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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
SPM
4326
Symmetry Peak Management
Pennsylvania
$197M +$46.5M +31% 54% 320% 130 83.85%
PGDP
4327
Pragma Gestao de Patrimonio
Brazil
$197M +$27.7M +16% 20.3% 75.2% 18 16.67%
LFS
4328
Legacy Financial Strategies
Kansas
$196M +$22.5M +13% 12.3% 67.1% 65 6.15%
SC
4329
Sawyer & Company
Massachusetts
$196M +$28M +17% 13.4% 97.4% 172 10.47%
BI
4330
Ballast Inc
Kentucky
$196M +$21.1M +12% 13.6% 66% 99 14.14%
JGIA
4331
Jackson Grant Investment Advisers
Connecticut
$196M +$29.7M +18% 12.1% 54.3% 341 37.83%
THWM
4332
Taylor Hoffman Wealth Management
Virginia
$196M +$26M +15% 15.3% 47.8% 121 4.13%
AFWM
4333
AMJ Financial Wealth Management
Virginia
$196M +$26M +15% 14.8% 167% 83 33.73%
AEPV
4334
AH Equity Partners V
California
$196M 19.7% 1
OPTFSNA
4335
Old Point Trust & Financial Services N A
Virginia
$195M +$13.6M +7% 10.5% 72.6% 66 4.55%
HW
4336
Hamilton Wealth
California
$195M +$16.7M +9% 14.4% 108% 59 25.42%
FRA
4337
Front Row Advisors
California
$195M +$6.15M +3% 14.5% 142% 940 2.23%
SMR
4338
SIH MPH Rollover
New York
$195M 22% 1
BCP
4339
Berkeley Capital Partners
Georgia
$195M +$30.9M +19% 9.93% 62.8% 125 26.4%
MFM
4340
Mirsky Financial Management
New York
$194M +$17.6M +10% 8.81% 39.3% 39 12.82%
JFG
4341
Jefferies Financial Group
New York
$194M +$53.6M +38% 19.6% 135% 10 60%
HIS
4342
Harvest Investment Services
Illinois
$194M +$19.8M +11% 15.5% 282% 257 32.3%
CCC
4343
Chelsea Counsel Company
California
$194M +$25.1M +15% 10.9% 106% 94 18.09%
NCM
4344
New Capital Management
Texas
$194M +$103M +114% 10.3% 49.4% 155 21.29%
VCM
4345
Voce Capital Management
California
$194M +$36.9M +23% 31.8% 69.2% 12 16.67%
UIA
4346
UBP Investment Advisors
Switzerland
$194M +$64.6M +50% 9.11% 11.2% 82 26.83%
HCM
4347
Horiko Capital Management
New York
$194M +$20.8M +12% 11.6% 275% 28 17.86%
BA
4348
Ballast Advisors
Minnesota
$194M +$33.7M +21% 13.5% 66.7% 179 10.06%
OWP
4349
Old Well Partners
North Carolina
$194M +$87M +81% 44.3% 97.8% 56 60.71%
CPIM
4350
Coalescence Partners Investment Management
New York
$194M 48.3% 10