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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
WFA
3101
Websterrogers Financial Advisors
South Carolina
$419M +$49.1M +13% 5.19% 42.9% 63 17.46%
IF
3102
Intrua Financial
Texas
$419M +$25M +6% 7.81% 71% 313 14.38%
SWP
3103
Summit Wealth Partners
Florida
$419M +$28.6M +7% 5.24% 35.5% 160 10.63%
SWM
3104
Stockman Wealth Management
Montana
$419M +$59.5M +17% 5.13% 61.9% 201 7.46%
PCM
3105
Prentice Capital Management
Connecticut
$419M +$96.7M +30% 4.1% 104% 32 53.13%
3LCM
3106
3D/L Capital Management
Connecticut
$419M +$23.8M +6% 4.14% 13.9% 127 11.81%
FAG
3107
Financial Advisory Group
Texas
$418M +$27.5M +7% 5.54% 20.6% 96 18.75%
ICM
3108
Invenomic Capital Management
Massachusetts
$418M -$30.8M -7% 4.65% 6.37% 163 50.92%
TOGEPT
3109
Trustees of General Electric Pension Trust
Connecticut
$417M +$10.2M +3% 2.52% 184% 1 0%
MAM
3110
Marotta Asset Management
Virginia
$417M +$25.8M +7% 4.64% 45.7% 102 8.82%
PCR
3111
Potrero Capital Research
California
$416M -$1.59M -0.4% 13.1% 137% 142 54.93%
WC
3112
Westwind Capital
New Mexico
$416M +$70.4M +20% 15% 78.1% 43 16.28%
BRCM
3113
Bright Rock Capital Management
Massachusetts
$416M +$24.5M +6% 7.8% 41.8% 80 11.25%
FCMC
3114
Founders Capital Management (Connecticut)
Connecticut
$415M +$16M +4% 7.34% 88.9% 75 5.33%
KCPG
3115
Kavar Capital Partners Group
Kansas
$414M +$43.3M +12% 7.36% 77.2% 152 8.55%
BB
3116
Berkshire Bank
Massachusetts
$414M +$15.9M +4% 7.31% 70% 128 7.03%
SAM
3117
Stansberry Asset Management
Texas
$414M +$35.7M +9% 6.19% 71% 55 20%
MAM
3118
Morse Asset Management
Connecticut
$414M +$24.1M +6% 11.7% 153% 180 28.89%
CA
3119
Cambridge Advisors
Nebraska
$414M +$22.2M +6% 5.4% 52.9% 172 4.65%
BGI
3120
BlueDrive Global Investors
United Kingdom
$413M -$203M -33% 6.31% 25.6% 15 46.67%
BW
3121
Browning West
California
$413M +$62.5M +18% 12.2% 94.4% 2 0%
NP
3122
Ninepoint Partners
Ontario, Canada
$413M +$162M +64% 18.6% 38.6% 100 45%
SP
3123
Solel Partners
Massachusetts
$413M +$12.2M +3% 3.94% 16.2% 20 35%
DMBA
3124
Deseret Mutual Benefit Administrators
Utah
$413M +$209M +103% 6.64% 51.4% 501 99.2%
PFU
3125
Parus Finance (UK)
United Kingdom
$413M +$48.3M +13% 18.8% 199% 30 6.67%