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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
AOWM
3176
Alpha Omega Wealth Management
Virginia
$235M +$12.6M +6% 3.59% 60.7% 667 16.64%
SCG
3177
Siris Capital Group
New York
$235M -$57.6M -20% 19.7% 1 0%
TGI
3178
TRV GP III
Massachusetts
$235M +$31.1M +15% 24.7% 170% 3 0%
WRTC
3179
Wind River Trust Company
Wyoming
$235M +$3.48M +1% 2.63% 51% 9 0%
EGI
3180
EAM Global Investors
California
$235M +$9.22M +4% 26.3% 2,492% 173 56.65%
PWMAG
3181
Pinnacle Wealth Management Advisory Group
New Jersey
$235M +$13.6M +6% 2.71% 64.3% 198 13.64%
PCA
3182
Prospect Capital Advisors
California
$235M +$40.9M +21% 6.07% 136% 31 29.03%
CC
3183
Cedar Capital
Illinois
$235M +$8.24M +4% 3.43% 98% 171 16.37%
PVWM
3184
Point View Wealth Management
New Jersey
$235M +$10M +4% 2.94% 27% 284 8.1%
FA
3185
Forefront Analytics
Pennsylvania
$235M +$77.8M +50% 2.5% 33.5% 40 0%
GG
3186
GenWealth Group
New Jersey
$235M +$13.7M +6% 4.16% 67.8% 68 13.24%
CG
3187
Compass Group
New York
$234M +$39.7M +20% 20.3% 64.6% 21 47.62%
EGA
3188
E&G Advisors
Texas
$234M +$6.83M +3% 3.41% 92.3% 186 7.53%
HPIA
3189
Hamilton Point Investment Advisors
North Carolina
$234M +$9.38M +4% 3.17% 64.5% 74 4.05%
ACM
3190
Aisling Capital Management
New York
$234M +$103M +78% 1.02% 701% 14 14.29%
WIM
3191
Wittenberg Investment Management
Massachusetts
$234M -$2.13M -0.9% 0.91% 86.2% 81 2.47%
SFPM
3192
Sensible Financial Planning & Management
Massachusetts
$234M +$12.7M +6% 2.58% 24.5% 33 3.03%
MGIA
3193
Matthew Goff Investment Advisor
Texas
$234M +$16.8M +8% 5.39% 79.9% 56 10.71%
SIC
3194
SFE Investment Counsel
California
$234M +$11.6M +5% 2.5% 78.2% 118 7.63%
BMC
3195
Benin Management Corp
Connecticut
$234M +$788K +0.3% 4.97% 76.3% 97 8.25%
BC
3196
Blackstart Capital
New York
$234M -$214M -48% 1.5% 9% 30 63.33%
CCFM
3197
Clear Creek Financial Management
Washington
$234M 2.45% 57.8% 144
HJIM
3198
Henry James International Management
New York
$233M +$12.8M +6% 8.59% 123% 150 12.67%
HCA
3199
Harbour Capital Advisors
Virginia
$233M +$6.82M +3% 3.95% 161% 220 14.09%
RP
3200
RBS Partners
Florida
$233M -$15.3M -6% 4.2% 210% 4 0%