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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
CIA
4851
Cape Investment Advisory
Georgia
$251M -$4.67M -2% 1.39% 65.2% 1,206 11.28%
KFA
4852
Kelleher Financial Advisors
New York
$251M -$14M -5% 0.25% 72.4% 136 22.79%
IWN
4853
Independent Wealth Network
Iowa
$251M +$4.24M +2% 0.64% 75.1% 254 10.63%
TPW
4854
Transatlantique Private Wealth
New York
$251M -$12.6M -5% 2.84% 89% 217 12.44%
VWM
4855
Vigilare Wealth Management
Arizona
$250M +$4.15M +2% 0.06% 56.9% 106 18.87%
ACM
4856
Allred Capital Management
Texas
$250M -$8.14M -3% 0.77% 73.5% 177 11.3%
IP
4857
Indigo Partners
Arizona
$250M -$136M -35% 34.9% 2.56% 2 0%
WPW
4858
Watershed Private Wealth
Illinois
$250M -$6.3M -2% 2.71% 71.4% 120 14.17%
GB
4859
Goepper Burkhardt
South Carolina
$250M +$3.88M +2% 2.43% 50.4% 99 19.19%
ACG
4860
Anchorage Capital Group
New York
$250M -$34.1M -12% 9.86% 24.9% 7 0%
PHWM
4861
Pine Harbor Wealth Management
Maryland
$250M +$1.53M +0.6% 1.93% 101 8.91%
APTFM
4862
AGUR Provident & Training Funds Management
Israel
$250M -$11.5M -4% 5.5% 22 13.64%
GU
4863
Georgetown University
District of Columbia
$250M -$89.6M -26% 0.56% 79.9% 18 11.11%
PAM
4864
Pegasus Asset Management
New York
$250M -$15.4M -6% 4.65% 89% 69 11.59%
RL
4865
Rogco LP
Oklahoma
$250M +$4.3M +2% 0.35% 53.3% 226 10.18%
EFM
4866
Eley Financial Management
Vermont
$250M -$7.16M -3% 2.44% 69.7% 68 2.94%
SAMT
4867
Select Asset Management & Trust
Pennsylvania
$250M -$8.5M -3% 1.27% 68.4% 78 16.67%
AC
4868
AXQ Capital
New Jersey
$249M +$27.3M +12% 6.76% 35.5% 716 75.98%
ACP
4869
Arcus Capital Partners
Georgia
$249M -$67M -21% 1.3% 69.2% 142 39.44%
SIM
4870
Strategic Investment Management
Virginia
$249M -$40.9M -14% 2.37% 53.3% 21 4.76%
ACM
4871
Aubrey Capital Management
United Kingdom
$249M -$15M -6% 5.67% 296% 60 28.33%
SCA
4872
Sandy Cove Advisors
Massachusetts
$249M -$5.69M -2% 1.99% 78% 129 10.08%
RFG
4873
RFP Financial Group
Georgia
$249M -$8.53M -3% 3.01% 53.2% 138 26.81%
AFS
4874
Access Financial Services
Minnesota
$249M +$24.1M +11% 0.35% 44.8% 117 29.91%
DC
4875
Dorval Corp
Minnesota
$249M -$2.97M -1% 0.81% 37 10.81%