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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
BW
4051
Bison Wealth
Georgia
$214M +$43.8M +26% 12.8% 37.4% 423 14.66%
T
4052
Tinicum
New York
$214M +$50.2M +31% 31.2% 21.1% 2 0%
AFA
4053
Atlanta Financial Associates
Georgia
$214M +$19.4M +10% 9.25% 78 15.38%
WPWM
4054
Windward Private Wealth Management
Kansas
$214M 9.12% 28.8% 43
PAA
4055
Peregrine Asset Advisers
Oregon
$214M +$32M +18% 10.5% 163% 143 43.36%
PWP
4056
Personal Wealth Partners
Minnesota
$214M +$23.2M +12% 13.2% 37.2% 74 14.86%
HCM
4057
HGI Capital Management
New York
$214M +$43.4M +25% 15.2% 47% 73 46.58%
CP
4058
Capital Planning
Washington
$214M 11.9% 68.9% 66
PIC
4059
PCJ Investment Counsel
Ontario, Canada
$213M -$6.1M -3% 21.3% 165% 102 55.88%
AP
4060
Agilis Partners
Massachusetts
$213M -$53.6M -20% 8.23% 8.47% 27 3.7%
MCA
4061
Mendon Capital Advisors
Florida
$213M +$41.8M +24% 50% 67 38.81%
CAM
4062
Centre Asset Management
New York
$213M -$94.5M -31% 15% 45.3% 69 30.43%
SFSIG
4063
San Francisco Sentry Investment Group
California
$213M +$17.9M +9% 198% 436% 740 12.84%
HPCM
4064
Hein Park Capital Management
New York
$213M 33.6% 83.7% 7
MCC
4065
Malaga Cove Capital
California
$213M +$41M +24% 23.3% 88.1% 166 21.08%
TAM
4066
Tealwood Asset Management
Minnesota
$213M +$59.3M +39% 11.1% 121% 123 29.27%
FTS
4067
Fifth Third Securities
Ohio
$212M +$25.7M +14% 10.9% 58.9% 73 15.07%
ECM
4068
Engine Capital Management
New York
$212M +$13.8M +7% 35.6% 22.2% 41 39.02%
AAM
4069
Ameraudi Asset Management
New York
$212M +$45.8M +27% 13.5% 40.2% 44 20.45%
BA
4070
Bridge Advisory
California
$212M 5.12% 6.7% 79
SIA
4071
SkyView Investment Advisors
New Jersey
$212M 13.5% 62.6% 294
ETI
4072
Enterprise Trust & Investment
California
$212M +$33.2M +19% 13.3% 58.6% 196 8.16%
RFWA
4073
RPg Family Wealth Advisory
Massachusetts
$212M +$21.4M +11% 17% 90.4% 304 13.16%
FFG
4074
Ford Financial Group
California
$212M +$28.2M +15% 12.8% 47.7% 100 12%
KLC
4075
Kent Lake Capital
Nevada
$211M 59.7% 92.1% 32