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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
RWG
4276
Regal Wealth Group
California
$155M +$8.87M +6% 6.28% 17% 207 13.04%
KCM
4277
Kempner Capital Management
Texas
$154M +$7.05M +5% 6.03% 60.9% 50 6%
WCM
4278
WealthBridge Capital Management
Ohio
$154M +$15.6M +11% 8.03% 82.1% 131 9.92%
SWMG
4279
Strategic Wealth Management Group
Maryland
$154M +$15.3M +11% 7.01% 96 15.63%
CCM
4280
Cloverdale Capital Management
Texas
$154M +$6.81M +5% 5.33% 20.8% 26 61.54%
GIP
4281
General Industrial Partners
United Kingdom
$154M -$47.8M -24% 7.89% 7 28.57%
IVP
4282
IA Venture Partners
New York
$154M 11.4% 1
MI
4283
Merk Investments
California
$154M 16.7% 303% 16
SPA
4284
Sentinel Pension Advisors
Massachusetts
$154M 4.03% 46.5% 48
MFM
4285
Mirsky Financial Management
New York
$154M +$14.7M +11% 3.86% 39.3% 35 5.71%
HM
4286
Heronetta Management
New York
$154M -$1.52M -1% 0.09% 59.7% 27 7.41%
BCA
4287
Bay Colony Advisors
Massachusetts
$154M +$6.64M +5% 7.55% 91.8% 286 22.73%
RG
4288
Retirement Group
California
$154M 6.63% 33.7% 666
AIS
4289
Accurate Investment Solutions
Pennsylvania
$153M +$16.6M +12% 5.8% 6.74% 475 23.37%
FRA
4290
Front Row Advisors
California
$153M +$13M +9% 10.9% 142% 980 8.78%
CFS
4291
Cannon Financial Strategists
Georgia
$153M +$22.7M +17% 4.56% 52.4% 51 7.84%
AGA
4292
Arkos Global Advisors
Texas
$153M +$12.2M +9% 5.33% 43.6% 54 3.7%
CRCM
4293
Crystal Rock Capital Management
Illinois
$153M +$16.9M +12% 10.7% 172% 35 14.29%
IWP
4294
IAG Wealth Partners
Wisconsin
$153M 6.41% 47.3% 434
AFG
4295
Affinia Financial Group
Massachusetts
$153M 7.09% 37.5% 19
MA
4296
Menlo Advisors
California
$153M +$10.1M +7% 9.03% 81.9% 36 2.78%
CM
4297
Cartica Management
District of Columbia
$153M +$82K +0.1% 16% 92.9% 5 20%
EM
4298
Excalibur Management
Massachusetts
$153M +$41.6M +37% 8.95% 81.7% 111 42.34%
VSWA
4299
Vontobel Swiss Wealth Advisors
Switzerland
$153M -$2.23M -1% 8.49% 70.1% 106 15.09%
DVC
4300
Deer VIII & Co
New York
$153M -$97.2M -39% 17.2% 2 50%