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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
MCIA
4701
Mountain Capital Investment Advisors
Colorado
$189M -$27.7M -13% 0.19% 63.3% 129 11.63%
CJA
4702
C-J Advisory
California
$189M +$2.45M +1% 0.84% 39.2% 34 2.94%
FCP
4703
Fosse Capital Partners
United Kingdom
$189M +$7.3M +4% 2.12% 80% 5 20%
SWM
4704
Sculati Wealth Management
Michigan
$189M +$5K +0% 0.15% 72.3% 123 12.2%
NEGWA
4705
New England Guild Wealth Advisors
Connecticut
$189M +$4.37M +2% 1.85% 6.04% 69 5.8%
SWM
4706
Selective Wealth Management
Virginia
$189M +$63.2M +50% 4.84% 62.6% 627 23.6%
FPF
4707
First Pacific Financial
Washington
$189M +$7.52M +4% 0.09% 48.5% 97 8.25%
RWP
4708
Reliant Wealth Planning
Kentucky
$189M +$1.58M +0.8% 0.13% 39.4% 5 0%
MPPLM
4709
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$189M -$3.4M -2% 0.81% 130% 126 17.46%
AU
4710
Algebris (UK)
United Kingdom
$188M +$2.22M +1% 0.24% 24.5% 37 56.76%
KI
4711
Kapitalo Investimentos
Brazil
$188M -$29.2M -13% 7.71% 64% 51 49.02%
TAM
4712
Townsend Asset Management
North Carolina
$188M +$7.96M +4% 0.05% 77% 214 10.28%
OCA
4713
Otter Creek Advisors
Florida
$188M -$39.8M -17% 3.22% 173% 53 47.17%
CRCM
4714
Crystal Rock Capital Management
Illinois
$188M -$4.02M -2% 0.45% 172% 34 2.94%
D
4715
Diversified
Delaware
$188M +$8.59M +5% 0.61% 34.4% 109 11.93%
BAM
4716
Broadmark Asset Management
California
$188M -$870K -0.5% 0.01% 39.6% 3 33.33%
FP
4717
Fiduciary Planning
Florida
$188M +$72.2M +62% 1.49% 65.5% 71 19.72%
PBO
4718
Peoples Bank (Ohio)
Ohio
$188M -$2.52M -1% 0.28% 71.7% 125 8%
FCM
4719
Fortis Capital Management
Washington
$188M -$8.96M -5% 0.54% 82% 136 38.97%
AAM
4720
Augustine Asset Management
Florida
$188M -$6.16M -3% 1.42% 344% 92 7.61%
RW
4721
Rede Wealth
Virginia
$188M +$41K +0% 1.17% 80.9% 114 8.77%
WWM
4722
Wiser Wealth Management
Georgia
$188M +$23.4M +14% 0.74% 46.7% 30 10%
VIG
4723
Vienna Insurance Group
Poland
$187M +$28.1M +18% 0.12% 188% 34 32.35%
VFPI
4724
Vantage Financial Partners (Illinois)
Illinois
$187M +$7.9M +4% 0.66% 13.1% 90 10%
AFR
4725
Applied Fundamental Research
Massachusetts
$187M +$38.4M +26% 6.11% 44.6% 12 16.67%