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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
BFC
3126
Blue Fin Capital
Rhode Island
$645M +$8.78M +1% 3.52% 125% 154 5.19%
SC
3127
Soundwatch Capital
Connecticut
$645M +$21.2M +3% 2.45% 68.6% 49 22.45%
SHIM
3128
Stone House Investment Management
Pennsylvania
$644M +$50.6M +9% 1.44% 53.1% 950 34.84%
HWM
3129
Horizon Wealth Management
Illinois
$644M -$37M -5% 2.61% 97.2% 140 19.29%
FFWA
3130
FRG Family Wealth Advisors
Washington
$644M +$22.8M +4% 4.19% 76.4% 163 6.75%
WAM
3131
Wilsey Asset Management
California
$644M +$98.8M +18% 1.05% 55% 32 21.88%
NFSG
3132
Newbridge Financial Services Group
Florida
$644M -$25.2M -4% 1.13% 164% 1,460 31.51%
CCM
3133
Corsair Capital Management
New York
$644M +$38.7M +6% 14.8% 435% 195 37.44%
BWP
3134
Burling Wealth Partners
Illinois
$644M +$39.7M +7% 3.09% 189 8.99%
MSWMA
3135
Market Street Wealth Management Advisors
Indiana
$643M +$13.5M +2% 2.47% 39.6% 103 3.88%
VI
3136
Versor Investments
New York
$642M +$98.5M +18% 15.4% 205% 825 55.03%
SCM
3137
Schnieders Capital Management
California
$642M +$81.1M +14% 4.67% 103% 228 8.77%
CPG
3138
Cornerstone Planning Group
New Jersey
$641M +$16.9M +3% 1.57% 55.1% 1,869 17.87%
EA
3139
Eclectic Associates
California
$641M +$96.4M +18% 1.35% 49.7% 153 22.22%
NIEF
3140
Nalanda India Equity Fund
Mauritius
$641M +$110M +21% 11.7% 30.2% 1 0%
SP
3141
Stablepoint Partners
Massachusetts
$641M +$10.9M +2% 3.4% 251 3.59%
GFG
3142
Greystone Financial Group
Michigan
$641M -$4.7M -0.7% 1.97% 64.8% 105 12.38%
CT
3143
Chicago Trust
Illinois
$640M -$80.7M -11% 3.77% 85.9% 425 13.41%
BPC
3144
Bearing Point Capital
Minnesota
$640M +$58.7M +10% 2.94% 194 21.13%
OL
3145
Optas LLC
Texas
$639M +$50.2M +9% 5.31% 118% 512 32.42%
NGM
3146
North Growth Management
British Columbia, Canada
$639M +$65M +11% 20.5% 231% 47 0%
QL
3147
Quarry LP
New York
$639M +$183M +40% 4.92% 83.2% 2,772 47.47%
SAM
3148
Secure Asset Management
Michigan
$639M +$32M +5% 2.02% 86.5% 359 17.55%
W
3149
WPWealth
Texas
$639M +$27.1M +4% 1.57% 38.2% 98 6.12%
DMC
3150
Drexel Morgan & Co
Pennsylvania
$639M +$2.18M +0.3% 4.78% 50.1% 58 5.17%