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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
AGM
4751
Aragon Global Management
Florida
$270M +$30.9M +13% 3.96% 20 40%
MSG
4752
Main Street Group
Virginia
$270M +$15.9M +6% 2.81% 873 14.78%
HCM
4753
Hillman Capital Management
Maryland
$270M -$22M -8% 4.87% 20.2% 60 23.33%
FI
4754
Financial Insights
Washington
$269M -$47.3M -15% 1.2% 71.9% 149 28.86%
HBS
4755
Howard Bailey Securities
Indiana
$269M +$5.45M +2% 0.78% 189 25.93%
PPH
4756
Pure Portfolios Holdings
Oregon
$269M +$4.42M +2% 0.19% 109 8.26%
QCI
4757
Quaker Capital Investments
Pennsylvania
$269M -$44.3M -14% 3.29% 107% 15 6.67%
RWM
4758
Reston Wealth Management
Virginia
$269M -$7.32M -3% 0.39% 60.7% 449 88.86%
DFA
4759
Delta Financial Advisors
Louisiana
$269M -$6.39M -2% 1.52% 96% 117 10.26%
SFG
4760
Sterling Financial Group
California
$269M +$34.8M +15% 0.28% 49.6% 75 25.33%
HS
4761
HighVista Strategies
Massachusetts
$269M -$21.2M -7% 1.03% 622% 168 33.93%
WLPWM
4762
Walled Lake Planning & Wealth Management
Illinois
$269M +$2.48M +0.9% 0.12% 51.7% 138 9.42%
KWM
4763
Kanen Wealth Management
Florida
$269M +$81.2M +43% 71.1% 328% 26 23.08%
HVP
4764
Hudson Value Partners
Florida
$269M +$11.3M +4% 3% 124% 104 18.27%
BBWA
4765
Bell & Brown Wealth Advisors
California
$269M +$12.9M +5% 6.54% 73 5.48%
SSWG
4766
Seven Springs Wealth Group
Tennessee
$269M -$6.65M -2% 4.28% 59.2% 80 15%
JWS
4767
Juncture Wealth Strategies
Arizona
$268M +$10.1M +4% 1.61% 71.5% 138 18.84%
ACL
4768
APEIRON Capital Ltd
Hong Kong
$268M -$12M -4% 16.3% 487% 16 56.25%
HAM
4769
Honeycomb Asset Management
New York
$268M -$15M -5% 13.5% 49% 36 83.33%
IPW
4770
Intergy Private Wealth
Colorado
$268M +$5.43M +2% 0.48% 67.6% 96 12.5%
PWM
4771
Palumbo Wealth Management
New York
$268M +$10.7M +4% 3.99% 115% 194 27.32%
CG
4772
Corundum Group
Colorado
$268M +$48.6M +22% 1.05% 80.5% 106 11.32%
PSC
4773
Patient Square Capital
California
$267M -$2.04M -0.8% 1.86% 329% 20 45%
BHA
4774
Beech Hill Advisors
New York
$267M +$3.39M +1% 3.05% 105% 104 10.58%
FFA
4775
Fi3 Financial Advisors
Indiana
$267M +$15.5M +6% 1.14% 83.1% 129 17.05%