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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
GAG
4001
Goodman Advisory Group
Massachusetts
$315M +$21.8M +7% 8.36% 62.7% 179 19.55%
EAM
4002
EdenTree Asset Management
United Kingdom
$315M -$7.95M -2% 8.35% 43.7% 77 19.48%
ACM
4003
Alight Capital Management
New York
$315M +$783K +0.2% 16.6% 311% 77 53.25%
IGM
4004
Incline Global Management
New York
$315M -$2.18M -0.7% 6.97% 13.6% 25 24%
RAM
4005
Redmond Asset Management
Virginia
$315M +$4.57M +1% 8.49% 59.1% 161 8.07%
DI
4006
DDFG Inc
California
$315M +$19.1M +6% 5.99% 50.9% 80 16.25%
CWM
4007
Centric Wealth Management
Illinois
$315M +$11M +4% 7.97% 36.2% 177 23.73%
DC
4008
DeDora Capital
California
$314M +$29.2M +10% 9.45% 81.7% 112 12.5%
MG
4009
MilWealth Group
Wisconsin
$314M +$11.9M +4% 4.24% 29.9% 65 0%
OHWA
4010
Oak Hill Wealth Advisors
Virginia
$314M +$23M +8% 0% 48% 214 100%
NHFG
4011
New Harbor Financial Group
Massachusetts
$313M +$39.3M +14% 2.38% 80.6% 58 32.76%
SWK
4012
Stephen W. Kidder
$313M +$3.09M +1% 9.36% 62.5% 77 11.69%
FG
4013
Formula Growth
Quebec, Canada
$313M +$926K +0.3% 9.89% 65.6% 150 40%
GU
4014
Georgetown University
District of Columbia
$313M +$20.4M +7% 9.63% 73.1% 22 13.64%
MDCM
4015
Morgan Dempsey Capital Management
Wisconsin
$313M -$14.1M -4% 6.24% 40.8% 125 14.4%
NCM
4016
Northwest Capital Management
Oregon
$312M +$14.3M +5% 5.86% 57% 561 1.78%
BCCM
4017
Bridge Creek Capital Management
Massachusetts
$312M +$24.3M +8% 8.89% 76.5% 98 1.02%
BWM
4018
Buckley Wealth Management
Nevada
$312M +$23.8M +8% 8.74% 79.6% 109 11.01%
HA
4019
Hamel Associates
New Jersey
$312M +$28M +10% 5.58% 50.6% 74 10.81%
SRA
4020
Summit Rock Advisors
New York
$312M +$94.9M +44% 16.4% 9 66.67%
BWM
4021
BCS Wealth Management
Tennessee
$312M +$40.1M +15% 5.58% 46.7% 239 9.62%
CMP
4022
Coston McIsaac & Partners
Maine
$311M +$24.2M +8% 6.56% 29.7% 841 4.28%
SIM
4023
SW Investment Management
Colorado
$311M +$21.1M +7% 7.55% 155% 13 23.08%
HCM
4024
Hillman Capital Management
Maryland
$311M +$21.5M +7% 6.02% 20.3% 57 15.79%
WH
4025
Whitcomb & Hess
Ohio
$311M +$20.2M +7% 3.82% 49% 51 11.76%