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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
CFD
3576
Creative Financial Designs
Indiana
$224M +$38M +20% 5.43% 56.2% 679 24.01%
PA
3577
Parkside Advisors
California
$224M +$33.7M +18% 5.36% 36.7% 71 12.68%
PCM
3578
Princeton Capital Management
New Jersey
$224M +$17.7M +9% 10.9% 180% 251 60.96%
WCA
3579
Westover Capital Advisors
Delaware
$224M +$11.8M +6% 7.6% 133% 152 17.11%
MAM
3580
Monaco Asset Management
Monaco
$223M 9.98% 120% 69
USGIU
3581
U.S. Global Investors (USGI)
Texas
$223M +$38.9M +21% 14.2% 119% 193 34.72%
EBT
3582
Enterprise Bank & Trust
Massachusetts
$223M +$17.1M +8% 6.37% 65.9% 97 12.37%
SFSIG
3583
San Francisco Sentry Investment Group
California
$223M +$4.59M +2% 11.1% 436% 966 11.59%
FSWA
3584
Financial Synergies Wealth Advisors
Texas
$222M +$17.5M +9% 6.05% 72.3% 36 25%
JWM
3585
Janiczek Wealth Management
Colorado
$222M +$2.36M +1% 5.9% 16.4% 171 8.77%
KLI
3586
Kelman-Lazarov Inc
Tennessee
$222M +$19.4M +10% 7.59% 46.6% 99 5.05%
PIC
3587
PCJ Investment Counsel
Ontario, Canada
$222M +$29.9M +16% 6.94% 164% 76 34.21%
EWA
3588
ERTS Wealth Advisors
Michigan
$222M +$24.4M +12% 5.69% 36.5% 87 9.2%
BCCM
3589
Bridge Creek Capital Management
Massachusetts
$222M +$15.4M +7% 7.86% 76.5% 90 3.33%
IFA
3590
Interactive Financial Advisors
Illinois
$222M +$4.46M +2% 4.82% 47.6% 144 15.97%
JCG
3591
JHL Capital Group
Illinois
$222M -$163M -42% 0% 3 66.67%
BRA
3592
Bender Robert & Associates
California
$222M +$21.7M +11% 14.3% 116% 50 2%
WCM
3593
Weik Capital Management
Pennsylvania
$221M +$12.9M +6% 7.38% 66.9% 121 7.44%
JFA
3594
Johanson Financial Advisors
California
$221M +$29M +15% 9.58% 101% 269 63.94%
DI
3595
Diligent Investors
California
$221M +$16.5M +8% 7.84% 71.9% 227 8.81%
QCM
3596
Quadrant Capital Management
New Jersey
$221M +$17.6M +9% 7.03% 50.3% 89 7.87%
MPEM
3597
Marathon Partners Equity Management
New York
$221M -$43M -16% 3.01% 15 26.67%
CAM
3598
Capco Asset Management
Florida
$221M +$20.1M +10% 10.8% 46.1% 22 4.55%
OCM
3599
Ogborne Capital Management
California
$221M +$70.9M +47% 22.4% 251% 12 58.33%
AEPI
3600
AH Equity Partners I
California
$221M 5.27% 1