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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 Avg Holding
Period (Yrs)
Ferguson Shapiro
4751
Ferguson Shapiro
Georgia
$270M +$1.94M +0.7% 0.18% 42.7% 80 37.5% 1
SFMG
4752
Sage Financial Management Group
Virginia
$270M +$12.1M +5% 1.59% 51.6% 55 5.45% 0.6
BCM
4753
Birmingham Capital Management
Alabama
$270M -$5M -2% 2.6% 103% 114 7.89% 8.4
Granite Bay Wealth Management
4754
Granite Bay Wealth Management
New Hampshire
$270M +$91.6M +51% 0.88% – 78 50% 0.9
Argent Advisors
4755
Argent Advisors
Louisiana
$270M +$755K +0.3% 0.71% 63.1% 146 12.33% 3.5
Sara-Bay Financial
4756
Sara-Bay Financial
Florida
$270M -$6.37M -2% 5.29% 233% 92 18.48% 2.8
Beaconlight Capital
4757
Beaconlight Capital
New York
$270M +$24M +10% 13.4% 282% 35 34.29% 1.5
Aragon Global Management
4758
Aragon Global Management
Florida
$270M +$30.9M +13% 3.96% – 20 40% 0.6
Main Street Group
4759
Main Street Group
Virginia
$270M +$15.9M +6% 2.81% 98.3% 873 14.78% 0.9
Hillman Capital Management
4760
Hillman Capital Management
Maryland
$270M -$22M -8% 4.87% 20.2% 60 23.33% 3
Financial Insights
4761
Financial Insights
Washington
$269M -$47.3M -15% 1.2% 82.1% 149 28.86% 3.4
Howard Bailey Securities
4762
Howard Bailey Securities
Indiana
$269M +$5.45M +2% 0.78% – 189 25.93% 0.2
Pure Portfolios Holdings
4763
Pure Portfolios Holdings
Oregon
$269M +$4.42M +2% 0.19% – 109 8.26% 0.2
QCI
4764
Quaker Capital Investments
Pennsylvania
$269M -$44.3M -14% 3.29% 107% 15 6.67% 2.9
Reston Wealth Management
4765
Reston Wealth Management
Virginia
$269M -$7.32M -3% 0.39% 66.4% 449 88.86% 3.6
Delta Financial Advisors
4766
Delta Financial Advisors
Louisiana
$269M -$6.39M -2% 1.52% 107% 117 10.26% 4.5
Sterling Financial Group
4767
Sterling Financial Group
California
$269M +$34.8M +15% 0.28% 49.6% 75 25.33% 1.4
HighVista Strategies
4768
HighVista Strategies
Massachusetts
$269M -$21.2M -7% 1.03% 622% 168 33.93% 0.9
Walled Lake Planning & Wealth Management
4769
Walled Lake Planning & Wealth Management
Illinois
$269M +$2.48M +0.9% 0.12% 62.6% 138 9.42% 2.1
Kanen Wealth Management
4770
Kanen Wealth Management
Florida
$269M +$81.2M +43% 71.1% 328% 26 23.08% 1.5
Hudson Value Partners
4771
Hudson Value Partners
Florida
$269M +$11.3M +4% 3% 124% 104 18.27% 2.6
Bell & Brown Wealth Advisors
4772
Bell & Brown Wealth Advisors
California
$269M +$12.9M +5% 6.54% 125% 73 5.48% 5.2
Seven Springs Wealth Group
4773
Seven Springs Wealth Group
Tennessee
$269M -$6.65M -2% 4.28% 59.2% 80 15% 2.9
Juncture Wealth Strategies
4774
Juncture Wealth Strategies
Arizona
$268M +$10.1M +4% 1.61% 76.5% 138 18.84% 2.7
APEIRON Capital Ltd
4775
APEIRON Capital Ltd
Hong Kong
$268M -$12M -4% 16.3% 362% 16 56.25% 0.7