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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
WMG
3601
WESCAP Management Group
California
$362M +$18.4M +5% 3.81% 45.7% 90 7.78%
GI
3602
Glovista Investments
New Jersey
$362M +$19.2M +6% 0.69% 2.48% 83 50.6%
IAA
3603
Ironsides Asset Advisors
North Carolina
$362M +$45.3M +14% 15.1% 44.9% 99 12.12%
CM
3604
Cornerstone Management
Georgia
$362M -$17.4M -5% 5.02% 40% 234 78.21%
SL
3605
Systelligence LLC
Minnesota
$362M -$13.9M -4% 4.57% 57.3% 35 0%
JAG
3606
Journey Advisory Group
Kentucky
$362M +$53.3M +17% 11.1% 66.2% 211 8.53%
MC
3607
Mount Capital
United Kingdom
$362M 1.24% 34.4% 35
MCM
3608
Moon Capital Management
New York
$361M +$37.6M +12% 0.15% 76.3% 28 64.29%
IHAM
3609
Integral Health Asset Management
New York
$361M +$13.5M +4% 11.4% 564% 92 46.74%
BFC
3610
Blue Fin Capital
Rhode Island
$361M +$33.5M +10% 11.6% 125% 135 8.15%
EIG
3611
Ellenbecker Investment Group
Wisconsin
$361M +$41M +13% 8.97% 56.3% 91 21.98%
CSPIA
3612
Cary Street Partners Investment Advisory
Virginia
$361M +$55.5M +18% 8.58% 84.1% 271 15.87%
SF
3613
Symphony Financial
Texas
$360M +$73.3M +26% 9.48% 85.7% 192 20.31%
PIM
3614
Progressive Investment Management
Oregon
$360M +$23.3M +7% 9.56% 126% 57 5.26%
EEP
3615
Edgehill Endowment Partners
Connecticut
$360M +$13.8M +4% 3.79% 11.6% 7 0%
BCM
3616
BlueMar Capital Management
Florida
$360M -$23.2M -6% 1.7% 27.4% 60 26.67%
JHWEPV
3617
J.H. Whitney Equity Partners VII
Connecticut
$360M 7.73% 407% 1
FCA
3618
FLC Capital Advisors
California
$360M +$20.8M +6% 6.15% 59.3% 180 11.11%
MGP
3619
Metis Global Partners
California
$360M 12.4% 117% 376
AUIM
3620
Aegon USA Investment Management
Iowa
$360M +$28.8M +9% 6.62% 39.9% 49 20.41%
KM
3621
Kabouter Management
Illinois
$359M +$182M +103% 0.5% 12.9% 10 30%
B
3622
Bensler
Washington
$359M 8.43% 106% 84
WFA
3623
Wellspring Financial Advisors
Ohio
$359M +$26.9M +8% 8.11% 77.2% 112 10.71%
BSWM
3624
Boston Standard Wealth Management
Massachusetts
$359M +$23.9M +7% 4.5% 42.9% 40 2.5%
TM
3625
Tikvah Management
North Carolina
$359M -$11.3M -3% 8.7% 169% 25 32%