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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
BWA
3601
Burt Wealth Advisors
Maryland
$379M -$14.9M -4% 2.19% 57.3% 124 14.52%
CIC
3602
Canal Insurance Company
South Carolina
$379M -$11.1M -3% 0.95% 103% 100 22%
BWP
3603
Balboa Wealth Partners
Arizona
$379M +$39.1M +12% 8.57% 158% 351 30.48%
GC
3604
GPI Capital
New York
$379M -$67.5M -15% 17.5% 261% 5 0%
FRGX
3605
First Reserve GP XIII
Connecticut
$379M +$11.4M +3% 3.12% 29.1% 1 0%
MMG
3606
Monetary Management Group
Missouri
$378M +$19.3M +5% 6.77% 99.8% 333 6.61%
CF
3607
Convergence Financial
Missouri
$378M +$136M +56% 2.42% 46.2% 151 70.2%
EC
3608
Elequin Capital
New York
$378M -$143M -27% 3.72% 46.3% 392 89.54%
GFA
3609
Gifford Fong Associates
California
$377M +$14.8M +4% 5.73% 180% 129 2.33%
EWA
3610
Encompass Wealth Advisors
Oregon
$377M +$727K +0.2% 1.97% 63.2% 330 23.03%
PIM
3611
Progressive Investment Management
Oregon
$377M +$12.8M +4% 7.28% 86.3% 64 10.94%
ACA
3612
Ackerman Capital Advisors
Texas
$377M +$15.3M +4% 1.64% 40.4% 110 20.91%
IBOK
3613
Independence Bank of Kentucky
Kentucky
$377M +$43.3M +13% 2.49% 80.6% 551 8.35%
MWM
3614
Mascoma Wealth Management
New Hampshire
$377M +$25.5M +7% 1.65% 40% 508 14.17%
HI
3615
Humankind Investments
New York
$377M -$1.21M -0.3% 2.22% 46.4% 168 33.93%
DW30
3616
Drucker Wealth 3.0
New Jersey
$377M 1.96% 149
KAS
3617
KPP Advisory Services
Kentucky
$376M +$11.9M +3% 1.29% 77.9% 255 12.16%
AAMA
3618
Advanced Asset Management Advisors
Ohio
$376M -$28.4M -7% 3.73% 82.5% 96 12.5%
MIA
3619
Milestone Investment Advisors
Wisconsin
$376M +$5.28M +1% 1.76% 43.6% 140 14.29%
MAC
3620
Mason & Associates (California)
California
$376M +$1.07M +0.3% 1.95% 68.5% 119 15.97%
SL
3621
Systelligence LLC
Minnesota
$376M -$6.54M -2% 0.16% 57.3% 49 28.57%
ZEP
3622
Zeno Equity Partners
United Kingdom
$376M -$70.9M -16% 3.32% 16 18.75%
DACS
3623
Dymon Asia Capital (Singapore)
Singapore
$376M -$76.4M -17% 0.14% 268% 147 70.07%
NL
3624
NVWM LLC
Pennsylvania
$376M +$11.3M +3% 4.27% 107% 688 18.31%
CWAG
3625
Compton Wealth Advisory Group
Virginia
$375M +$9.84M +3% 2.31% 67.6% 108 8.33%