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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
CCP
3201
Clifford Capital Partners
Utah
$600M +$11.9M +2% 1.9% 77.3% 48 25%
BHPW
3202
Beverly Hills Private Wealth
California
$600M +$15.8M +3% 1.49% 80% 369 15.45%
MGIA
3203
Matthew Goff Investment Advisor
Texas
$600M +$35.6M +6% 2.98% 79.9% 121 39.67%
WAM
3204
Warberg Asset Management
Illinois
$600M -$232M -28% 10.1% 65.3% 240 47.92%
GP
3205
GSK plc
$599M -$200M -25% 12.2% 15 13.33%
SCM
3206
Stanley Capital Management
Texas
$598M +$185K +0% 3.01% 101% 41 7.32%
FSG
3207
Financial Strategies Group
Michigan
$598M +$45.3M +8% 1.4% 44.9% 102 8.82%
ECM
3208
Estuary Capital Management
Minnesota
$598M +$35.3M +6% 7.04% 33 63.64%
OFS
3209
Orrstown Financial Services
Pennsylvania
$597M -$2.33M -0.4% 1.24% 121 5.79%
TAIM
3210
Te Ahumairangi Investment Management
New Zealand
$597M +$38.9M +7% 0.23% 55.5% 86 2.33%
EMAM
3211
Encompass More Asset Management
California
$597M +$54.1M +10% 0.03% 320 45.63%
BWP
3212
Balboa Wealth Partners
Arizona
$596M -$8.46M -1% 1.89% 197% 492 19.51%
LOWM
3213
Laurel Oak Wealth Management
New Jersey
$595M +$1.9M +0.3% 1.42% 393 16.54%
PCWA
3214
Pacific Capital Wealth Advisors
California
$595M +$11.9M +2% 2.35% 46.9% 91 17.58%
BCM
3215
Bornite Capital Management
New York
$595M -$430M -42% 12.5% 208% 34 67.65%
PJSIMP
3216
P.J. Schmidt Investment Management (PJS)
Wisconsin
$595M -$20.2M -3% 3.2% 65.9% 220 15.45%
PIWA
3217
Prevail Innovative Wealth Advisors
Kansas
$594M +$36M +6% 2.89% 33.5% 240 47.5%
ESL
3218
Endurance Services Ltd
New York
$594M +$28.8M +5% 2.76% 8 25%
AIP
3219
Almanack Investment Partners
Pennsylvania
$592M +$3.89M +0.7% 5.08% 77.8% 187 13.9%
1WCM
3220
12 West Capital Management
New York
$592M -$247M -29% 0.39% 136% 26 53.85%
CAMV
3221
Concord Asset Management (Virginia)
Virginia
$592M +$14.5M +3% 0.48% 64.7% 123 7.32%
MPW
3222
MA Private Wealth
California
$591M -$8.08M -1% 2.06% 57.5% 89 10.11%
LBIM
3223
Land & Buildings Investment Management
Connecticut
$591M -$10.2M -2% 3.43% 42.7% 23 30.43%
SM
3224
Sunriver Management
Connecticut
$591M -$363M -38% 12.2% 9.27% 27 48.15%
MW
3225
Maia Wealth
Colorado
$591M +$5.38M +0.9% 1.83% 369 12.74%