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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
AT
3301
Arlington Trust
Alabama
$512M +$40.6M +9% 8.98% 55.1% 746 23.73%
IIA
3302
IPG Investment Advisors
California
$512M +$70.3M +16% 16.1% 78.6% 212 36.79%
TC
3303
Triata Capital
Hong Kong
$512M +$70.3M +16% 5.02% 15 20%
ISWM
3304
Independent Solutions Wealth Management
New York
$512M +$65.5M +15% 15.3% 111% 186 11.29%
GCM
3305
Gibraltar Capital Management
Oklahoma
$512M +$48.9M +11% 6.96% 56.6% 113 15.04%
AFG
3306
Altiora Financial Group
Ohio
$512M +$41.5M +9% 5.57% 33.3% 95 6.32%
MCM
3307
Mason Capital Management
New York
$512M +$84.3M +20% 27.1% 18% 5 20%
RA
3308
Riversedge Advisors
Delaware
$511M +$62.9M +14% 9.18% 60.4% 136 20.59%
T2I
3309
Turim 21 Investimentos
Brazil
$511M +$139M +37% 10.4% 62% 90 17.78%
BWM
3310
Brickley Wealth Management
California
$511M +$28.8M +6% 6.14% 62.6% 49 10.2%
GAM
3311
Gould Asset Management
California
$511M +$25.6M +5% 5.91% 37.6% 168 5.36%
CPA
3312
Capital Performance Advisors
California
$510M +$54.5M +12% 9.46% 61.5% 322 34.78%
IRC
3313
Investors Research Corp
Georgia
$510M +$48.3M +10% 6.69% 57.2% 984 8.23%
MFGM
3314
Marshall Financial Group (Maryland)
Maryland
$510M +$52.2M +11% 10.1% 63.5% 274 23.72%
FL
3315
Fourthstone LLC
Missouri
$510M +$106M +26% 3.59% 60.1% 107 38.32%
LFS
3316
Legacy Financial Strategies
Kansas
$510M +$51M +11% 8.69% 67.1% 131 12.21%
MCMU
3317
MIC Capital Management (UK)
United Kingdom
$509M +$18.5M +4% 6.85% 37.8% 14 7.14%
PDL
3318
Portfolio Design Labs
California
$509M +$24.6M +5% 8.27% 209 37.8%
IIC
3319
Integrated Investment Consultants
Michigan
$509M +$6.76M +1% 10.4% 59.1% 368 24.18%
FWM
3320
FFT Wealth Management
Pennsylvania
$509M +$30.8M +6% 9.85% 65.6% 109 19.27%
CAM
3321
Columbia Asset Management
Michigan
$509M -$2.43M -0.5% 7.89% 84.4% 236 30.08%
SA
3322
Strategic Advisors
New York
$508M -$10.5M -2% 14.2% 87.3% 201 19.4%
EL
3323
Essex LLC
Illinois
$508M +$46.8M +10% 9.69% 89.1% 185 14.05%
CIM
3324
Contravisory Investment Management
Massachusetts
$508M +$33.5M +7% 9.89% 129% 460 38.7%
HBCM
3325
Heron Bay Capital Management
Michigan
$508M +$32.5M +7% 11% 50.9% 139 34.53%