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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
MC
3076
Martin & Co
Tennessee
$518M +$114M +28% 0.06% 57.2% 104 2.88%
VIS
3077
Vega Investment Solutions
France
$518M +$396M +326% 2.45% 211 66.82%
YLHM
3078
Yelin Lapidot Holdings Management
Israel
$518M -$56.6M -10% 5.43% 105 12.38%
FFWA
3079
FRG Family Wealth Advisors
Washington
$518M -$33.2M -6% 4% 76.4% 148 4.73%
MCM
3080
Morton Capital Management
California
$518M -$13M -2% 5.19% 65.8% 116 6.9%
PWA
3081
Peterson Wealth Advisors
Utah
$518M -$37.4M -7% 1.81% 38.9% 96 20.83%
AC
3082
Asio Capital
Kentucky
$517M -$12M -2% 4.43% 88% 116 18.97%
OCA
3083
Octagon Capital Advisors
New York
$517M -$90.9M -15% 6.73% 2,555% 40 30%
FBT
3084
First Bank & Trust
South Dakota
$517M -$4.33M -0.8% 0.14% 78.5% 246 8.94%
SCA
3085
Stieven Capital Advisors
Missouri
$516M -$45.4M -8% 6.55% 82.8% 53 22.64%
RCG
3086
Regatta Capital Group
California
$516M +$473K +0.1% 2.9% 63% 195 8.72%
GF
3087
Gries Financial
Ohio
$516M -$47.1M -8% 2.04% 71.3% 315 24.76%
BFC
3088
Blue Fin Capital
Rhode Island
$516M -$27.1M -5% 4.5% 119% 140 3.57%
APC
3089
Alta Park Capital
California
$515M -$249M -33% 7.61% 607% 39 58.97%
PCP
3090
P2 Capital Partners
New York
$515M -$73.6M -13% 10.8% 0.1% 12 8.33%
FGA
3091
Fortis Group Advisors
New Jersey
$515M -$22M -4% 1.65% 91.2% 544 16.36%
TFA
3092
Tobias Financial Advisors
Florida
$515M +$17.4M +4% 0.14% 35.5% 116 7.76%
EWA
3093
ERTS Wealth Advisors
Michigan
$515M -$15.2M -3% 0.8% 29.7% 87 9.2%
MIM
3094
Manitou Investment Management
Ontario, Canada
$514M +$8.27M +2% 1.18% 57.2% 67 19.4%
HL
3095
HeadInvest LLC
Maine
$514M -$15.5M -3% 1.41% 45.6% 242 7.44%
FCM
3096
Fortis Capital Management
Washington
$514M -$26.7M -5% 5.66% 64% 165 24.85%
ANB
3097
Amarillo National Bank
Texas
$514M -$30.9M -6% 0.99% 56.3% 89 11.24%
SL
3098
Sentry LLC
Tennessee
$514M -$75.6K -0% 7.9% 55% 134 11.19%
HWM
3099
Hohimer Wealth Management
Washington
$514M -$17.8M -3% 1.71% 85.5% 283 24.03%
CCM
3100
Coerente Capital Management
Ontario, Canada
$513M -$22.8M -4% 0.1% 40% 42 9.52%