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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
GCM
3376
Gibraltar Capital Management
Oklahoma
$463M +$236M +104% 3.72% 56.6% 108 57.41%
CIG
3377
Capricorn Investment Group
California
$463M -$69.7M -13% 25.5% 95.9% 7 0%
SWM
3378
SilverOak Wealth Management
Minnesota
$462M -$2.38M -0.5% 3.99% 104 10.58%
LA
3379
Lynch & Associates
Indiana
$462M +$1.46M +0.3% 0.73% 62.9% 119 3.36%
GPWA
3380
Great Point Wealth Advisors
Massachusetts
$462M +$4.74M +1% 0.1% 58 5.17%
TWP
3381
Tyche Wealth Partners
Texas
$462M -$11.4M -2% 1.11% 328 17.68%
WGC
3382
Watts Gwilliam & Co
Arizona
$462M -$11.9M -3% 5.43% 225 12%
IRC
3383
Investors Research Corp
Georgia
$462M +$6.56M +1% 1.79% 57.2% 1,000 9.4%
SSA
3384
Sierra Summit Advisors
Nevada
$462M -$36.4M -7% 6.04% 202 39.11%
EL
3385
Essex LLC
Illinois
$462M -$14.9M -3% 0.84% 89.1% 181 13.26%
CFSG
3386
Community Financial Services Group
Vermont
$461M -$43.3M -9% 2.8% 119 19.33%
QL
3387
Quarry LP
New York
$461M -$251M -35% 1.65% 83.2% 2,083 47.14%
RK
3388
Rather & Kittrell
Tennessee
$461M +$35.6M +8% 1.04% 41.1% 87 9.2%
CBB
3389
Citizens Business Bank
California
$461M -$73.9M -14% 2.88% 108% 108 11.11%
TC
3390
Truvestments Capital
Florida
$461M +$71.9M +19% 2.95% 131% 1,180 26.19%
SCM
3391
Steadview Capital Management
United Kingdom
$460M -$23.2M -5% 0.61% 930% 10 10%
WRPWM
3392
Werba Rubin Papier Wealth Management
California
$460M +$35.9M +8% 1.61% 67% 212 17.45%
AMG
3393
Advisors Management Group
Wisconsin
$460M +$37M +9% 2.52% 125% 156 5.77%
KFI
3394
Key Financial Inc
Pennsylvania
$460M +$19.6M +4% 0.95% 55.5% 1,417 4.94%
FFG
3395
Fiduciary Financial Group
California
$459M -$265K -0.1% 0.1% 323 26.93%
FIG
3396
Fortress Investment Group
New York
$459M -$170M -27% 12.4% 97.5% 47 70.21%
LFS
3397
Legacy Financial Strategies
Kansas
$459M -$5.73M -1% 2.69% 67.1% 127 12.6%
FGAM
3398
Financial Gravity Asset Management
Texas
$459M 1.75% 1,080
VPP
3399
Vertex Planning Partners
Illinois
$458M +$4.89M +1% 1.66% 55.4% 196 15.82%
MFGM
3400
Marshall Financial Group (Maryland)
Maryland
$458M +$44.9M +11% 2.22% 63.5% 241 13.28%