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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
SCM
4001
SG Capital Management
Illinois
$214M +$54.9M +34% 15% 187% 71 60.56%
EWP
4002
Engrave Wealth Partners
Texas
$214M -$11.9M -5% 3.01% 39.9% 60 15%
SEEDPG
4003
S.E.E.D. Planning Group
New York
$214M -$6.96M -3% 4.16% 50.4% 86 6.98%
BA
4004
Ballast Advisors
Minnesota
$214M -$8.54M -4% 4.35% 60.4% 184 5.43%
BWS
4005
Buck Wealth Strategies
Colorado
$214M 4.68% 36.9% 57
AI
4006
Arena Investors
New York
$214M -$12.4M -5% 0.66% 199 29.15%
UCMOK
4007
United Capital Management of KS
Kansas
$214M +$967K +0.5% 2.42% 231% 91 12.09%
JCIA
4008
Jackson Creek Investment Advisors
Colorado
$214M -$33.8M -14% 1.47% 185% 363 37.19%
TFGT
4009
TS Financial Group (TSFG)
Illinois
$214M -$19.1M -8% 5.19% 72.9% 1,064 8.18%
PH
4010
Pinnacle Holdings
Oklahoma
$214M -$4.81M -2% 2.66% 65.3% 251 25.5%
CNC
4011
Citizens & Northern Corp
Pennsylvania
$213M -$16.1M -7% 5.35% 73.3% 103 8.74%
LRIA
4012
Leonard Rickey Investment Advisors
Washington
$213M -$15.3M -7% 5.54% 55.9% 66 10.61%
IRM
4013
Income Research & Management
Massachusetts
$213M -$20.1M -9% 0.03% 0.7% 24 8.33%
HKIM
4014
Hayek Kallen Investment Management
Alabama
$213M -$16.6M -7% 5.88% 68.5% 86 5.81%
MA
4015
MYDA Advisors
New York
$213M -$145M -40% 1.96% 189% 249 56.63%
AC
4016
ASB Consultores
Florida
$213M -$17M -7% 4.78% 65.1% 191 15.18%
KFI
4017
Key Financial Inc
Pennsylvania
$213M +$28M +15% 5.83% 55.5% 1,204 5.98%
IMA
4018
Investment Management Associates
Colorado
$213M -$19.9M -9% 3.32% 49.5% 44 9.09%
KJWM
4019
Kiley Juergens Wealth Management
Washington
$213M +$1.39M +0.7% 3.85% 93.3% 75 10.67%
BRA
4020
Biechele Royce Advisors
Indiana
$213M -$12.5M -6% 3.87% 39.2% 67 11.94%
AFG
4021
Allegheny Financial Group
Pennsylvania
$213M -$2.02M -0.9% 1.88% 71.1% 175 12.57%
BWM
4022
BCS Wealth Management
Tennessee
$213M -$12.6M -6% 4.61% 46.7% 194 18.04%
AIC
4023
Ayalon Insurance Company
Israel
$212M +$2.45M +1% 5.14% 89.3% 112 10.71%
BHWM
4024
Bay Harbor Wealth Management
Maryland
$212M -$9.27M -4% 6.09% 47.9% 219 21.46%
PBCM
4025
Point Break Capital Management
Florida
$212M -$206M -49% 14.6% 13 30.77%