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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
ITC
3051
Inspire Trust Company
Nevada
$648M +$38.3M +6% 0.82% 116 13.79%
FAM
3052
Formidable Asset Management
Ohio
$648M -$39.6M -6% 3.04% 52.2% 418 13.88%
IP
3053
Ignite Planners
California
$648M -$5.92M -0.9% 0.83% 73.8% 422 10.9%
HCM
3054
Huber Capital Management
California
$647M -$31.5M -5% 5.87% 63.9% 108 10.19%
QPWM
3055
Quadrant Private Wealth Management
Pennsylvania
$646M +$36.4M +6% 1.05% 87.6% 305 17.7%
SFG
3056
SageGuard Financial Group
Tennessee
$646M +$17.9M +3% 1.28% 200 13.5%
TCA
3057
Trifecta Capital Advisors
Illinois
$646M -$29.8M -4% 3.96% 105% 292 16.78%
CCM
3058
Cohen Capital Management
California
$644M -$19.5M -3% 0.54% 83.9% 160 10%
CRCM
3059
Cat Rock Capital Management
Connecticut
$644M -$53.8M -8% 12.9% 61.3% 16 12.5%
PCM
3060
Permanent Capital Management
Illinois
$643M +$130M +25% 2.5% 183 29.51%
GECH
3061
Garnet Equity Capital Holdings
New York
$642M -$121M -16% 5.53% 230% 30 40%
TCM
3062
Towercrest Capital Management
Pennsylvania
$642M +$7.51M +1% 1.1% 31.4% 105 8.57%
APC
3063
Alta Park Capital
California
$642M -$189M -23% 17.9% 607% 39 48.72%
CFM
3064
Capricorn Fund Managers
United Kingdom
$641M +$227M +55% 2.73% 169% 152 71.05%
RR
3065
Robotti Robert
$641M +$84.4M +15% 33.6% 149% 65 16.92%
WHGAM
3066
Wealth High Governance Asset Management
$641M +$81.7M +15% 19.7% 76 63.16%
SCS
3067
Syquant Capital SAS
France
$640M -$177M -22% 0.72% 176% 56 64.29%
RWML
3068
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$640M -$9.84M -2% 0.74% 35.8% 1,535 25.34%
SFG
3069
SevenBridge Financial Group
Pennsylvania
$640M +$17.8M +3% 1.85% 70.4% 214 7.94%
SCP
3070
Stamos Capital Partners
California
$640M +$17.4M +3% 0.29% 28.4% 142 4.23%
AG
3071
Advocate Group
Minnesota
$639M +$21.2M +3% 4.46% 47.3% 128 5.47%
BIA
3072
Bell Investment Advisors
California
$639M +$6.81M +1% 0.92% 31.2% 1,970 14.11%
PCM
3073
PenderFund Capital Management
British Columbia, Canada
$639M +$3.88M +0.6% 0.8% 130% 326 57.67%
GWMIA
3074
Global Wealth Management Investment Advisory
Florida
$638M +$14.4M +2% 0.34% 59.2% 165 12.73%
SJIC
3075
St. James Investment Company
Texas
$638M +$15.3M +2% 6.2% 47.7% 31 32.26%