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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
GWMIA
3376
Global Wealth Management Investment Advisory
Florida
$430M +$21.6M +5% 2.68% 67.5% 136 5.88%
TAA
3377
TB Alternative Assets
Cayman Islands
$429M +$30M +8% 7.2% 325% 48 39.58%
HA
3378
Harfst & Associates
Wyoming
$429M +$7.87M +2% 1.06% 82.5% 106 2.83%
CMF
3379
Counterpoint Mutual Funds
California
$429M +$20.9M +5% 1.7% 66.2% 305 71.48%
SIM
3380
Sherborne Investors Management
New York
$429M -$83.6M -16% 16.3% 54.2% 1 0%
CPRC
3381
Consolidated Portfolio Review Corp
New York
$429M +$47.4M +12% 2.96% 65.4% 316 19.62%
CCM
3382
Callodine Capital Management
Massachusetts
$429M +$15.4M +4% 1.1% 53.8% 47 27.66%
EWM
3383
EPG Wealth Management
Georgia
$429M +$20.3M +5% 3.95% 96% 463 96.11%
SW
3384
SkyOak Wealth
Michigan
$428M +$10.5M +3% 3.33% 73.4% 268 15.3%
AC
3385
AXQ Capital
New Jersey
$428M +$11.3M +3% 4.53% 35.5% 777 68.85%
IRC
3386
Investors Research Corp
Georgia
$428M +$363K +0.1% 0.64% 57.2% 1,105 11.31%
CP
3387
Caligan Partners
New York
$428M +$49.7M +13% 3.59% 2,628% 13 7.69%
CCWM
3388
Correct Capital Wealth Management
Missouri
$428M -$5.24M -1% 6.12% 140 17.86%
TFGT
3389
TS Financial Group (TSFG)
Illinois
$428M +$31.2M +8% 2.53% 72.9% 825 5.94%
KC
3390
Kingfisher Capital
North Carolina
$428M +$12.4M +3% 3.17% 58.5% 172 6.98%
IIM
3391
Ipswich Investment Management
Massachusetts
$427M +$300K +0.1% 3.82% 92.8% 197 6.6%
RFP
3392
Root Financial Partners
California
$427M +$90M +27% 1.32% 57% 119 24.37%
WIM
3393
Warwick Investment Management
Texas
$427M +$9.84M +2% 1.66% 64.3% 112 16.07%
SC
3394
Searle & Co
Connecticut
$427M +$34.6M +9% 1.4% 93.8% 188 15.43%
AWM
3395
Austin Wealth Management
Texas
$427M +$22.7M +6% 1.21% 48.2% 119 5.04%
TCM
3396
Towneley Capital Management
California
$426M +$19.7M +5% 1.38% 49 24.49%
AIA
3397
Allied Investment Advisors
Montana
$426M +$12M +3% 0.02% 60.6% 77 12.99%
SCP
3398
Shorepoint Capital Partners
Massachusetts
$426M +$16.9M +4% 1.45% 103 8.74%
GDP
3399
Great Diamond Partners
Maine
$426M -$9.95M -2% 2.2% 78.6% 226 9.29%
RCP
3400
RIT Capital Partners
United Kingdom
$426M -$137M -24% 3.14% 71.4% 16 43.75%