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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
BFC
3476
Blue Fin Capital
Rhode Island
$361M +$33.5M +10% 11.6% 119% 135 8.15%
EIG
3477
Ellenbecker Investment Group
Wisconsin
$361M +$41M +13% 8.97% 56.3% 91 21.98%
CSPIA
3478
Cary Street Partners Investment Advisory
Virginia
$361M +$55.5M +18% 8.58% 84.1% 271 15.87%
SF
3479
Symphony Financial
Texas
$360M +$73.3M +26% 9.48% 71.2% 192 20.31%
PIM
3480
Progressive Investment Management
Oregon
$360M +$23.3M +7% 9.56% 86.3% 57 5.26%
EEP
3481
Edgehill Endowment Partners
Connecticut
$360M +$13.8M +4% 3.79% 11.6% 7 0%
BCM
3482
BlueMar Capital Management
Florida
$360M -$23.2M -6% 1.7% 27.4% 60 26.67%
JHWEPV
3483
J.H. Whitney Equity Partners VII
Connecticut
$360M 7.73% 519% 1
FCA
3484
FLC Capital Advisors
California
$360M +$20.8M +6% 6.15% 59.3% 180 11.11%
MGP
3485
Metis Global Partners
California
$360M 12.4% 100% 376
AUIM
3486
Aegon USA Investment Management
Iowa
$360M +$28.8M +9% 6.62% 39.9% 49 20.41%
KM
3487
Kabouter Management
Illinois
$359M +$182M +103% 0.5% 12.9% 10 30%
B
3488
Bensler
Washington
$359M 8.43% 106% 84
WFA
3489
Wellspring Financial Advisors
Ohio
$359M +$26.9M +8% 8.11% 77.2% 112 10.71%
BSWM
3490
Boston Standard Wealth Management
Massachusetts
$359M +$23.9M +7% 4.5% 42.9% 40 2.5%
TM
3491
Tikvah Management
North Carolina
$359M -$11.3M -3% 8.7% 173% 25 32%
AIM
3492
Atlantic Investment Management
New York
$358M +$60.3M +20% 11.9% 34% 12 25%
LA
3493
Latitude Advisors
Florida
$358M +$42.1M +13% 8.48% 72% 317 15.77%
RAM
3494
Redmond Asset Management
Virginia
$358M +$38.6M +12% 8.45% 59.1% 206 13.11%
AWA
3495
Aaron Wealth Advisors
Illinois
$358M +$3.14M +0.9% 7.16% 96.4% 185 17.84%
FCC
3496
Founders Circle Capital
California
$358M +$29.2M +9% 23% 28% 15 33.33%
FCT
3497
Family Capital Trust
Massachusetts
$358M +$6.97M +2% 2.45% 32.3% 52 0%
DI
3498
Diligent Investors
California
$358M +$63.6M +22% 8.59% 71.9% 285 20.35%
CMI
3499
Clare Market Investments
Texas
$358M +$23.7M +7% 10.1% 173 31.79%
PGAM
3500
Princeton Global Asset Management
New Jersey
$357M +$29M +9% 10.4% 104% 560 10.18%