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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
IP
3501
Intellectus Partners
California
$317M +$29.5M +10% 12.3% 111% 282 17.02%
AC
3502
Annandale Capital
Texas
$317M +$12.6M +4% 4.62% 52.5% 143 10.49%
LWM
3503
LJI Wealth Management
Indiana
$317M +$31.2M +11% 6.54% 51.8% 171 20.47%
ECM
3504
Elgethun Capital Management
South Dakota
$316M +$39.4M +14% 3.29% 61.5% 131 4.58%
RCM
3505
RB Capital Management
Nevada
$316M +$32.8M +12% 11% 73.5% 183 9.29%
SAM
3506
SignalPoint Asset Management
Missouri
$316M +$29.1M +10% 6.96% 36% 223 3.59%
BCM
3507
Blume Capital Management
California
$316M +$19.5M +7% 6.74% 96.9% 340 13.24%
GPWA
3508
Great Point Wealth Advisors
Massachusetts
$316M +$17.3M +6% 6.81% 62 3.23%
BL
3509
BCWM LLC
Kansas
$315M +$11.6M +4% 2.38% 63 9.52%
BAM
3510
Brave Asset Management
New Jersey
$315M +$19.7M +7% 5.84% 76.3% 167 21.56%
IFS
3511
Ifrah Financial Services
Arkansas
$315M +$10.6M +3% 5.34% 61.7% 215 13.02%
VSI
3512
Verde Servicos Internacionais
Brazil
$315M +$25.1M +9% 10.7% 120% 42 69.05%
CC
3513
Carrhae Capital
United Kingdom
$315M -$157M -33% 10.9% 159% 32 59.38%
TF
3514
TLWM Financial
Texas
$315M +$38.9M +14% 5.9% 48% 70 15.71%
CWM
3515
Compass Wealth Management
Connecticut
$315M +$9.55M +3% 5.77% 84.7% 425 5.88%
ALAM
3516
Asahi Life Asset Management
Japan
$315M +$12.3M +4% 7.71% 98.6% 257 52.53%
CBTWT
3517
Community Bank & Trust (Waco, Texas)
Texas
$314M +$7.83M +3% 5.4% 76.6% 142 4.23%
SC
3518
Saybrook Capital
North Carolina
$314M +$13.1M +4% 4.8% 61.4% 45 4.44%
RW
3519
REDW Wealth
New Mexico
$314M +$24.9M +9% 5.84% 44.4% 150 14.67%
FPTW
3520
Franklin, Parlapiano, Turner & Welch
Texas
$314M +$9.39M +3% 4.16% 41.6% 50 10%
IAS
3521
Insigneo Advisory Services
Florida
$314M +$49.9M +19% 13.1% 94.1% 300 22.33%
JCP
3522
Jennifer C. Price
$314M -$104M -25% 1.74% 85 16.47%
CCT
3523
Capital City Trust
Florida
$314M +$10.6M +3% 3.91% 78% 121 9.09%
ACM
3524
Atalaya Capital Management
New York
$314M -$245M -44% 5.94% 7.46% 313 31.31%
ACM
3525
Ararat Capital Management
Connecticut
$314M +$13.5M +4% 9.61% 56.1% 24 33.33%