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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
GCA
4151
GSI Capital Advisors
California
$266M +$37M +16% 2.66% 39.7% 41 34.15%
SFS
4152
Shaker Financial Services
Virginia
$266M -$17.6M -6% 8.36% 13.1% 186 34.41%
PI
4153
Pennant Investors
New Jersey
$265M -$28.9M -10% 4.63% 372% 21 14.29%
LBA
4154
Lowell Blake & Associates
Massachusetts
$265M +$10.5M +4% 4.96% 44.2% 57 5.26%
WIM
4155
Wittenberg Investment Management
Massachusetts
$265M -$10.2M -4% 4.1% 89.9% 85 12.94%
AC
4156
AMS Capital
Brazil
$265M -$182M -41% 5.6% 63.1% 36 66.67%
LIC
4157
Laurus Investment Counsel
Canada
$265M -$121M -31% 9.36% 14.1% 45 11.11%
FA
4158
Fiducient Advisors
Illinois
$265M -$64.8M -20% 4.89% 52.3% 66 19.7%
FTA
4159
Financial & Tax Architects
Missouri
$265M +$19.9M +8% 0.57% 46.1% 109 32.11%
CFA
4160
CWS Financial Advisors
Michigan
$265M -$18.9M -7% 2.6% 47.7% 159 8.81%
FL
4161
Fort LP
Maryland
$264M -$44.2M -14% 5.67% 56.8% 300 14.67%
RHI
4162
Richmond Hill Investments
New York
$264M -$41.7M -14% 12.7% 55.2% 10 40%
SKK
4163
Shepherd Kaplan Krochuk
Massachusetts
$264M -$13.3M -5% 8.96% 38.5% 217 21.2%
GPA
4164
Guidance Point Advisors
Massachusetts
$264M -$11.9M -4% 6.94% 67.1% 98 15.31%
HCA
4165
Hyperion Capital Advisors
New York
$264M -$184M -41% 13.3% 86.1% 63 19.05%
AFA
4166
Arlington Financial Advisors
California
$264M -$31.4M -11% 1.59% 60.7% 81 35.8%
CPFP
4167
Clear Perspectives Financial Planning
Ohio
$264M +$16.5M +7% 1.04% 253 22.92%
OBWG
4168
Onyx Bridge Wealth Group
New York
$264M -$33.1M -11% 4.97% 67.4% 186 20.97%
CFG
4169
Cooper Financial Group
California
$263M -$1.63M -0.6% 3.12% 78.6% 278 28.42%
GGI
4170
Godsey & Gibb Inc
Virginia
$263M -$48.6M -16% 4.33% 78.9% 160 76.25%
1M
4171
13D Management
New York
$263M +$2.06M +0.8% 3.39% 157% 35 22.86%
LRIA
4172
Leonard Rickey Investment Advisors
Washington
$263M -$10.5M -4% 4.76% 55.9% 76 13.16%
AWM
4173
Aprio Wealth Management
Georgia
$262M +$23.2M +10% 1.14% 60.6% 95 31.58%
QCI
4174
Quaker Capital Investments
Pennsylvania
$262M +$25.5M +11% 14.2% 107% 23 13.04%
WC
4175
Wynnefield Capital
New York
$262M -$18.1M -6% 7.42% 52.1% 22 4.55%