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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
SAM
3801
Standpoint Asset Management
Arizona
$442M -$46.6M -10% 7.23% 63.2% 8 0%
GWM
3802
Gibbs Wealth Management
Georgia
$442M -$77.1M -15% 6.96% 386 19.95%
GCM
3803
Goldstream Capital Management
Hong Kong
$442M +$140M +46% 13.9% 686% 57 15.79%
SCA
3804
Scott Capital Advisors
Oregon
$442M +$72.6M +20% 5.36% 46.4% 54 9.26%
TSWM
3805
Triangle Securities Wealth Management
North Carolina
$442M +$35.4M +9% 7.64% 80% 207 4.35%
PT
3806
Plimoth Trust
Massachusetts
$442M +$24.6M +6% 7.79% 94% 168 2.38%
GWM
3807
GSB Wealth Management
Connecticut
$441M +$32.9M +8% 6.54% 61.8% 249 7.63%
CAG
3808
Curtis Advisory Group
California
$441M +$43.1M +11% 7.97% 67.6% 110 7.27%
AMCI
3809
Al Mehwar Commercial Investments
United Arab Emirates
$441M -$172M -28% 28% 1 0%
SC
3810
Solstein Capital
California
$441M +$246M +126% 11.9% 91.4% 520 18.65%
WEG
3811
World Equity Group
Illinois
$441M +$74M +20% 10.1% 99% 377 23.87%
FPB
3812
First PREMIER Bank
South Dakota
$440M +$27.4M +7% 7.11% 54.4% 411 6.57%
EPM
3813
Equitec Proprietary Markets
Illinois
$440M +$334M +316% 32.8% 527% 102 61.76%
LC
3814
Landaas & Company
Wisconsin
$440M +$21.4M +5% 6.71% 60.3% 130 16.15%
CAM
3815
Cypress Asset Management
Texas
$440M +$24.2M +6% 8.12% 128% 111 5.41%
3IP
3816
3Chopt Investment Partners
Virginia
$440M +$23.6M +6% 8.94% 116% 240 10%
APM
3817
Avidity Partners Management
Texas
$439M -$62.6M -12% 48.2% 492% 69 56.52%
SWM
3818
Shakespeare Wealth Management
Wisconsin
$439M +$64.3M +17% 5.83% 49.6% 105 14.29%
EIA
3819
Eldridge Investment Advisors
New Hampshire
$439M -$39.1M -8% 6.25% 50.9% 168 14.29%
FPW
3820
Fairvoy Private Wealth
Alabama
$439M +$36.7M +9% 6.59% 196 9.18%
CWM
3821
Centurion Wealth Management
Virginia
$439M +$90.3M +26% 7.3% 320 29.06%
FCG
3822
Fielder Capital Group
Tennessee
$439M +$64.1M +17% 18% 282 19.15%
ACP
3823
Albar Capital Partners
United Kingdom
$439M -$146M -25% 13% 45 66.67%
ACM
3824
Altrius Capital Management
North Carolina
$438M +$10.6M +2% 4.32% 43.8% 91 14.29%
MC
3825
McCarthy & Cox
Ohio
$438M +$56.5M +15% 4.4% 73 10.96%