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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
BCM
3176
Beryl Capital Management
California
$397M +$270M +213% 46% 5,124% 34 91.18%
ISWM
3177
Independent Solutions Wealth Management
New York
$397M +$58.1M +17% 6.91% 111% 236 18.22%
CS
3178
Cisco Systems
California
$397M +$62.2M +19% 7.57% 212% 5 60%
AACA
3179
American Assets Capital Advisers
California
$397M -$31.4M -7% 1.55% 73.5% 37 13.51%
EIG
3180
Ellenbecker Investment Group
Wisconsin
$396M +$29.1M +8% 6.03% 56.3% 95 5.26%
IPW
3181
Inlet Private Wealth
Florida
$396M +$11.8M +3% 4.92% 77.6% 136 8.09%
IRC
3182
Investors Research Corp
Georgia
$396M +$11.2M +3% 3.4% 57.2% 1,142 6.04%
LS
3183
Liquid Strategies
Georgia
$396M +$28.3M +8% 4.89% 46.8% 16 56.25%
BWM
3184
Brickley Wealth Management
California
$396M +$31M +9% 6.05% 62.6% 41 7.32%
MC
3185
Martin & Co
Tennessee
$396M +$7.25M +2% 5.41% 57.2% 108 0.93%
RC
3186
Raine Capital
New York
$395M -$103M -21% 3.93% 56.6% 15 66.67%
PPC
3187
Park Presidio Capital
California
$395M -$7.83M -2% 16.6% 96.1% 11 18.18%
ACM
3188
Arosa Capital Management
Florida
$395M -$244M -38% 2.6% 256% 74 59.46%
FBT
3189
First Bank & Trust
South Dakota
$395M +$16.5M +4% 4.49% 78.5% 204 11.27%
PCWA
3190
Pacific Capital Wealth Advisors
California
$394M +$5.78M +1% 3.78% 46.9% 88 26.14%
MC
3191
Miramar Capital
Illinois
$394M +$5.44M +1% 3.01% 47.3% 92 27.17%
JJBC
3192
James J. Burns & Company
New York
$394M +$6.31M +2% 5.53% 52.3% 120 12.5%
CCP
3193
Caden Capital Partners
California
$394M +$60.6M +18% 0.04% 8.24% 16 37.5%
PCA
3194
Providence Capital Advisors
North Carolina
$394M +$15.7M +4% 4.96% 42.1% 327 11.31%
CAM
3195
Covenant Asset Management
New Jersey
$394M -$26.1M -6% 13.3% 158% 175 5.14%
MSWMA
3196
Market Street Wealth Management Advisors
Indiana
$394M +$13.4M +4% 3.55% 39.6% 92 6.52%
LMGAM
3197
Liberty Mutual Group Asset Management
Massachusetts
$394M -$47.2M -11% 0.21% 46.4% 130 21.54%
CIA
3198
Compass Ion Advisors
Pennsylvania
$394M -$2.28M -0.6% 2.75% 56.7% 81 8.64%
PCI
3199
Planning Center Inc
Illinois
$394M +$29.6M +8% 3.61% 38.9% 79 29.11%
SCM
3200
Shah Capital Management
North Carolina
$394M +$49.8M +15% 5.86% 225% 17 17.65%