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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 Avg Holding
Period (Yrs)
B. Riley Financial
4276
B. Riley Financial
California
$434M -$22.7M -5% 0.19% 682% 45 68.89% 0.6
Creative Capital Management Investments
4277
Creative Capital Management Investments
California
$433M +$85M +24% 10.2% 53.6% 1,463 79.56% 0.4
Shah Wealth Advisors
4278
Shah Wealth Advisors
California
$433M – – 15.8% – 79 – 0
Safeguard Investment Advisory Group
4279
Safeguard Investment Advisory Group
California
$433M +$71.1M +20% 21.8% 84.3% 184 25.54% 2.4
Heights Capital Management
4280
Heights Capital Management
California
$433M +$74.3M +21% 27.4% – 429 62.94% 0.3
Intergy Private Wealth
4281
Intergy Private Wealth
Colorado
$433M +$92M +27% 15.6% 73.8% 151 21.19% 2.1
Greenstone Partners & Co
4282
Greenstone Partners & Co
California
$433M +$37.5M +9% 21.7% 527% 9 11.11% 4.1
Cornerstone Planning
4283
Cornerstone Planning
North Carolina
$432M -$10.7M -2% 14.2% – 143 6.29% 1.1
Grandeur Peak Global Advisors
4284
Grandeur Peak Global Advisors
Utah
$432M +$5.27M +1% 16.8% 96% 93 26.88% 2.2
IPA
4285
Investment Planning Advisors
Georgia
$432M +$68.6M +19% 12.4% – 121 14.88% 1.2
MCM
4286
Monimus Capital Management
New Jersey
$432M +$71.1M +20% 16.1% – 66 31.82% 0.7
Gradient Capital Advisors
4287
Gradient Capital Advisors
California
$432M +$46M +12% 14.4% 78.5% 185 7.57% 4.8
Blueshift Asset Management
4288
Blueshift Asset Management
New Jersey
$432M +$102M +31% 16.4% 38.8% 789 68.19% 0.3
BPH
4289
Boundless Plain Holdings
$432M +$128M +42% 147% – 24 62.5% 0.4
Siemens Pension Trust
4290
Siemens Pension Trust
Germany
$431M -$5.74M -1% 44.5% 25.4% 1 0% 3.5
BWM Planning
4291
BWM Planning
Texas
$431M +$52.1M +14% 10.4% – 102 17.65% 1.3
Ripple Effect Asset Management
4292
Ripple Effect Asset Management
New York
$431M -$247M -36% 21.8% – 34 58.82% 0.4
CWM
4293
CCG Wealth Management
California
$431M +$62.2M +17% 18.5% 82.6% 162 22.84% 2.3
PWMG
4294
Private Wealth Management Group
New Jersey
$431M +$50.2M +13% 9.83% 63.2% 1,526 11.21% 2
Cat Rock Capital Management
4295
Cat Rock Capital Management
Connecticut
$431M -$213M -33% 15.5% 66.7% 14 50% 2.1
Doma Perpetual Capital Management
4296
Doma Perpetual Capital Management
Florida
$431M +$58.4M +16% 5.35% – 13 15.38% 1.3
BOS Asset Management
4297
BOS Asset Management
Illinois
$431M +$39.2M +10% 13.9% 70.3% 223 18.83% 2.1
PA
4298
PSI Advisors
Florida
$430M +$12.9M +3% 13.9% 58.2% 174 23.56% 3.1
Fusion Capital
4299
Fusion Capital
South Carolina
$430M +$59.8M +16% 22.9% 108% 119 18.49% 3.3
Luminvest Wealth Management
4300
Luminvest Wealth Management
Arizona
$430M +$47.9M +13% 10.2% 47.7% 58 5.17% 1.5