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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
DA
4551
Dash Acquisitions
California
$183M -$38.2M -17% 16.2% 52% 41 12.2%
CCG
4552
Ceeto Capital Group
Florida
$183M -$35.9M -16% 14.5% 94.4% 163 13.5%
ACM
4553
Aljian Capital Management
Nevada
$183M -$63.8M -26% 21.8% 146% 59 10.17%
AA
4554
Armor Advisors
New York
$183M -$681M -79% 18.4% 78.5% 21 57.14%
TA
4555
Trellis Advisors
Washington
$183M -$17.2M -9% 14.3% 23.3% 85 18.82%
UCIG
4556
Ulrich Consultants & Investment Group
New Mexico
$183M 14.4% 71
VF
4557
Visa Foundation
California
$183M -$54M -23% 18.1% 48.5% 1 0%
MS
4558
Madden Securities
Texas
$182M -$39.5M -18% 17.5% 92.2% 128 28.13%
SAM
4559
Security Asset Management
New York
$182M -$50.8M -22% 16.6% 67.4% 83 10.84%
TS
4560
Third Security
Virginia
$182M -$70.3M -28% 26.5% 28.2% 20 10%
GPC
4561
Guardian Point Capital
Virginia
$182M -$92M -34% 13.4% 142% 14 21.43%
DLG
4562
Daniel L. Goodwin
$182M -$49M -21% 19.8% 72.6% 109 19.27%
IFPG
4563
Intrepid Financial Planning Group
Indiana
$182M 14.8% 92.5% 105
BIA
4564
Bigelow Investment Advisors
Maine
$182M -$32.1M -15% 10.9% 67.1% 151 7.95%
IP
4565
Isomer Partners
New York
$182M -$60.3M -25% 13.4% 57.2% 16 31.25%
HBWM
4566
Hollow Brook Wealth Management
New York
$182M -$42.7M -19% 13.6% 92.8% 78 11.54%
KLC
4567
Kent Lake Capital
Nevada
$182M +$20.9M +13% 9.9% 92.1% 59 54.24%
HRC
4568
Hoertkorn Richard Charles
$182M -$45.9M -20% 16.9% 172% 81 3.7%
SIP
4569
Stoneridge Investment Partners
Pennsylvania
$182M -$31.3M -15% 15.8% 44.2% 111 23.42%
KCM
4570
Kendall Capital Management
Maryland
$182M -$25.3M -12% 11.7% 120% 175 11.43%
NCM
4571
New Capital Management
Texas
$182M +$42.7M +31% 13.2% 49.4% 51 25.49%
CCM
4572
Compton Capital Management
Rhode Island
$182M -$176M -49% 14.2% 75.6% 156 37.18%
BWL
4573
Beacon Wealthcare LLC
North Carolina
$181M -$22.1M -11% 11.6% 42% 12 8.33%
FZCM
4574
Flynn Zito Capital Management
New York
$181M +$63.2M +54% 12.9% 97.3% 125 83.2%
KPWG
4575
KFA Private Wealth Group
Virginia
$181M -$18.6M -9% 12.9% 57.5% 71 5.63%