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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
RG
4301
Retirement Group
California
$217M +$9.66M +5% 1.91% 33.7% 733 14.32%
CWM
4302
Curi Wealth Management
North Carolina
$217M +$18M +9% 0.94% 16.2% 93 6.45%
WCM
4303
Whitener Capital Management
North Carolina
$217M -$33.8M -13% 0.12% 98.5% 141 12.06%
RS
4304
Retirement Solution
Washington
$217M +$7.66M +4% 0.13% 52.9% 48 10.42%
BCP
4305
Berkeley Capital Partners
Georgia
$217M -$7.37M -3% 2.26% 49.3% 144 12.5%
GDWAM
4306
Gold Dragon Worldwide Asset Management
Hong Kong
$217M -$139M -39% 46.3% 5 60%
LPWM
4307
Lake Point Wealth Management
Texas
$217M +$2.53M +1% 1.19% 476 11.76%
EP
4308
EPIQ Partners
Minnesota
$217M +$17.3M +9% 1.71% 44.3% 99 10.1%
RA
4309
Riverstone Advisors
Texas
$217M +$5.42M +3% 5.13% 83.3% 41 12.2%
XS
4310
XR Securities
Illinois
$217M -$13.1M -6% 0.28% 17% 545 49.91%
NWA
4311
New World Advisors
Massachusetts
$217M +$67.5M +45% 1.88% 95.9% 140 82.14%
T2I
4312
Turim 21 Investimentos
Brazil
$216M -$83.7M -28% 9.05% 62% 114 20.18%
GIP
4313
General Industrial Partners
United Kingdom
$216M +$34.1M +19% 0.94% 15 60%
GCM
4314
Gabalex Capital Management
New York
$216M +$3.72M +2% 1.21% 24.9% 21 4.76%
NF
4315
Nikulski Financial
Iowa
$216M +$1.55M +0.7% 0.05% 95.8% 126 7.14%
SIM
4316
Strategic Investment Management
Virginia
$216M -$14.9M -6% 2.23% 53.3% 13 30.77%
TWA
4317
Tillar-Wenstrup Advisors
Ohio
$216M -$3.45M -2% 0.74% 27.4% 38 13.16%
BCP
4318
Berylson Capital Partners
Massachusetts
$216M -$235M -52% 11.8% 57.7% 69 73.91%
II
4319
INCA Investments
Florida
$216M -$35.6M -14% 3.23% 128% 9 22.22%
CCM
4320
Chicago Capital Management
Illinois
$216M +$37.5M +21% 12.3% 295% 58 72.41%
AC
4321
Addison Capital
Pennsylvania
$216M +$11.1M +5% 0.67% 54.2% 125 7.2%
SA
4322
SRN Advisors
Pennsylvania
$216M -$78.1M -27% 1.7% 146% 92 11.96%
OFCM
4323
One Fin Capital Management
California
$216M -$37.5M -15% 1.08% 75.5% 30 46.67%
HF
4324
Halpern Financial
Virginia
$216M +$3.4M +2% 1.08% 26.3% 293 30.03%
PL
4325
Polianta Ltd
Jersey
$216M +$22.9M +12% 2.91% 31.6% 104 71.15%