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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
HC
4001
Headwater Capital
China
$409M +$121M +42% 26.2% 21 57.14%
ACGA
4002
Atlanta Consulting Group Advisors
Georgia
$409M +$43.4M +12% 6.24% 150 16.67%
NC
4003
NovaPoint Capital
Georgia
$409M +$82.4M +25% 9.53% 88.2% 146 47.95%
BWM
4004
BigSur Wealth Management
Florida
$408M +$12.2M +3% 9.02% 83.1% 161 6.21%
PIN
4005
Prudent Investors Network
California
$408M +$37.6M +10% 3.79% 72 23.61%
APWA
4006
Atlas Private Wealth Advisors
New Jersey
$408M -$369M -47% 6.46% 51.6% 196 32.65%
GC
4007
Greencape Capital
Australia
$408M -$136M -25% 11.5% 98.1% 3 0%
ACM
4008
Avalon Capital Management
California
$408M +$35.8M +10% 15.7% 151% 144 19.44%
HS
4009
HighVista Strategies
Massachusetts
$408M +$136M +50% 69.3% 622% 175 32%
MCM
4010
Monarch Capital Management
Indiana
$408M +$35.4M +10% 6.49% 65% 124 7.26%
SFA
4011
Spectrum Financial Alliance
Kentucky
$408M +$36.8M +10% 11.2% 185% 26 15.38%
EC
4012
Engaged Capital
California
$408M +$50M +14% 3.38% 26.2% 9 22.22%
BWA
4013
Burt Wealth Advisors
Maryland
$407M -$30M -7% 5.24% 57.3% 121 9.09%
RAM
4014
Redmond Asset Management
Virginia
$407M -$12.1M -3% 4.26% 61.5% 210 6.19%
CD
4015
Chapin Davis
Maryland
$407M +$45.5M +13% 15.2% 323% 261 16.48%
AFA
4016
AllGen Financial Advisors
Florida
$407M +$34.7M +9% 5.71% 39.7% 45 13.33%
SWRP
4017
Summit Wealth & Retirement Planning
California
$407M +$34.3M +9% 8.86% 67.6% 108 8.33%
JHWEPV
4018
J.H. Whitney Equity Partners VII
Connecticut
$407M +$166M +69% 69.6% 407% 1 0%
AWA
4019
Aquire Wealth Advisors
Utah
$406M +$34.2M +9% 6.81% 54.1% 50 8%
KFBMI
4020
Kentucky Farm Bureau Mutual Insurance
Kentucky
$406M -$61.9M -13% 8.77% 83.3% 68 14.71%
HNB
4021
Hilltop National Bank
Wyoming
$406M +$22.8M +6% 7.79% 816 5.27%
NYLIC
4022
New York Life Insurance Company
New York
$406M +$54.7M +16% 6.36% 61.5% 6 33.33%
PWM
4023
Prentice Wealth Management
New York
$406M +$25M +7% 4.95% 44.2% 116 9.48%
RFN
4024
RDA Financial Network
Iowa
$405M +$35.3M +10% 7.41% 82.1% 278 15.47%
ACA
4025
Aspire Capital Advisors
Washington
$405M +$43.3M +12% 6.78% 59.3% 119 16.81%