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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
BCP
3101
Bayberry Capital Partners
New York
$408M -$90.6M -18% 4.07% 99.7% 18 11.11%
NCM
3102
Nelson Capital Management
California
$408M +$20.6M +5% 1.65% 121% 97 12.37%
SFWA
3103
Summit Financial Wealth Advisors
Louisiana
$407M -$25.5M -6% 3.1% 61.5% 131 14.5%
VT
3104
Vise Technologies
New York
$407M -$6.14M -1% 1.54% 369 18.43%
YLHM
3105
Yelin Lapidot Holdings Management
Israel
$407M 3.8% 122% 80
SM
3106
Skaana Management
New York
$407M -$48.6M -11% 2.83% 269% 250 36%
HGWM
3107
Horst & Graben Wealth Management
Oregon
$407M -$12.7M -3% 4.32% 55.1% 143 15.38%
ES
3108
Eagle Strategies
New York
$406M -$5.07M -1% 3.37% 70.1% 189 11.11%
BL
3109
Bleichroeder LP
New York
$406M -$87M -18% 9.26% 202% 86 17.44%
PWMG
3110
Prestige Wealth Management Group
New Jersey
$406M -$16.5M -4% 3.82% 55.8% 1,099 8.28%
RP
3111
Rowlandmiller & Partners
Georgia
$405M -$17.8M -4% 2.54% 84% 184 7.07%
HPIA
3112
Hamilton Point Investment Advisors
North Carolina
$405M -$12.9M -3% 1.6% 79.3% 144 6.25%
NM
3113
Newtyn Management
New York
$405M -$18.1M -4% 5.2% 52% 51 19.61%
JE
3114
JMAC Enterprises
Pennsylvania
$405M +$643K +0.2% 2.29% 65% 176 11.36%
EPM
3115
Equitec Proprietary Markets
Illinois
$405M +$73.6M +22% 6.92% 527% 159 52.2%
JCP
3116
JB Capital Partners
New York
$405M -$61.7M -13% 0.2% 142% 77 1.3%
CT
3117
Colonial Trust
South Carolina
$405M -$12.8M -3% 2.28% 75.5% 993 9.77%
CFMC
3118
Curbstone Financial Management Corp
New Hampshire
$404M -$15.2M -4% 2.74% 63.3% 184 4.35%
FA
3119
Financial Advisors
Massachusetts
$404M -$15.7M -4% 3.24% 71.5% 80 10%
IA
3120
Icon Advisers
Colorado
$404M +$10.1M +3% 0.93% 114% 178 21.35%
SAM
3121
Smithbridge Asset Management
Pennsylvania
$403M -$23.5M -6% 2.74% 147 8.16%
SWA
3122
SOA Wealth Advisors
New York
$402M -$24.7M -6% 4.82% 79.1% 968 5.79%
MWA
3123
Martel Wealth Advisors
Washington
$402M -$10.5M -3% 3.34% 39.7% 54 7.41%
LWM
3124
Liberty Wealth Management
California
$402M -$2.98M -0.7% 4.45% 64.2% 198 15.66%
AC
3125
Annandale Capital
Texas
$401M +$55.4M +16% 0.51% 57.2% 153 21.57%