H Financial Advisors
Maryland
$663M +$16.9M +3% 0.49% 50% 161 4.97%
GHAM
3011
Gilman Hill Asset Management
Connecticut
$663M +$27.9M +4% 4.84% 50.7% 240 12.08%
AWA
3012
Artemis Wealth Advisors
New York
$662M -$32.6M -5% 0.84% 112% 47 19.15%
FAM
3013
Fulcrum Asset Management
United Kingdom
$662M +$302M +84% 14.5% 233 28.33%
TPM
3014
Triasima Portfolio Management
Quebec, Canada
$661M -$6.22M -0.9% 6.5% 210% 167 32.34%
DC
3015
Decheng Capital
California
$661M -$82.1M -11% 28.9% 19 26.32%
OL
3016
Optas LLC
Texas
$661M +$21.5M +3% 2.92% 118% 547 27.24%
GC
3017
Globeflex Capital
California
$661M +$7.54M +1% 8.08% 135% 466 31.12%
HIG
3018
Heritage Investment Group
Florida
$661M +$3.81M +0.6% 0.94% 51.2% 128 4.69%
RCG
3019
Regatta Capital Group
California
$661M -$1.34M -0.2% 2.54% 63% 225 10.67%
FM
3020
Freemont Management
Switzerland
$661M +$87.7M +15% 0.66% 152% 150 28.67%
AWM
3021
Affinity Wealth Management
Delaware
$661M -$42.8M -6% 2.14% 116% 116 18.97%
ACM
3022
Arosa Capital Management
Florida
$660M -$135M -17% 37.7% 256% 113 66.37%
UCMOK
3023
United Capital Management of KS
Kansas
$660M -$53.5M -7% 2.17% 231% 130 32.31%
CAM
3024
Chandler Asset Management
California
$659M +$27.5M +4% 0.3% 29.4% 26 26.92%
PIM
3025
Parker Investment Management
California
$659M -$46.7M -7% 2.77% 173% 51 33.33%