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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
ACM
3601
Altrius Capital Management
North Carolina
$411M +$39.4M +11% 5.21% 43.8% 89 7.87%
EPA
3602
Element Pointe Advisors
Florida
$411M -$13.8M -3% 3.69% 68.3% 72 9.72%
CCM
3603
Catalio Capital Management
New York
$411M -$46M -10% 2.44% 46 47.83%
DI
3604
Diligent Investors
California
$411M -$25.1M -6% 1.33% 71.9% 373 5.63%
HWM
3605
HFR Wealth Management
New York
$411M +$5.98M +1% 2.76% 47.5% 54 5.56%
BB
3606
Berkshire Bank
Massachusetts
$410M -$19.6M -5% 1.52% 69.7% 166 9.04%
PWM
3607
Praetorian Wealth Management
California
$410M -$1.38M -0.3% 2.55% 53.8% 61 4.92%
WW
3608
Waterfront Wealth
Kansas
$410M -$465K -0.1% 0.68% 71.8% 262 4.58%
LIM
3609
Longfellow Investment Management
Massachusetts
$410M +$21M +5% 7.95% 45.9% 330 31.82%
AFA
3610
AA Financial Advisors
Ohio
$410M +$34.9M +9% 1.23% 183 13.66%
WMG
3611
WESCAP Management Group
California
$410M -$2.19M -0.5% 1.69% 45.7% 98 4.08%
EGWAG
3612
Elwood & Goetz Wealth Advisory Group
Georgia
$409M -$632K -0.2% 1.87% 58.2% 106 13.21%
FNBOMD
3613
First National Bank of Mount Dora
Florida
$409M -$18.1M -4% 0.21% 84.5% 137 8.76%
FIC
3614
Family Investment Center
Missouri
$409M +$14.9M +4% 0.11% 49.8% 92 19.57%
BCC
3615
Bain Capital Credit
Massachusetts
$409M -$40.1M -9% 3.93% 14.4% 7 14.29%
SCV
3616
Sands Capital Ventures
Virginia
$409M -$50.8M -11% 15.4% 167% 22 13.64%
GSAM
3617
Grant Street Asset Management
Pennsylvania
$409M +$26.3M +7% 1.4% 41.6% 86 17.44%
AACP
3618
Advantage Alpha Capital Partners
California
$408M -$15.2M -4% 9.84% 79.2% 168 22.02%
GFM
3619
GCQ Funds Management
Australia
$407M +$122M +43% 1.14% 12 16.67%
CFP
3620
Curran Financial Partners
South Carolina
$407M +$26.5M +7% 0.29% 49.4% 108 18.52%
SFG
3621
Sunburst Financial Group
Alabama
$407M +$2.85M +0.7% 2.05% 50.7% 114 7.02%
ESB
3622
Essex Savings Bank
Connecticut
$407M +$2.89M +0.7% 0.98% 84.5% 310 8.71%
STAS
3623
Strong Tower Advisory Services
Minnesota
$407M +$23.3M +6% 1.16% 131% 100 11%
KCG
3624
Kinsale Capital Group
Virginia
$407M +$34.6M +9% 2.32% 70.9% 38 7.89%
LCWP
3625
Legacy Capital Wealth Partners
Arkansas
$407M +$2.43M +0.6% 1.13% 69.4% 377 17.51%