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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
ECA
3051
Endeavour Capital Advisors
Connecticut
$372M -$60.1M -14% 4.85% 72% 49 14.29%
SI
3052
Symmetry Investments
Jersey
$372M -$71.1M -16% 13.1% 140% 154 72.73%
WAS
3053
Wealth Advisory Solutions
Indiana
$372M +$10.5M +3% 10.1% 55.5% 139 12.95%
ACA
3054
Ackerman Capital Advisors
Texas
$372M +$20.5M +6% 6.44% 40.4% 120 28.33%
5VM
3055
5AM Venture Management
California
$372M -$150M -29% 8.74% 492% 23 17.39%
FCMC
3056
Founders Capital Management (Connecticut)
Connecticut
$372M +$15.3M +4% 6.42% 88.9% 72 8.33%
LMGAM
3057
Liberty Mutual Group Asset Management
Massachusetts
$372M +$38.9M +12% 0.6% 46.4% 129 13.95%
3LCM
3058
3D/L Capital Management
Connecticut
$372M +$34.9M +10% 9.76% 13.9% 113 17.7%
SWA
3059
SOA Wealth Advisors
New York
$372M +$39.4M +12% 7.53% 79.1% 1,033 7.84%
TWM
3060
Tanager Wealth Management
United Kingdom
$371M +$245M +194% 5.09% 48.1% 81 45.68%
CPI
3061
Crestview Partners III
New York
$371M -$32.2M -8% 5.05% 5.73% 3 66.67%
SNB
3062
Security National Bank
Nebraska
$371M +$12.3M +3% 9.92% 113% 107 13.08%
PWA
3063
Physician Wealth Advisors
Utah
$371M +$45.2M +14% 8.09% 71.3% 159 13.84%
PCA
3064
Providence Capital Advisors
North Carolina
$370M +$36.9M +11% 11.7% 42.1% 350 18.29%
WAM
3065
WNY Asset Management
New York
$370M +$94.2M +34% 7.74% 195 20%
IRC
3066
Investors Research Corp
Georgia
$370M +$43.1M +13% 11% 57.2% 1,167 3.17%
MF
3067
Manchester Financial
California
$370M +$22.1M +6% 3.82% 67.5% 105 15.24%
AP
3068
AlpInvest Partners
Netherlands
$369M +$23.6M +7% 4.51% 97.5% 33 45.45%
TWM
3069
Tolleson Wealth Management
Texas
$369M +$37.4M +11% 9.74% 48.1% 78 12.82%
FPFS
3070
First Personal Financial Services
North Carolina
$369M +$25.1M +7% 10.4% 31.5% 446 14.13%
MWA
3071
Martel Wealth Advisors
Washington
$369M +$19.7M +6% 5.55% 39.7% 53 20.75%
WLIM
3072
White Lighthouse Investment Management
Massachusetts
$368M +$24.7M +7% 6.24% 46.8% 115 9.57%
AWC
3073
Abundance Wealth Counselors
Pennsylvania
$367M +$17.7M +5% 7.08% 94.7% 156 14.74%
EIP
3074
Ellis Investment Partners
Pennsylvania
$367M +$6.41M +2% 8.34% 51% 833 74.79%
SAIG
3075
Semper Augustus Investments Group
Colorado
$367M +$36.6M +11% 13.5% 90.2% 34 2.94%