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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
SIA
3851
Sovereign Investment Advisors
Arizona
$247M -$8.67M -3% 10.6% 43.7% 31 3.23%
RCS
3852
Retirement Capital Strategies
California
$247M +$30.2M +14% 18.4% 59% 77 32.47%
PVWM
3853
Point View Wealth Management
New Jersey
$246M +$34.9M +16% 18.6% 27% 280 8.93%
HCM
3854
Harvey Capital Management
Florida
$246M +$22.3M +10% 13.1% 147% 86 25.58%
TSS
3855
Thomas Story & Son
Indiana
$246M +$22.5M +10% 10.1% 91.8% 65 6.15%
MC
3856
Mathes Company
New York
$246M +$31.7M +15% 14.4% 121% 123 9.76%
E
3857
EnerVest
Texas
$246M +$65.9M +37% 36.6% 20.5% 1 0%
ACM
3858
AIGH Capital Management
Maryland
$246M 46.5% 3,007% 45
ACA
3859
Affinity Capital Advisors
California
$246M +$69.4M +39% 14.5% 62% 117 12.82%
MDCM
3860
Morgan Dempsey Capital Management
Wisconsin
$246M -$14.6M -6% 8.24% 52.1% 149 36.24%
SPIO
3861
Seven Post Investment Office
California
$246M -$7.76M -3% 8.19% 52.6% 52 28.85%
BCM
3862
Brightlight Capital Management
Connecticut
$246M +$34.1M +16% 32.8% 202% 11 9.09%
NME
3863
Notis-McConarty Edward
$246M +$18.3M +8% 12% 91.2% 98 5.1%
NC
3864
NinePointTwo Capital
California
$246M 10.2% 1.62% 56
KFO
3865
Kopp Family Office
Minnesota
$246M +$61.4M +33% 41.6% 34% 13 0%
SA
3866
Stewardship Advisors
Pennsylvania
$246M +$45.7M +23% 8.86% 42.6% 47 25.53%
MWM
3867
MinichMacGregor Wealth Management
New York
$245M +$33.5M +16% 11.8% 119% 82 28.05%
SGH
3868
Sivik Global Healthcare
Connecticut
$245M +$12.8M +6% 12.9% 53.8% 47 38.3%
GL
3869
Globe Life
Texas
$245M +$27.5M +13% 11.7% 60.1% 1 0%
AMG
3870
Advisors Management Group
Wisconsin
$245M +$4.49M +2% 8.05% 125% 115 17.39%
BHWA
3871
Beacon Harbor Wealth Advisors
Virginia
$245M +$40.2M +20% 16.9% 143% 79 58.23%
IWP
3872
IAG Wealth Partners
Wisconsin
$245M +$28.1M +13% 13.6% 47.3% 367 7.9%
CPA
3873
Clear Perspective Advisors
Illinois
$245M +$31.7M +15% 12.1% 88.5% 150 14.67%
PCA
3874
Providence Capital Advisors
North Carolina
$245M +$55M +29% 13.1% 47.4% 343 37.9%
AGA
3875
Arkos Global Advisors
Texas
$244M +$26.2M +12% 9.05% 43.6% 90 18.89%