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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
HWM
3426
Holloway Wealth Management
Florida
$181M +$20.1M +13% 4.17% 50.7% 253 0%
PMFA
3427
Plante Moran Financial Advisors
Michigan
$181M +$12.3M +7% 6.55% 50.3% 939 18.42%
BRA
3428
Bender Robert & Associates
California
$180M +$6.46M +4% 7.49% 98.1% 51 5.88%
JHP
3429
James Hambro & Partners
United Kingdom
$180M 4.02% 79.2% 25
SWP
3430
Strategic Wealth Partners
Ohio
$180M 3.76% 747
CCM
3431
CrestPoint Capital Management
Missouri
$180M -$44.1M -20% 6.89% 42.6% 232 27.16%
PO
3432
Private Ocean
California
$179M +$15.2M +9% 1.04% 2.82% 453 62.25%
LC
3433
Lincoln Capital
Nebraska
$179M +$17.2M +11% 8.19% 63.8% 72 8.33%
BCM
3434
Beryl Capital Management
California
$179M 14.3% 5,124% 21
CWM
3435
Catamount Wealth Management
Connecticut
$179M +$7.21M +4% 5.65% 70.7% 219 28.31%
BBP
3436
Banco BTG Pactual
Brazil
$179M -$64.7M -27% 1.61% 142% 96 65.63%
MCC
3437
Malaga Cove Capital
California
$179M +$4.7M +3% 6.31% 88.1% 187 42.78%
FCB
3438
First Command Bank
Texas
$179M +$18.5M +12% 2.64% 34.1% 427 8.43%
FCFS
3439
First Command Financial Services
Texas
$179M +$18.5M +12% 2.64% 34.4% 427 8.43%
S
3440
SimplyRich
California
$179M 5.79% 71.7% 162
IWA
3441
Intercontinental Wealth Advisors
Texas
$178M +$14.6M +9% 5.8% 46.7% 170 32.94%
WAM
3442
Wilsey Asset Management
California
$178M +$23.2M +15% 12.4% 55% 20 10%
SC
3443
Schulhoff & Co
Ohio
$178M +$9.73M +6% 4.82% 42.7% 110 4.55%
JWS
3444
Juncture Wealth Strategies
Arizona
$178M -$185K -0.1% 2.9% 71.5% 88 9.09%
DVM
3445
Dreman Value Management
Florida
$177M -$5.1M -3% 6.99% 36.6% 461 9.76%
SCM
3446
Sio Capital Management
New York
$177M -$15.4M -8% 15.9% 577% 76 69.74%
PC
3447
Premise Capital
Illinois
$177M -$6.08M -3% 3.47% 43% 19 26.32%
ACP
3448
Arcus Capital Partners
Georgia
$177M -$14.2M -7% 4.02% 82.6% 123 20.33%
PCM
3449
Punch Card Management
Florida
$177M +$12.1M +7% 8.23% 41% 3 0%
YP
3450
Yellowstone Partners
Idaho
$177M -$14.2M -7% 5.83% 215 20.47%