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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
AIC
4101
Ayalon Insurance Company
Israel
$301M +$25.3M +9% 10.1% 89.3% 76 15.79%
AGC
4102
Angelo Gordon & Co
New York
$301M -$15.2M -5% 1.33% 90.1% 78 28.21%
MIC
4103
Meridian Investment Counsel
California
$301M +$9.41M +3% 9.15% 103% 212 5.66%
CFG
4104
Carr Financial Group
Massachusetts
$301M +$30.3M +11% 6.81% 50.7% 187 13.37%
OIS
4105
Okabena Investment Services
Minnesota
$300M +$43.4M +17% 7.17% 58.5% 104 12.5%
CLC
4106
Charles-Lim Capital
Hong Kong
$300M -$48.9M -14% 6.04% 21.5% 8 50%
FMC
4107
FTV Management Company
California
$300M -$14.6M -5% 4.64% 30.5% 1 0%
SCP
4108
Siena Capital Partners
Illinois
$300M -$18.8M -6% 2.99% 35.8% 106 8.49%
BIA
4109
Barry Investment Advisors
Massachusetts
$300M +$4.39M +1% 4.88% 57.9% 124 17.74%
GA
4110
GoalVest Advisory
New York
$300M +$72.5M +32% 10.1% 86.8% 482 39.63%
AFWM
4111
AMJ Financial Wealth Management
Virginia
$299M +$61.8M +26% 24.5% 150% 86 30.23%
NC
4112
Nokomis Capital
Texas
$299M -$27.1M -8% 7.1% 204% 62 43.55%
APWA
4113
Atlas Private Wealth Advisors
New Jersey
$299M -$239M -44% 5.5% 51.6% 170 40%
MCAV
4114
Meritech Capital Associates V
California
$299M -$112M -27% 10.4% 37.3% 6 50%
MLIC
4115
Mandatum Life Insurance Company
Finland
$299M +$29.5M +11% 11.3% 73.7% 90 20%
WSC
4116
Wellington Shields & Co
New York
$298M +$27.3M +10% 11.7% 75.6% 311 8.04%
MLA
4117
My Legacy Advisors
Oregon
$298M +$21.4M +8% 7.13% 49.1% 221 12.22%
S
4118
Syntrinsic
Colorado
$298M +$7.7M +3% 7.45% 91 14.29%
MLFP
4119
MPS Loria Financial Planners
Illinois
$298M +$13M +5% 4.55% 66.9% 87 11.49%
CWA
4120
Canvas Wealth Advisors
Kansas
$298M +$22.5M +8% 8.51% 115% 162 32.72%
PDL
4121
Portfolio Design Labs
California
$298M +$33.4M +13% 13.6% 148 51.35%
KC
4122
Knuff & Co
California
$297M +$23.1M +8% 9.98% 73.7% 134 18.66%
CFG
4123
Compton Financial Group
Maryland
$297M +$14.7M +5% 4.85% 29.1% 37 21.62%
ACA
4124
Aspire Capital Advisors
Washington
$297M +$50.6M +21% 8.4% 52.8% 85 23.53%
WCM
4125
WealthBridge Capital Management
Ohio
$297M +$30.1M +11% 10.4% 82.1% 198 11.11%