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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
HP
4551
Hartree Partners
New York
$270M -$166M -38% 0.64% 163% 94 57.45%
FCP
4552
Fosse Capital Partners
United Kingdom
$270M +$26.8M +11% 11.9% 68.6% 3 0%
BDAM
4553
Blue Door Asset Management
Connecticut
$270M +$116M +75% 3.75% 77.3% 21 38.1%
FS
4554
Ferguson Shapiro
Georgia
$270M +$1.94M +0.7% 0.18% 39.6% 80 37.5%
SFMG
4555
Sage Financial Management Group
Virginia
$270M +$12.1M +5% 1.59% 47.3% 55 5.45%
BCM
4556
Birmingham Capital Management
Alabama
$270M -$5M -2% 2.6% 77.6% 114 7.89%
GBWM
4557
Granite Bay Wealth Management
New Hampshire
$270M +$91.6M +51% 0.88% 41.9% 78 50%
AA
4558
Argent Advisors
Louisiana
$270M +$755K +0.3% 0.71% 51.7% 146 12.33%
SBF
4559
Sara-Bay Financial
Florida
$270M -$6.37M -2% 5.29% 231% 92 18.48%
BC
4560
Beaconlight Capital
New York
$270M +$24M +10% 13.4% 221% 35 34.29%
AGM
4561
Aragon Global Management
Florida
$270M +$30.9M +13% 3.96% 20 40%
MSG
4562
Main Street Group
Virginia
$270M +$15.9M +6% 2.81% 873 14.78%
HCM
4563
Hillman Capital Management
Maryland
$270M -$22M -8% 4.87% 20.3% 60 23.33%
FI
4564
Financial Insights
Washington
$269M -$47.3M -15% 1.2% 62.1% 149 28.86%
HBS
4565
Howard Bailey Securities
Indiana
$269M +$5.45M +2% 0.78% 189 25.93%
PPH
4566
Pure Portfolios Holdings
Oregon
$269M +$4.42M +2% 0.19% 109 8.26%
QCI
4567
Quaker Capital Investments
Pennsylvania
$269M -$44.3M -14% 3.29% 155% 15 6.67%
RWM
4568
Reston Wealth Management
Virginia
$269M -$7.32M -3% 0.39% 60.7% 449 88.86%
DFA
4569
Delta Financial Advisors
Louisiana
$269M -$6.39M -2% 1.52% 80.5% 117 10.26%
SFG
4570
Sterling Financial Group
California
$269M +$34.8M +15% 0.28% 49.6% 75 25.33%
HS
4571
HighVista Strategies
Massachusetts
$269M -$21.2M -7% 1.03% 518% 168 33.93%
WLPWM
4572
Walled Lake Planning & Wealth Management
Illinois
$269M +$2.48M +0.9% 0.12% 51.7% 138 9.42%
KWM
4573
Kanen Wealth Management
Florida
$269M +$81.2M +43% 71.1% 164% 26 23.08%
HVP
4574
Hudson Value Partners
Florida
$269M +$11.3M +4% 3% 124% 104 18.27%
BBWA
4575
Bell & Brown Wealth Advisors
California
$269M +$12.9M +5% 6.54% 73 5.48%