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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
MG
4501
MilWealth Group
Wisconsin
$111M +$8.21M +8% 9.83% 36.8% 77 18.18%
PI
4502
Pachira Investments
California
$111M +$33.7M +44% 13.1% 72.6% 13 15.38%
PSC
4503
Piper Sandler & Co
Minnesota
$111M +$21.8M +24% 2.18% 0.04% 21 71.43%
PAM
4504
PVG Asset Management
Colorado
$111M +$9.53M +9% 4.51% 85 52.94%
TA
4505
Trellis Advisors
Washington
$111M +$12.6M +13% 12.2% 23.3% 46 10.87%
PLU
4506
Performa Ltd (US)
South Carolina
$111M +$26.9M +32% 12.9% 55.8% 12 58.33%
BMCM
4507
Bryn Mawr Capital Management
Pennsylvania
$111M +$1.08M +1% 12.7% 71.4% 88 19.32%
AWA
4508
Acorn Wealth Advisors
Michigan
$111M +$13.2M +14% 10.5% 53.6% 123 8.13%
VIP
4509
Viewpoint Investment Partners
Alberta, Canada
$111M +$52M +89% 10.6% 31.9% 13 69.23%
SMP
4510
Santa Monica Partners
Florida
$111M +$19.1M +21% 21.9% 135% 27 3.7%
SAM
4511
Steinberg Asset Management
New York
$111M -$21.8M -16% 11.2% 130% 43 25.58%
CIP
4512
Capital Insight Partners
Arizona
$111M +$13.8M +14% 14.1% 51.7% 80 8.75%
RFO
4513
RiverGlades Family Offices
Florida
$111M -$7.76M -7% 9.71% 93 88.17%
LCC
4514
Lincoln Capital Corp
Rhode Island
$111M +$2.09M +2% 10.3% 73.9% 54 22.22%
AM
4515
Account Management
Massachusetts
$110M +$8.8M +9% 11.2% 87.4% 22 0%
SCI
4516
SkyBridge Capital II
New York
$110M -$9.19M -8% 7.27% 30 0%
SB
4517
Strategic Blueprint
Georgia
$110M +$41.3M +60% 11% 76.6% 74 35.14%
QCIG
4518
Quad-Cities Investment Group
Iowa
$110M +$12.7M +13% 13.1% 61% 927 12.41%
WA
4519
Wambolt & Associates
Colorado
$110M +$19.4M +21% 13.8% 62.2% 161 17.39%
FA
4520
Freestate Advisors
Kansas
$110M +$6.31M +6% 9.49% 6 66.67%
QI
4521
Qtron Investments
Massachusetts
$110M -$20.4M -16% 18.5% 139% 251 52.99%
BBWA
4522
Bell & Brown Wealth Advisors
California
$110M +$16.2M +17% 14.1% 90 14.44%
NCM
4523
Northstar Capital Management
New York
$110M +$15.6M +17% 14.7% 93 21.51%
TA
4524
TCG Advisors
Texas
$110M +$10.9M +11% 10% 513 85.58%
EAM
4525
Eukles Asset Management
Ohio
$110M +$13.7M +14% 14.6% 77.2% 160 7.5%