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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
RRA
3051
Round Rock Advisors
Connecticut
$631M +$51.5M +9% 9.26% 62.6% 364 51.1%
FCA
3052
Fortis Capital Advisors
Kansas
$631M +$72M +13% 10.5% 111% 319 36.05%
WCFA
3053
Walkner Condon Financial Advisors
Wisconsin
$631M +$87.7M +16% 6.76% 56.8% 314 16.56%
CM
3054
Conifer Management
New York
$631M -$137M -18% 3.58% 38.1% 6 16.67%
AGP
3055
Artia Global Partners
Florida
$631M +$215M +52% 81.8% 672% 56 42.86%
MG
3056
Magnolia Group
Nebraska
$631M -$19.7M -3% 1.54% 8.9% 11 9.09%
NA
3057
Nordwand Advisors
Pennsylvania
$631M -$6.95M -1% 8.29% 66.9% 190 26.84%
ACM
3058
Alpha Capital Management
Texas
$630M +$49.6M +9% 7.95% 76.2% 122 12.3%
SP
3059
Stablepoint Partners
Massachusetts
$630M +$42.1M +7% 7.18% 254 4.33%
TNA
3060
True North Advisors
Texas
$630M +$108M +21% 6.75% 86.9% 258 30.62%
MSWMA
3061
Market Street Wealth Management Advisors
Indiana
$630M +$16.7M +3% 4.75% 39.6% 103 5.83%
CPIH
3062
Consolidated Press International Holdings
Australia
$629M +$28.6M +5% 1.48% 16 25%
TFGT
3063
TS Financial Group (TSFG)
Illinois
$629M +$76.9M +14% 8.66% 72.9% 922 13.02%
M
3064
MATAURO
New York
$629M +$96.7M +18% 9.29% 171 29.82%
HG
3065
Harbor Group
New Hampshire
$629M +$64.6M +11% 4.99% 41.4% 108 10.19%
HFS
3066
Hughes Financial Services
Virginia
$629M +$46.5M +8% 5.64% 1,120 15.27%
PC
3067
Periscope Capital
Ontario, Canada
$629M +$175M +38% 2.25% 26.8% 330 42.42%
AIA
3068
Allied Investment Advisors
Montana
$628M +$56.4M +10% 6.81% 60.6% 100 16%
LFC
3069
LCC Family Corp
$628M -$185M -23% 22.8% 1 0%
DCA
3070
DSG Capital Advisors
Minnesota
$628M +$65M +12% 10.3% 133 15.04%
WAM
3071
Warberg Asset Management
Illinois
$627M -$16.3M -3% 10.5% 49.8% 243 48.56%
PSP
3072
Principal Street Partners
Tennessee
$627M -$393M -39% 8.4% 73% 387 32.82%
IAS
3073
Integrity Advisory Solutions
Texas
$626M 5.55% 246
M1FG
3074
Mach-1 Financial Group
Arkansas
$626M +$284M +83% 5.55% 83.4% 418 89.47%
SIC
3075
SFE Investment Counsel
California
$626M +$58.4M +10% 10.4% 78.2% 152 10.53%