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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
BWM
3251
Brickley Wealth Management
California
$583M -$10.2M -2% 1.26% 62.6% 60 8.33%
CWM
3252
CMH Wealth Management
New Hampshire
$583M +$116M +25% 1.58% 76.6% 120 61.67%
IIA
3253
IPG Investment Advisors
California
$582M +$11.8M +2% 2.78% 78.6% 272 29.41%
GF
3254
Goodman Financial
Texas
$582M +$53.9M +10% 7.81% 52.5% 81 17.28%
DLCIG
3255
D.L. Carlson Investment Group
New Hampshire
$582M -$11M -2% 2.74% 99% 149 18.79%
TEC
3256
Tensor Edge Capital
Massachusetts
$582M +$231M +66% 11% 19 36.84%
TCMX
3257
Technology Crossover Management XI
California
$582M -$159M -21% 20.3% 177% 2 0%
TCM
3258
Trybe Capital Management
Connecticut
$581M -$117M -17% 21.7% 327% 12 50%
ARG
3259
Advisory Resource Group
Oklahoma
$581M +$12.5M +2% 5.61% 66.5% 186 15.59%
MCM
3260
Mengis Capital Management
Oregon
$581M +$15.3M +3% 3.83% 91.8% 217 5.99%
KNW
3261
Kesler Norman & Wride
Utah
$581M -$2.63M -0.5% 0.93% 76% 251 8.37%
GCM
3262
Gibraltar Capital Management
Oklahoma
$581M -$7.41M -1% 0.76% 56.6% 125 8%
JCP
3263
JB Capital Partners
New York
$581M -$905K -0.2% 4.77% 149% 86 3.49%
AF
3264
Aegis Financial
Virginia
$580M +$161M +38% 26.9% 257% 38 15.79%
BL
3265
Bleichroeder LP
New York
$579M +$10.3M +2% 0.39% 197% 86 20.93%
BCM
3266
Bourgeon Capital Management
Connecticut
$578M -$40.2M -7% 0.8% 117% 141 35.46%
LRIA
3267
Leonard Rickey Investment Advisors
Washington
$578M +$24.8M +4% 0.24% 55.9% 126 15.08%
WCCM
3268
Webs Creek Capital Management
Texas
$578M +$18.9M +3% 38.9% 152% 24 54.17%
MIOT
3269
Massachusetts Institute of Technology
Massachusetts
$577M -$176M -23% 21.1% 50.8% 7 28.57%
EIP
3270
Ellis Investment Partners
Pennsylvania
$576M +$2.82M +0.5% 1.64% 51% 277 12.27%
SCM
3271
Simcoe Capital Management
New York
$576M +$17.2M +3% 5.56% 45.9% 19 47.37%
GAM
3272
Gould Asset Management
California
$576M +$11.5M +2% 0.99% 37.6% 176 7.39%
SFG
3273
Sovereign Financial Group
Connecticut
$576M -$4.81M -0.8% 0.61% 90.7% 392 17.6%
PG
3274
Patten Group
Tennessee
$575M +$34.6M +6% 0.67% 71.1% 323 17.65%
IDA
3275
Intelligence Driven Advisers
California
$574M -$126M -18% 1.64% 43.8% 152 23.68%