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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
4WM
3026
49 Wealth Management
Texas
$507M +$40.9M +9% 0.33% 171 32.75%
TWM
3027
Tolleson Wealth Management
Texas
$507M -$4.01M -0.8% 1.27% 48.1% 83 4.82%
BCC
3028
Bain Capital Credit
Massachusetts
$507M -$12.4M -2% 3.41% 14.7% 7 14.29%
NC
3029
NBW Capital
Massachusetts
$507M +$17.8M +4% 2.57% 86% 122 26.23%
GWMR
3030
GC Wealth Management RIA
Massachusetts
$507M +$6.92M +1% 2.12% 291 14.43%
NGM
3031
North Growth Management
British Columbia, Canada
$506M -$17.6M -3% 2.77% 231% 48 6.25%
CAWM
3032
Capital Advisors Wealth Management
Washington
$506M +$23.8M +5% 2.35% 63.8% 172 15.12%
MPW
3033
MA Private Wealth
California
$506M +$12.3M +2% 2.27% 57.5% 75 9.33%
ATI
3034
Act Two Investors
California
$505M +$7.29M +1% 5.33% 52.9% 53 16.98%
IC
3035
Intel Corp
California
$505M -$260M -34% 14.3% 55.6% 6 33.33%
CP
3036
Centerbridge Partners
New York
$505M -$119M -19% 11.7% 16.1% 11 18.18%
EPAM
3037
Euro Pacific Asset Management
Puerto Rico
$505M +$13.4M +3% 5.69% 137% 74 10.81%
GRA
3038
Goehring & Rozencwajg Associates
New York
$504M +$42.1M +9% 0.89% 213% 51 5.88%
FGA
3039
Fortis Group Advisors
New Jersey
$504M -$39.5M -7% 3.6% 91.2% 539 12.06%
PCMC
3040
Private Capital Management (Colorado)
Colorado
$503M +$49.3M +11% 2.4% 20% 274 17.88%
KIG
3041
Kowal Investment Group
Wisconsin
$501M +$38.4M +8% 1.88% 21.1% 195 15.9%
BFC
3042
Blue Fin Capital
Rhode Island
$501M +$52.3M +12% 11.3% 119% 144 4.17%
CAC
3043
Core Alternative Capital
Georgia
$500M -$57.9M -10% 1.86% 57.5% 366 4.1%
CM
3044
Capital Management
Virginia
$499M -$25.9M -5% 3.96% 52.5% 81 9.88%
BCP
3045
Bayberry Capital Partners
New York
$499M -$36.9M -7% 0.1% 85.5% 30 43.33%
HP
3046
Hound Partners
New York
$499M +$163M +49% 5.75% 2.99% 20 45%
GFG
3047
Goldstone Financial Group
Illinois
$499M +$62.7M +14% 1.59% 42.9% 190 18.42%
PWS
3048
Private Wealth Strategies
Ohio
$498M +$36.5M +8% 1.89% 18.8% 79 20.25%
WI
3049
Wahed Invest
New York
$498M +$59.6M +14% 6.01% 95.1% 243 8.23%
BGC
3050
Blue Grotto Capital
Georgia
$498M +$5.04M +1% 5.38% 283% 28 28.57%