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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
SWA
3026
Serenus Wealth Advisors
California
$591M -$12M -2% 6.22% 69 20.29%
WPI
3027
Walter Public Investments
Canada
$590M +$54.1M +10% 8.84% 57.9% 44 4.55%
AGC
3028
Aspen Grove Capital
Colorado
$588M +$68.3M +13% 15% 77% 272 28.31%
BCM
3029
Brasada Capital Management
Texas
$588M +$85.8M +17% 10.4% 63.5% 152 26.97%
SP
3030
Stablepoint Partners
Massachusetts
$588M +$35.9M +7% 7.97% 252 5.16%
HCM
3031
Huber Capital Management
California
$588M +$56.9M +11% 7.94% 63.9% 112 10.71%
CI
3032
Cigna Investments
Connecticut
$588M +$49.4M +9% 15.1% 138% 471 9.77%
BFC
3033
Blue Fin Capital
Rhode Island
$587M +$71.8M +14% 16.5% 119% 146 6.85%
PCTC
3034
Perkins Coie Trust Company
Washington
$587M +$146M +33% 9.77% 70.8% 482 44.4%
FCMC
3035
Founders Capital Management (Connecticut)
Connecticut
$587M +$43.4M +8% 9.85% 88.9% 79 5.06%
CM
3036
Capital Management
Virginia
$587M +$9.64M +2% 0.9% 52.5% 83 9.64%
UFF
3037
USA Financial Formulas
Michigan
$586M -$19.7M -3% 9.5% 78% 372 61.83%
SHFA
3038
SC&H Financial Advisors
Maryland
$586M +$77.2M +15% 8.8% 50% 159 6.92%
BA
3039
Bellwether Advisors
Nebraska
$585M +$107M +22% 19.2% 85% 617 19.61%
TWM
3040
Tolleson Wealth Management
Texas
$585M +$66.5M +13% 9.05% 48.1% 89 8.99%
PPW
3041
Pasadena Private Wealth
California
$585M +$65.9M +13% 8.55% 44.9% 217 19.35%
ACP
3042
Albar Capital Partners
United Kingdom
$585M +$365M +166% 20.9% 34 67.65%
HEIP
3043
Hudson Edge Investment Partners
New Jersey
$584M +$92.6M +19% 9.71% 68.8% 108 22.22%
TFA
3044
Tobias Financial Advisors
Florida
$584M +$69.4M +13% 7.02% 35.5% 127 14.17%
IG
3045
Ithaka Group
Virginia
$584M +$93.4M +19% 28.3% 99.2% 40 10%
TCM
3046
Topline Capital Management
California
$583M +$147M +34% 43.4% 50 40%
MHS
3047
M Holdings Securities
Oregon
$583M -$17.7M -3% 9.75% 68.2% 212 59.91%
LI
3048
LifeWealth Investments
Florida
$583M +$131M +29% 7.91% 242 32.23%
NPPM
3049
North Point Portfolio Managers
Ohio
$583M +$12.6M +2% 8.19% 55% 77 14.29%
RCG
3050
Regatta Capital Group
California
$582M +$66.1M +13% 9.17% 63% 218 17.89%