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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
AA
3301
Aire Advisors
California
$380M +$21.9M +6% 6.08% 72% 142 7.75%
IIM
3302
Ipswich Investment Management
Massachusetts
$380M +$14.1M +4% 6.09% 92.8% 195 6.67%
SAM
3303
Summit Asset Management
Tennessee
$379M +$16.1M +4% 4.67% 48.9% 156 4.49%
HCP
3304
Hexagon Capital Partners
Arkansas
$379M +$21.5M +6% 6.68% 104% 1,514 10.44%
CFO
3305
Callan Family Office
Pennsylvania
$379M -$32.8M -8% 5.61% 93.4% 161 36.65%
BCB
3306
Brian C. Broderick
$379M +$22.8M +6% 7.37% 98.6% 81 1.23%
GDP
3307
Great Diamond Partners
Maine
$379M +$33.4M +10% 6.61% 78.6% 232 14.22%
NHFG
3308
New Harbor Financial Group
Massachusetts
$379M +$82.4M +28% 1.91% 80.6% 50 28%
IWP
3309
IAG Wealth Partners
Wisconsin
$378M +$18M +5% 4.5% 47.3% 491 16.29%
CIM
3310
Contravisory Investment Management
Massachusetts
$378M +$24M +7% 7.05% 129% 388 41.75%
PWA
3311
Peterson Wealth Advisors
Utah
$378M +$15.1M +4% 4.55% 46.4% 68 13.24%
TFF
3312
The Family Firm
Maryland
$378M +$17.3M +5% 3.76% 40.2% 187 5.35%
CNBTD
3313
Citizens National Bank Trust Department
Mississippi
$378M +$18M +5% 6.28% 114% 323 4.64%
BBPWM
3314
Blue Bell Private Wealth Management
Pennsylvania
$378M +$44.3M +13% 6.74% 62.5% 701 9.27%
WCFA
3315
Walkner Condon Financial Advisors
Wisconsin
$378M +$21M +6% 3.82% 56.8% 253 13.44%
LSCM
3316
Light Street Capital Management
California
$377M -$32.6M -8% 24.5% 377% 29 48.28%
BCMLT
3317
Beacon Capital Management LLC (Tennessee)
Tennessee
$377M +$34.7M +10% 9.62% 72% 1,059 14.07%
YCM
3318
Yakira Capital Management
Connecticut
$377M -$17.2M -4% 4.26% 74.1% 443 32.05%
LTI
3319
Laffer Tengler Investments
Tennessee
$377M +$7.78M +2% 4.57% 96.5% 422 13.98%
HAM
3320
Harber Asset Management
North Carolina
$377M +$6.7M +2% 2.91% 63.6% 40 20%
FGA
3321
Fortis Group Advisors
New Jersey
$377M +$45.3M +14% 2.95% 91.2% 143 22.38%
FL
3322
Fourthstone LLC
Missouri
$376M +$92.1M +32% 10.3% 104% 70 55.71%
WAS
3323
Wealth Advisory Solutions
Indiana
$376M -$480K -0.1% 5.34% 55.5% 140 42.86%
HA
3324
Harfst & Associates
Wyoming
$376M +$27M +8% 9.74% 82.5% 105 19.05%
AI
3325
AXS Investments
New York
$375M +$72.3M +24% 8.94% 104% 487 37.99%