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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
MAC
3526
Mason & Associates (California)
California
$339M +$11.9M +4% 3.39% 68.5% 92 10.87%
WC
3527
Waterloo Capital
Texas
$339M +$15.4M +5% 5.38% 79.8% 260 43.46%
VSAM
3528
Value Star Asset Management
Hong Kong
$338M +$82.8M +32% 18.6% 34 47.06%
DI
3529
Diligent Investors
California
$338M +$14.4M +4% 5.39% 71.9% 297 7.07%
LCM
3530
Lionstone Capital Management
New York
$338M +$44.6M +15% 15.1% 74.1% 12 8.33%
SCV
3531
Sands Capital Ventures
Virginia
$338M -$66.5M -16% 23.5% 167% 23 8.7%
EWM
3532
EPG Wealth Management
Georgia
$338M +$21M +7% 6.85% 96% 432 9.03%
PSP
3533
Pacific Sage Partners
Washington
$338M +$26.9M +9% 6.44% 47.8% 97 16.49%
BDF
3534
Black Diamond Financial
Maryland
$338M +$33.2M +11% 6.59% 61% 121 9.09%
LWMG
3535
Levy Wealth Management Group
Pennsylvania
$338M +$13.1M +4% 6.15% 21.1% 110 4.55%
ACM
3536
Altrius Capital Management
North Carolina
$338M +$10.4M +3% 0.75% 43.8% 93 10.75%
FPTW
3537
Franklin, Parlapiano, Turner & Welch
Texas
$337M +$22.9M +7% 6.21% 41.6% 50 8%
PFA
3538
Pettinga Financial Advisors
Indiana
$337M +$16.2M +5% 5.16% 71.8% 106 7.55%
AFGI4KRSP
3539
American Financial Group Inc 401(K) Retirement & Savings Plan
Ohio
$337M -$16.3M -5% 2.26% 17.8% 1 0%
SC
3540
Saybrook Capital
North Carolina
$337M +$22.3M +7% 7.23% 67.1% 45 4.44%
WW
3541
Waterfront Wealth
Kansas
$337M +$30.5M +10% 3.46% 71.8% 258 7.36%
RRWA
3542
Rainey & Randall Wealth Advisors
Florida
$337M +$24.8M +8% 3.78% 47.8% 44 2.27%
FLC
3543
Fifth Lane Capital
Texas
$336M +$159M +90% 0.02% 80.4% 281 50.53%
CFGSD
3544
Compass Financial Group (South Dakota)
South Dakota
$336M +$30.3M +10% 6.06% 62.9% 99 5.05%
DWM
3545
Dechtman Wealth Management
Colorado
$336M 5.45% 52
HFS
3546
Haverford Financial Services
Pennsylvania
$335M +$15.3M +5% 6.28% 57.9% 41 4.88%
WIM
3547
WealthPlan Investment Management
Nebraska
$335M -$246M -42% 5.94% 62.6% 470 27.45%
AMG
3548
Advisors Management Group
Wisconsin
$335M +$21.5M +7% 2.15% 125% 154 6.49%
ACP
3549
Arcus Capital Partners
Georgia
$335M +$42M +14% 22.2% 69.2% 127 13.39%
ICM
3550
Irenic Capital Management
New York
$335M +$45M +16% 7.83% 93.6% 21 47.62%