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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
PCM
4601
Prosperity Capital Management
Cayman Islands
$83.6M -$56.2M -40% 39.3% 2 0%
LWM
4602
Lionsbridge Wealth Management
Florida
$83.6M -$23.6M -22% 7.7% 55.3% 366 90.71%
VWM
4603
Vigilare Wealth Management
Arizona
$83.6M -$66.5M -44% 15.8% 56.9% 168 42.26%
1CM
4604
1492 Capital Management
Wisconsin
$83.5M -$29.6M -26% 20.5% 187% 115 49.57%
BAM
4605
Beaumont Asset Management
Texas
$83.4M -$21.4M -20% 15% 64.3% 67 34.33%
CFGF
4606
Compass Financial Group (Florida)
Florida
$83.4M -$27.4M -25% 10.9% 36.3% 22 36.36%
VFA
4607
Values First Advisors
Tennessee
$83.3M -$20.3M -20% 15.2% 70.5% 149 21.48%
CC
4608
Copperleaf Capital
North Carolina
$83.3M -$15.4M -16% 10.6% 102% 53 32.08%
VCA
4609
VIEX Capital Advisors
Florida
$83.3M -$99.3M -54% 18.3% 30.6% 15 26.67%
IWA
4610
Independence Wealth Advisors
Virginia
$83.2M -$19.8M -19% 17.4% 34.1% 24 8.33%
PFA
4611
Pinnacle Family Advisors
Missouri
$83.2M -$27.9M -25% 11.7% 77.3% 94 59.57%
PWA
4612
Providence Wealth Advisors
Illinois
$82.9M -$25.8M -24% 19.5% 98.7% 90 11.11%
HWM
4613
HighMark Wealth Management
Minnesota
$82.9M -$10.8M -12% 21.7% 84.2% 443 20.99%
PCM
4614
Perkins Capital Management
Minnesota
$82.8M -$28.8M -26% 19.3% 303% 122 20.49%
SV
4615
Stilwell Value
New York
$82.8M -$56.4M -41% 33.8% 93.8% 43 18.6%
JA
4616
JVL Associates
Michigan
$82.8M -$24.1M -23% 20.4% 73.3% 45 17.78%
WGA
4617
Weather Gauge Advisory
Virginia
$82.7M -$30.7M -27% 20.9% 39.9% 91 14.29%
CCM
4618
Copernicus Capital Management
California
$82.6M +$6.37M +8% 4.74% 126% 21 61.9%
SCA
4619
Strategic Capital Advisers
Colorado
$82.6M -$24.1M -23% 11.9% 51.4% 62 24.19%
PIA
4620
Powell Investment Advisors
Florida
$82.6M -$13.4M -14% 20.8% 60.3% 131 25.19%
PCC
4621
Park Circle Company
Maryland
$82.5M -$66.1M -44% 11.2% 58.1% 103 41.75%
DC
4622
Diametric Capital
Massachusetts
$82.5M -$54.5M -40% 24% 135% 190 73.68%
PFA
4623
Plotkin Financial Advisors
Maryland
$82.4M -$25M -23% 17% 71.1% 69 24.64%
PWM
4624
PRW Wealth Management
Massachusetts
$82.4M -$5.69M -6% 14.7% 42.3% 77 62.34%
SAM
4625
S.A. Mason
Michigan
$82.4M -$22.6M -21% 16.8% 80.6% 473 22.83%