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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
GF
3076
Gries Financial
Ohio
$633M +$83.1M +15% 6.4% 71.3% 341 18.77%
FBCM
3077
Fort Baker Capital Management
California
$632M +$50.3M +9% 6.38% 46.3% 117 61.54%
OLA
3078
Oliver Luxxe Assets
New Jersey
$632M +$71.3M +13% 11.6% 137% 201 18.91%
LTI
3079
Laffer Tengler Investments
Tennessee
$631M +$70.4M +13% 8.25% 96.5% 200 48.5%
HCM
3080
Huber Capital Management
California
$631M +$43.6M +7% 6.39% 70.4% 108 2.78%
RRA
3081
Round Rock Advisors
Connecticut
$631M +$51.5M +9% 9.26% 87.4% 364 51.1%
FCA
3082
Fortis Capital Advisors
Kansas
$631M +$72M +13% 10.5% 127% 319 36.05%
WCFA
3083
Walkner Condon Financial Advisors
Wisconsin
$631M +$87.7M +16% 6.76% 56.8% 314 16.56%
CM
3084
Conifer Management
New York
$631M -$137M -18% 3.58% 22.7% 6 16.67%
AGP
3085
Artia Global Partners
Florida
$631M +$215M +52% 81.8% 725% 56 42.86%
MG
3086
Magnolia Group
Nebraska
$631M -$19.7M -3% 1.54% 9.52% 11 9.09%
NA
3087
Nordwand Advisors
Pennsylvania
$631M -$6.95M -1% 8.29% 93% 190 26.84%
ACM
3088
Alpha Capital Management
Texas
$630M +$49.6M +9% 7.95% 88% 122 12.3%
SP
3089
Stablepoint Partners
Massachusetts
$630M +$42.1M +7% 7.18% 254 4.33%
TNA
3090
True North Advisors
Texas
$630M +$108M +21% 6.75% 86.9% 258 30.62%
MSWMA
3091
Market Street Wealth Management Advisors
Indiana
$630M +$16.7M +3% 4.75% 39.6% 103 5.83%
CPIH
3092
Consolidated Press International Holdings
Australia
$629M +$28.6M +5% 1.48% 16 25%
TFGT
3093
TS Financial Group (TSFG)
Illinois
$629M +$76.9M +14% 8.66% 72.9% 922 13.02%
M
3094
MATAURO
New York
$629M +$96.7M +18% 9.29% 171 29.82%
HG
3095
Harbor Group
New Hampshire
$629M +$64.6M +11% 4.99% 41.4% 108 10.19%
HFS
3096
Hughes Financial Services
Virginia
$629M +$46.5M +8% 5.64% 1,120 15.27%
PC
3097
Periscope Capital
Ontario, Canada
$629M +$175M +38% 2.25% 28.8% 330 42.42%
AIA
3098
Allied Investment Advisors
Montana
$628M +$56.4M +10% 6.81% 60.6% 100 16%
LFC
3099
LCC Family Corp
$628M -$185M -23% 22.8% 1 0%
VCM
3100
Virtue Capital Management
Tennessee
$628M +$84.3M +16% 7.75% 91% 327 29.36%