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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
MWM
3426
MinichMacGregor Wealth Management
New York
$410M +$17.8M +5% 3.93% 119% 114 18.42%
ACM
3427
Alight Capital Management
New York
$409M +$94.3M +30% 8.12% 311% 77 50.65%
MSA
3428
Marino Stram & Associates
Massachusetts
$409M -$13.1M -3% 1.09% 63.6% 171 4.68%
PPC
3429
Park Presidio Capital
California
$409M -$30.5M -7% 2.48% 96.1% 11 18.18%
WCM
3430
Wildcat Capital Management
New York
$409M +$133M +48% 14.9% 126% 20 40%
KC
3431
Keenan Capital
California
$408M +$18M +5% 5.23% 118% 10 20%
ODG
3432
O'Dell Group
Ohio
$408M $0 0% 1.42% 72.2% 90 0%
SHFA
3433
SC&H Financial Advisors
Maryland
$408M +$23.9M +6% 1.32% 50% 147 4.76%
AA
3434
Ashford Advisors
New York
$407M +$11.2M +3% 3.18% 57.3% 15 0%
CLC
3435
Charles-Lim Capital
Hong Kong
$407M +$107M +36% 3.19% 21.5% 8 50%
PWM
3436
PBMares Wealth Management
Virginia
$407M +$23.4M +6% 1.08% 67.7% 188 7.98%
CWM
3437
Cranbrook Wealth Management
Michigan
$406M +$11.1M +3% 0.57% 37.9% 317 9.15%
FCA
3438
FLC Capital Advisors
California
$406M +$10.6M +3% 2.31% 59.3% 173 8.09%
JSC
3439
Jackson Square Capital
California
$406M +$18M +5% 10.9% 416% 149 23.49%
MF
3440
Manchester Financial
California
$406M +$22.9M +6% 2.34% 67.5% 115 21.74%
CWM
3441
CMH Wealth Management
New Hampshire
$406M +$12.7M +3% 3.76% 76.6% 51 17.65%
NQWM
3442
Northwest Quadrant Wealth Management
Oregon
$406M -$2.15M -0.5% 0.47% 36.7% 66 9.09%
GG
3443
GenWealth Group
New Jersey
$406M +$9.27M +2% 2.32% 67.8% 68 8.82%
AFIA
3444
America First Investment Advisors
Nebraska
$406M -$5.09M -1% 0.91% 89.6% 86 8.14%
FGP
3445
Foyston, Gordon, & Payne
Ontario, Canada
$406M -$9.45M -2% 0.54% 56.9% 60 11.67%
AIS
3446
AM Investment Strategies
Tennessee
$406M +$11.6M +3% 6.54% 121% 114 12.28%
RCM
3447
RB Capital Management
Nevada
$406M +$24.9M +7% 6.35% 73.5% 183 4.92%
BWM
3448
Bulltick Wealth Management
Florida
$406M -$179M -31% 1.19% 52.2% 122 37.7%
CWM
3449
Compass Wealth Management
Connecticut
$405M +$5.72M +1% 2.12% 84.7% 413 9.93%
KA
3450
Kozak & Associates
Colorado
$405M +$33.1M +9% 7.84% 97.4% 406 9.11%