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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
SFPM
3251
Sensible Financial Planning & Management
Massachusetts
$234M +$12.7M +6% 2.58% 24.5% 33 3.03%
MGIA
3252
Matthew Goff Investment Advisor
Texas
$234M +$16.8M +8% 5.39% 79.9% 56 10.71%
SIC
3253
SFE Investment Counsel
California
$234M +$11.6M +5% 2.5% 105% 118 7.63%
BMC
3254
Benin Management Corp
Connecticut
$234M +$788K +0.3% 4.97% 76.3% 97 8.25%
BC
3255
Blackstart Capital
New York
$234M -$214M -48% 1.5% 9% 30 63.33%
CCFM
3256
Clear Creek Financial Management
Washington
$234M 2.45% 81% 144
UWM
3257
USAdvisors Wealth Management
Minnesota
$233M +$92.8M +66% 1.88% 55% 63 42.86%
HJIM
3258
Henry James International Management
New York
$233M +$12.8M +6% 8.59% 123% 150 12.67%
HCA
3259
Harbour Capital Advisors
Virginia
$233M +$6.82M +3% 3.95% 161% 220 14.09%
RP
3260
RBS Partners
Florida
$233M -$15.3M -6% 4.2% 210% 4 0%
CBTWT
3261
Community Bank & Trust (Waco, Texas)
Texas
$233M +$5.42M +2% 2.95% 108% 139 6.47%
OCM
3262
Oakwood Capital Management
California
$233M -$5.24M -2% 3.4% 72.7% 56 19.64%
RA
3263
RiverPark Advisors
New York
$233M +$2.84M +1% 6.94% 87.5% 55 12.73%
PPP
3264
Private Portfolio Partners
New Jersey
$233M +$43.8M +23% 2.72% 16.9% 230 18.26%
CCM
3265
Chicago Capital Management
Illinois
$233M +$13.4M +6% 15.4% 295% 45 77.78%
RAM
3266
Redmond Asset Management
Virginia
$233M +$2.67M +1% 4.57% 61.5% 171 16.37%
MMEA
3267
MEAG MUNICH ERGO AssetManagement
Germany
$232M -$9.96M -4% 2.79% 18.2% 15 0%
PL
3268
Polianta Ltd
Jersey
$232M -$35.2M -13% 3.98% 31.6% 119 88.24%
PFGIA
3269
Patriot Financial Group Insurance Agency
Massachusetts
$232M +$36.8M +19% 4.24% 87% 1,485 15.08%
HCM
3270
HMS Capital Management
Tennessee
$232M -$3.16M -1% 4.6% 130% 285 45.26%
IWA
3271
Inspirion Wealth Advisors
Illinois
$232M +$5.75M +3% 2.18% 47% 78 7.69%
SFA
3272
Stewardship Financial Advisors
Georgia
$231M +$14.4M +7% 3.49% 39.1% 75 18.67%
EWA
3273
Evolution Wealth Advisors
Florida
$231M +$13.9M +6% 3.12% 84.5% 495 84.44%
IP
3274
Intellectus Partners
California
$231M -$1.37M -0.6% 4.03% 157% 437 57.89%
WCM
3275
Wildcat Capital Management
New York
$231M +$60.5M +35% 7.86% 126% 32 37.5%