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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
IP
4701
Isomer Partners
New York
$221M +$28.5M +15% 24.3% 57.2% 20 50%
JA
4702
JVL Associates
Michigan
$221M +$26.9M +14% 12.3% 73.3% 44 15.91%
CRA
4703
Clear Rock Advisors
Texas
$221M 10% 72
FPGT
4704
Financial Partners Group (Tennessee)
Tennessee
$221M +$12.7M +6% 9.66% 84 9.52%
DWA
4705
Delap Wealth Advisory
Oregon
$221M +$117M +113% 9.36% 56% 96 44.79%
RC
4706
Rovin Capital
Arizona
$221M +$3.87M +2% 10% 63.8% 148 18.24%
IAM
4707
Infusive Asset Management
New York
$221M +$66.1M +43% 12.8% 40.1% 20 45%
WA
4708
Win Advisors
Florida
$220M +$16.2M +8% 10.1% 114% 90 87.78%
JWS
4709
Juncture Wealth Strategies
Arizona
$220M +$15.7M +8% 9.11% 71.5% 121 19.83%
SFS
4710
Stiles Financial Services
Minnesota
$220M +$27.4M +14% 12.8% 88.2% 181 10.5%
ECG
4711
EPIQ Capital Group
California
$220M +$27M +14% 11.4% 6.25% 62 20.97%
EWM
4712
Elevatus Welath Management
New York
$220M +$109M +99% 18% 176% 108 52.78%
SCI
4713
Silver Coast Investments
United States
$220M 7.88% 74
CSIA
4714
Conrad Siegel Investment Advisors
Pennsylvania
$220M +$26.3M +14% 10.5% 58.4% 32 21.88%
ML
4715
Mayport LLC
Massachusetts
$220M +$38.2M +21% 9.65% 48.5% 81 22.22%
VSCP
4716
Vesey Street Capital Partners
New York
$220M +$19.4M +10% 9.5% 43.8% 1 0%
DIM
4717
DLK Investment Management
California
$220M 11.2% 106
BTIM
4718
BancFirst Trust & Investment Management
Oklahoma
$219M +$18.4M +9% 6.95% 44.9% 54 18.52%
BFA
4719
Bill Few Associates
Pennsylvania
$219M +$28M +15% 10.1% 81.8% 157 12.1%
KWM
4720
KFG Wealth Management
Indiana
$219M +$35.1M +19% 9.48% 50.4% 141 17.02%
CAG
4721
Curtis Advisory Group
California
$219M -$81.6M -27% 11.2% 67.6% 100 24%
DVF
4722
Discovery Value Fund
Singapore
$219M +$36.6M +20% 20.9% 207% 10 40%
AIM
4723
Atlantic Investment Management
New York
$219M +$18.3M +9% 8.82% 34% 10 10%
TPCM
4724
Two Point Capital Management
New York
$219M +$37.4M +21% 13% 24 8.33%
MRCM
4725
Mill Road Capital Management
Connecticut
$219M +$28.9M +15% 18.1% 38.3% 27 18.52%