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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
WC
4676
Wynnefield Capital
New York
$200M +$45.6M +30% 39.5% 110% 20 10%
3IP
4677
3Chopt Investment Partners
Virginia
$200M +$12.2M +7% 7.75% 116% 147 12.24%
BBWA
4678
Bell & Brown Wealth Advisors
California
$200M +$12.2M +6% 7.18% 70 4.29%
SHCM
4679
Stone House Capital Management
Florida
$200M +$53.1M +36% 31.2% 238% 4 25%
CCM
4680
Cota Capital Management
California
$199M +$14.6M +8% 11.4% 46% 11 0%
MCA
4681
Magnolia Capital Advisors
Mississippi
$199M +$5.19M +3% 5.81% 64.9% 159 30.19%
SPI
4682
Santori & Peters Inc
Pennsylvania
$199M +$13.6M +7% 7.35% 88% 56 14.29%
LWMM
4683
Legacy Wealth Management (Mississippi)
Mississippi
$199M +$18.2M +10% 8.36% 89.1% 76 10.53%
FWA
4684
FSM Wealth Advisors
Ohio
$199M +$27M +16% 6.42% 62.8% 178 19.66%
PM
4685
Pharo Management
New York
$199M +$3.49M +2% 0.24% 8 50%
IP
4686
Isomer Partners
New York
$199M -$11.2M -5% 12.3% 57.2% 21 47.62%
NCG
4687
Newport Capital Group
New Jersey
$199M +$112M +129% 7.62% 69 73.91%
BAM
4688
Bullseye Asset Management
Colorado
$199M +$3M +2% 6.22% 55% 74 6.76%
GGPE
4689
Golden Gate Private Equity
California
$199M -$24.3M -11% 10.8% 8.72% 3 0%
GWM
4690
Gray Wealth Management
Maine
$199M +$15.6M +9% 5.96% 22.1% 134 9.7%
FFAM
4691
Forge First Asset Management
Canada
$199M -$22.8M -10% 3.29% 112% 53 54.72%
TDWM
4692
Topel & Distasi Wealth Management
California
$199M +$7.15M +4% 3.92% 33.2% 72 0%
SWM
4693
Sculati Wealth Management
Michigan
$199M +$10.4M +6% 7.57% 72.3% 114 9.65%
AMIM
4694
Aull & Monroe Investment Management
Alabama
$199M +$2.32M +1% 2.48% 96.6% 134 2.24%
FPGT
4695
Financial Partners Group (Tennessee)
Tennessee
$199M +$7.54M +4% 8.29% 82 15.85%
FWM
4696
Forza Wealth Management
Florida
$199M +$4.4M +2% 3.28% 65.6% 184 4.35%
HZ
4697
Hixon Zuercher
Ohio
$199M +$29.9M +18% 9.31% 87.5% 62 16.13%
BC
4698
Bullfrog Capital
California
$198M +$31.3M +19% 25% 3 0%
ECG
4699
EPIQ Capital Group
California
$198M -$317K -0.2% 5.11% 6.25% 55 5.45%
AFA
4700
Abacus FCF Advisors
Florida
$198M +$11.7M +6% 9.57% 142% 149 15.44%