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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
SWM
4726
Selective Wealth Management
Virginia
$200M 5.08% 62.6% 118
WBC
4727
West Branch Capital
Massachusetts
$200M +$20.9M +12% 13.9% 139% 471 7.64%
CFA
4728
Camarda Financial Advisors
Florida
$200M +$67M +50% 9.34% 196% 88 47.73%
CPC
4729
Congress Park Capital
New York
$200M +$7.85M +4% 10.3% 95.6% 137 8.03%
LFGO
4730
Legacy Financial Group (Oklahoma)
Oklahoma
$200M +$19.3M +11% 5.23% 58.7% 73 16.44%
THWM
4731
Taylor Hoffman Wealth Management
Virginia
$200M +$17.6M +10% 8.7% 47.8% 112 4.46%
WC
4732
Wynnefield Capital
New York
$200M +$45.6M +30% 39.5% 52.1% 20 10%
3IP
4733
3Chopt Investment Partners
Virginia
$200M +$12.2M +7% 7.75% 116% 147 12.24%
BBWA
4734
Bell & Brown Wealth Advisors
California
$200M +$12.2M +6% 7.18% 70 4.29%
SHCM
4735
Stone House Capital Management
Florida
$200M +$53.1M +36% 31.2% 151% 4 25%
CCM
4736
Cota Capital Management
California
$199M +$14.6M +8% 11.4% 46% 11 0%
MCA
4737
Magnolia Capital Advisors
Mississippi
$199M +$5.19M +3% 5.81% 78.7% 159 30.19%
SPI
4738
Santori & Peters Inc
Pennsylvania
$199M +$13.6M +7% 7.35% 88% 56 14.29%
LWMM
4739
Legacy Wealth Management (Mississippi)
Mississippi
$199M +$18.2M +10% 8.36% 89.1% 76 10.53%
FWA
4740
FSM Wealth Advisors
Ohio
$199M +$27M +16% 6.42% 62.8% 178 19.66%
PM
4741
Pharo Management
New York
$199M +$3.49M +2% 0.24% 8 50%
IP
4742
Isomer Partners
New York
$199M -$11.2M -5% 12.3% 57.2% 21 47.62%
NCG
4743
Newport Capital Group
New Jersey
$199M +$112M +129% 7.62% 69 73.91%
BAM
4744
Bullseye Asset Management
Colorado
$199M +$3M +2% 6.22% 81% 74 6.76%
GGPE
4745
Golden Gate Private Equity
California
$199M -$24.3M -11% 10.8% 8.72% 3 0%
GWM
4746
Gray Wealth Management
Maine
$199M +$15.6M +9% 5.96% 22.1% 134 9.7%
FFAM
4747
Forge First Asset Management
Canada
$199M -$22.8M -10% 3.29% 112% 53 54.72%
TDWM
4748
Topel & Distasi Wealth Management
California
$199M +$7.15M +4% 3.92% 40% 72 0%
SWM
4749
Sculati Wealth Management
Michigan
$199M +$10.4M +6% 7.57% 72.3% 114 9.65%
AMIM
4750
Aull & Monroe Investment Management
Alabama
$199M +$2.32M +1% 2.48% 96.6% 134 2.24%