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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
HCM
4001
HM Capital Management
Missouri
$131M +$1.06M +0.8% 6.52% 29.6% 42 16.67%
PFT
4002
Providence First Trust
Arizona
$131M +$2.75M +2% 5.53% 45.6% 76 18.42%
OWA
4003
One Wealth Advisors
California
$131M +$5.45M +4% 5.02% 54.5% 628 18.95%
PIM
4004
Partner Investment Management
California
$131M +$6.73M +5% 8.89% 168% 135 36.3%
IR
4005
Invictus RG
Bermuda
$131M +$11.8M +10% 18.5% 289% 311 84.24%
BCA
4006
Bay Colony Advisors
Massachusetts
$130M -$11.1M -8% 6.22% 91.8% 1,048 83.49%
BC
4007
Breakline Capital
New York
$130M -$12.8M -9% 12.5% 36 75%
FAM
4008
Foothills Asset Management
Arizona
$130M -$146K -0.1% 3.93% 8.84% 63 7.94%
LFWA
4009
LBJ Family Wealth Advisors
Texas
$130M +$6.12M +5% 8.63% 59% 17 0%
HFA
4010
Huber Financial Advisors
Illinois
$130M +$20.7M +19% 3.64% 105 9.52%
HPC
4011
Hobart Private Capital
North Carolina
$130M +$7.63M +6% 3.33% 52.5% 157 25.48%
CT
4012
Clearstead Trust
Maine
$130M +$18.4M +16% 7.44% 84.1% 225 16.89%
WCM
4013
Weatherstone Capital Management
Colorado
$130M +$5.19M +4% 4.9% 32% 105 33.33%
GP
4014
Geneva Partners
Wisconsin
$130M +$4.13M +3% 9.97% 252% 99 27.27%
AM
4015
Account Management
Massachusetts
$130M +$11.9M +10% 9.8% 74.9% 26 3.85%
SF
4016
Susquehanna Foundation
Pennsylvania
$130M +$9.53M +8% 7.73% 36.7% 4 0%
SBA
4017
Secrest Blakey & Associates
North Carolina
$130M +$2.69M +2% 5.32% 19.4% 116 15.52%
MRI
4018
Mad River Investors
Massachusetts
$130M +$9.24M +8% 9.99% 206% 29 3.45%
SWM
4019
Shakespeare Wealth Management
Wisconsin
$130M +$17.6M +16% 2.39% 49.6% 40 17.5%
WCM
4020
Wildcat Capital Management
New York
$130M -$1.09M -0.8% 0.01% 126% 21 33.33%
EWMCB
4021
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$129M +$6.55M +5% 3.42% 13% 39 20.51%
EOCM
4022
Energy Opportunities Capital Management
Texas
$129M -$34.8M -21% 1.41% 211% 52 21.15%
LS
4023
Lattice Strategies
Pennsylvania
$129M +$1.21M +0.9% 1.86% 19.9% 62 1.61%
SC
4024
Steginsky Capital
New York
$129M +$17.9M +16% 8.63% 115% 8 0%
SPI
4025
Santori & Peters Inc
Pennsylvania
$129M +$15.4M +14% 6.66% 88% 52 21.15%