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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
PH
4001
Pinnacle Holdings
Oklahoma
$173M -$36.6M -17% 1.69% 65.3% 239 23.01%
PI
4002
Pettee Investors
Connecticut
$173M +$11.3M +7% 7.81% 66.9% 118 8.47%
SCM
4003
SCW Capital Management
Texas
$173M +$16.1M +10% 14.2% 179% 13 53.85%
JSAM
4004
J. Safra Asset Management
New York
$173M +$39.6M +30% 11.1% 68.9% 20 30%
BWM
4005
Biltmore Wealth Management
Arizona
$172M +$17.2M +11% 4.74% 55.6% 44 4.55%
TWA
4006
Tillar-Wenstrup Advisors
Ohio
$172M +$7.4M +4% 6.61% 27.4% 35 5.71%
MC
4007
Miramar Capital
Illinois
$172M +$10.2M +6% 12.2% 47.3% 53 11.32%
GGPE
4008
Golden Gate Private Equity
California
$172M -$110M -39% 24.5% 8.72% 23 78.26%
BMCM
4009
Bryn Mawr Capital Management
Pennsylvania
$172M +$13.8M +9% 9.52% 59.2% 94 11.7%
MP
4010
Marlowe Partners
New York
$172M +$3.84M +2% 6.58% 16.3% 20 40%
WFG
4011
Wills Financial Group
Virginia
$172M +$11.3M +7% 9.51% 51.7% 51 0%
ICM
4012
Intrepid Capital Management
Florida
$172M -$4.93M -3% 7.67% 60% 91 14.29%
ASW
4013
Astoria Strategic Wealth
Texas
$172M +$15.6M +10% 4.84% 42.1% 28 7.14%
EE
4014
EWG Elevate
California
$172M +$23.7M +16% 9.34% 76% 74 33.78%
ACM
4015
ADW Capital Management
Florida
$172M +$67.5M +65% 27.5% 75.7% 4 0%
MCC
4016
Malaga Cove Capital
California
$172M +$7.91M +5% 13.3% 88.1% 177 32.2%
DP
4017
Denver PWM
Colorado
$172M +$7.82M +5% 5.37% 36.2% 85 21.18%
SCG
4018
Sonata Capital Group
Washington
$171M +$13.7M +9% 6.8% 57.4% 120 10%
MCA
4019
Mendon Capital Advisors
Florida
$171M -$25.1M -13% 2.63% 67 32.84%
BWCS
4020
Beirne Wealth Consulting Services
Connecticut
$171M +$48.6M +40% 8.61% 75.4% 147 52.38%
EECFI
4021
EnCap Energy Capital Fund IX
Texas
$171M -$43.1M -20% 15.6% 69.2% 4 0%
LCH
4022
Lee Capital Holdings
New York
$171M +$62M +57% 10.9% 34.4% 63 44.44%
DFG
4023
Delphi Financial Group
Delaware
$171M -$4.76M -3% 3.28% 48.5% 25 0%
ARG
4024
Advisory Resource Group
Oklahoma
$171M +$8.35M +5% 0.27% 66.5% 109 28.44%
MCM
4025
Makena Capital Management
California
$170M +$6.69M +4% 6.55% 74.3% 68 16.18%