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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
WMG
3026
WESCAP Management Group
California
$196M +$3.96M +2% 4.61% 45.7% 56 0%
RIM
3027
Regent Investment Management
Kentucky
$195M +$3M +2% 4.64% 44% 195 9.74%
RWM
3028
Ritholtz Wealth Management
New York
$195M 0.17% 93% 70
CAM
3029
Crestone Asset Management
Colorado
$195M +$18.6M +11% 0.81% 6.65% 40 52.5%
SIG
3030
Schaller Investment Group
North Carolina
$195M +$62.4M +47% 19.5% 21.9% 43 18.6%
GAM
3031
Gould Asset Management
California
$195M +$9.45M +5% 1.08% 42.8% 117 13.68%
JGGDR
3032
JGP Global Gestao de Recursos
Brazil
$195M -$837M -81% 7.39% 206% 45 26.67%
ISB
3033
Iowa State Bank
Iowa
$195M +$8.13M +4% 3.86% 76% 92 9.78%
HPWM
3034
Highland Private Wealth Management
Washington
$195M -$733K -0.4% 0.3% 19% 85 16.47%
AFG
3035
Arkansas Financial Group
Arkansas
$195M +$11M +6% 3.76% 39.1% 22 18.18%
GFM
3036
Gramercy Funds Management
Connecticut
$195M -$93.3M -32% 0.39% 87.6% 60 23.33%
PIA
3037
Phoenix Investment Adviser
New York
$195M +$72.4M +59% 15.6% 25% 70 42.86%
EECFI
3038
EnCap Energy Capital Fund IX
Texas
$195M 18.8% 69.2% 1
RPA
3039
Rock Point Advisors
Vermont
$194M +$3.01M +2% 2.97% 82.8% 88 17.05%
SCM
3040
Schnieders Capital Management
California
$194M +$16.2M +9% 2.54% 103% 155 13.55%
HA
3041
Hamel Associates
New Jersey
$194M +$5.09M +3% 3.86% 50.6% 84 4.76%
TCMV
3042
Technology Crossover Management VIII
California
$194M 17.1% 77.9% 2
AA
3043
AlphaMark Advisors
Kentucky
$194M -$4.43M -2% 3.02% 26.4% 489 34.36%
AWS
3044
AJ Wealth Strategies
New York
$194M 1.39% 32.2% 67
SIMM
3045
Stillwater Investment Management (Minnesota)
Minnesota
$194M +$9.23M +5% 4.9% 72.3% 76 2.63%
TAS
3046
TIFF Advisory Services
Pennsylvania
$194M +$97M +101% 9.58% 85.9% 3 33.33%
SICM
3047
Sustainable Insight Capital Management
New York
$194M 3.16% 150% 45
CC
3048
Corsair Capital
New York
$193M -$26.6M -12% 15.7% 17.1% 3 0%
FEG
3049
Financial Enhancement Group
Indiana
$193M +$9.19M +5% 0.3% 57.5% 70 34.29%
KSA
3050
Ken Stern & Associates
California
$193M +$48.3M +33% 1.9% 39.4% 119 35.29%