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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
SPG
4901
Snow Phipps Group
New York
$193M -$35.8M -16% 15% 89.2% 2 0%
TWM
4902
TriaGen Wealth Management
California
$193M -$9.79M -5% 3.36% 113% 215 40%
VFPI
4903
Vantage Financial Partners (Illinois)
Illinois
$193M -$4.7M -2% 3.3% 13.1% 91 8.79%
SVG
4904
Sun Valley Gold
Idaho
$193M -$20.4M -10% 9.6% 160% 13 30.77%
ZIG
4905
Zullo Investment Group
Pennsylvania
$193M -$1.78M -0.9% 3.24% 116% 856 9.46%
WMS
4906
Wealth Management Solutions
Pennsylvania
$192M -$1.99M -1% 4.68% 131 21.37%
FCM
4907
Firsthand Capital Management
California
$192M -$70.2M -27% 10.9% 265% 54 18.52%
XSC
4908
X-Square Capital
Puerto Rico
$192M -$6.59M -3% 7.44% 158% 166 15.06%
CAG
4909
Compass Advisory Group
New York
$192M +$7.49M +4% 3.89% 49.2% 66 12.12%
HFG
4910
Heron Financial Group
New York
$192M +$6.54M +4% 3.53% 47.5% 159 10.69%
CCM
4911
Carmel Capital Management
California
$192M -$11.6M -6% 8% 265% 39 7.69%
SG
4912
Stagwell Group
Florida
$192M -$37.9M -16% 16.5% 8.47% 1 0%
GCA
4913
Genesee Capital Advisors
New York
$192M -$17.7M -8% 2.64% 101% 134 36.57%
LCC
4914
Lincoln Capital Corp
Rhode Island
$192M -$16.3M -8% 4.24% 73.9% 81 27.16%
OCM
4915
Octahedron Capital Management
California
$192M -$71.7M -27% 21.4% 234% 38 28.95%
FNWM
4916
Financial Network Wealth Management
Utah
$192M -$5.75M -3% 5.33% 120 10.83%
LWMM
4917
Legacy Wealth Management (Mississippi)
Mississippi
$192M -$3.8M -2% 3.29% 89.1% 109 19.27%
SSW
4918
Smith Shellnut Wilson
Mississippi
$191M -$10.9M -5% 3.91% 90.2% 150 8%
HIS
4919
Horizon Investment Services
Indiana
$191M -$27.6M -13% 3.99% 250% 140 35%
BM
4920
Bislett Management
California
$191M -$16.9M -8% 4.51% 19.8% 15 6.67%
NWA
4921
New World Advisors
Massachusetts
$191M -$26.6M -12% 16.9% 84.1% 78 29.49%
AIM
4922
Aspen Investment Management
Michigan
$191M -$12.4M -6% 2.53% 84.9% 153 15.03%
FC
4923
Fusion Capital
South Carolina
$191M -$6.09M -3% 3.79% 100% 88 10.23%
AF
4924
Apexium Financial
Texas
$191M -$3.2M -2% 5.47% 89.6% 98 3.06%
APCM
4925
Arbiter Partners Capital Management
New York
$190M -$633M -77% 6.43% 386% 39 23.08%