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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
SPG
3151
Strategic Planning Group
Utah
$507M +$49.7M +11% 8.16% 78 3.85%
DAM
3152
Deltec Asset Management
New York
$507M -$15.7M -3% 3.38% 128% 190 37.89%
MB
3153
Mizuho Bank
Japan
$507M +$85.7M +20% 5.48% 128% 119 53.78%
SFPM
3154
Sensible Financial Planning & Management
Massachusetts
$507M +$43.7M +9% 4.75% 24.5% 53 49.06%
CFS
3155
Commonwealth Financial Services
West Virginia
$506M +$19.2M +4% 4.46% 58.2% 205 12.2%
IWP
3156
Insight Wealth Partners
Texas
$506M -$71.7M -12% 4.83% 38.9% 103 14.56%
AIA
3157
Allied Investment Advisors
Montana
$505M +$78.7M +18% 8.64% 60.6% 78 10.26%
GS
3158
Gagnon Securities
New York
$504M +$60.4M +14% 18.5% 89.9% 108 15.74%
B
3159
Bellecapital
Switzerland
$504M +$32.4M +7% 9.07% 128% 168 17.26%
NCM
3160
Noesis Capital Mangement
Florida
$504M +$52.8M +12% 6.82% 86.8% 121 15.7%
PCA
3161
Providence Capital Advisors
North Carolina
$504M +$44.8M +10% 5.78% 42.1% 377 11.94%
MCM
3162
Mason Capital Management
New York
$503M -$35.6M -7% 8.47% 18% 7 28.57%
SRL
3163
Scientech Research LLC
New Jersey
$502M +$16.7M +3% 9.74% 896 71.21%
CCP
3164
Clifford Capital Partners
Utah
$502M +$42.4M +9% 11.4% 54% 59 15.25%
ACM
3165
Armbruster Capital Management
New York
$502M +$20.4M +4% 7.15% 64.3% 133 13.53%
BCP
3166
BDT Capital Partners
Illinois
$502M +$111M +28% 28% 49.7% 2 0%
SOAMC
3167
Spirit of America Management Corp
New York
$502M +$8.73M +2% 5.14% 110% 317 2.84%
HWM
3168
Horizon Wealth Management
Illinois
$501M +$81.2M +19% 5.42% 82.8% 91 15.38%
AMM
3169
American Money Management
California
$500M +$31.8M +7% 6.09% 54.1% 137 2.92%
LCWP
3170
Legacy Capital Wealth Partners
Arkansas
$500M +$107M +27% 6.52% 55.4% 378 26.72%
RM
3171
Rudius Management
New York
$500M +$39.2M +9% 14.2% 8.21% 8 0%
CAM
3172
CenterStar Asset Management
Illinois
$500M +$142M +40% 3.36% 87.2% 424 78.3%
VCM
3173
Virtue Capital Management
Tennessee
$499M -$84.3M -14% 5.37% 61.9% 404 42.33%
FFIC
3174
First Fiduciary Investment Counsel
Ohio
$499M +$38M +8% 9.41% 48.1% 68 5.88%
TFA
3175
Tobias Financial Advisors
Florida
$499M +$35.1M +8% 4.93% 35.5% 111 9.01%