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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
SSI
4201
Scott & Selber Inc
Texas
$242M -$14.1M -6% 3.65% 187% 103 4.85%
BA
4202
Bard Associates
Illinois
$242M -$16.2M -6% 4.81% 241% 190 4.21%
M1FG
4203
Mach-1 Financial Group
Arkansas
$241M -$112M -32% 2.06% 83.4% 268 55.6%
GGPE
4204
Golden Gate Private Equity
California
$241M +$41.8M +21% 21.4% 8.72% 3 33.33%
PCM
4205
Pennsylvania Capital Management
Pennsylvania
$241M +$7.95M +3% 5.14% 70.6% 93 7.53%
TBWA
4206
Three Bridge Wealth Advisors
California
$241M +$4.75M +2% 4.11% 169% 95 4.21%
CCA
4207
Cadent Capital Advisors
Oklahoma
$241M +$73.2M +44% 0.75% 106% 146 17.81%
UFA
4208
US Financial Advisors
Massachusetts
$241M +$5.41M +2% 3.42% 12.6% 75 12%
KPWG
4209
KFA Private Wealth Group
Virginia
$241M -$550K -0.2% 2.94% 57.5% 78 5.13%
AGP
4210
Artia Global Partners
Florida
$241M -$49.5M -17% 5.43% 725% 34 20.59%
BCM
4211
Buckhead Capital Management
Georgia
$240M -$179M -43% 1.73% 67.6% 129 19.38%
HI
4212
Humankind Investments
New York
$240M -$15.6M -6% 3.89% 62.5% 123 7.32%
BWM
4213
BCS Wealth Management
Tennessee
$240M +$103M +75% 2.62% 46.7% 203 46.8%
RG
4214
Retirement Group
California
$240M -$284K -0.1% 0.62% 33.7% 841 11.77%
SIM
4215
Symetra Investment Management
Connecticut
$240M +$15M +7% 3.57% 37.3% 4 25%
AWA
4216
Aquire Wealth Advisors
Utah
$240M -$10.8M -4% 3.57% 54.1% 39 0%
CWM
4217
Chesapeake Wealth Management
Virginia
$240M -$13.9M -5% 3.18% 65.9% 155 5.16%
MLIC
4218
Mandatum Life Insurance Company
Finland
$240M -$2.12M -0.9% 2.25% 95.9% 74 8.11%
IMA
4219
Investment Management Associates
Colorado
$240M -$35.1M -13% 2.51% 51.6% 41 26.83%
HBWM
4220
Hollow Brook Wealth Management
New York
$240M +$8.3M +4% 0.62% 92.8% 89 8.99%
MWM
4221
MorganRosel Wealth Management
Colorado
$240M -$5.62M -2% 3.74% 67.5% 108 25.93%
UW
4222
Unique Wealth
Florida
$240M +$10.6M +5% 2.68% 63.3% 86 16.28%
MIM
4223
Monashee Investment Management
Massachusetts
$239M -$180M -43% 4.12% 520% 108 67.59%
ACM
4224
Arcataur Capital Management
Wisconsin
$239M -$5M -2% 3.91% 60% 95 0%
CWM
4225
Centric Wealth Management
Illinois
$239M -$11.4M -5% 4.31% 44.4% 134 23.13%