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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
3C
4926
325 Capital
New York
$202M +$80.6M +67% 17.9% 159% 13 38.46%
1W
4927
1776 Wealth
Georgia
$202M +$12.5M +7% 12.1% 87.4% 154 29.87%
KCG
4928
Kinsale Capital Group
Virginia
$202M +$25.4M +14% 9.03% 61.4% 36 13.89%
HIC
4929
Harbor Island Capital
Massachusetts
$202M +$28.5M +16% 17.4% 132% 15 0%
AWM
4930
Ameliora Wealth Management
Switzerland
$201M +$32.8M +19% 8.39% 70.1% 221 19.91%
LW
4931
Libra Wealth
California
$201M +$20.6M +11% 10% 49.3% 52 3.85%
FFG
4932
Fortem Financial Group
California
$201M +$30.5M +18% 10.7% 179% 169 10.65%
BKA
4933
Brick & Kyle Associates
Pennsylvania
$201M +$12.5M +7% 12.4% 82.3% 60 6.67%
SCG
4934
Sonata Capital Group
Washington
$201M +$13.6M +7% 11% 57.4% 116 14.66%
GB
4935
Goepper Burkhardt
South Carolina
$201M +$37M +23% 9.62% 43.8% 83 24.1%
YCG
4936
Yeomans Consulting Group
Georgia
$201M 10.2% 66
WMWM
4937
Whitaker-Myers Wealth Managers
Ohio
$201M +$39.7M +25% 10.7% 69.5% 94 25.53%
IAMH
4938
IvyRock Asset Management (HK)
Hong Kong
$201M +$9.07M +5% 25.4% 103% 22 45.45%
BBWP
4939
Beacon Bridge Wealth Partners
Pennsylvania
$200M +$10.9M +6% 9.09% 39.8% 109 12.84%
JWM
4940
Jessup Wealth Management
Ohio
$200M +$26.6M +15% 16% 116% 65 35.38%
BMWM
4941
Brown Miller Wealth Management
Virginia
$200M +$21M +12% 11.8% 102% 129 13.18%
AJ
4942
Ashburton (Jersey)
Jersey
$200M -$5.38M -3% 9.69% 55 1.82%
CFG
4943
Cambridge Financial Group
Ohio
$200M +$16.4M +9% 12% 33 6.06%
LPC
4944
Lion Point Capital
New York
$200M -$24.6M -11% 8.39% 204% 34 20.59%
SI
4945
Saxon Interests
Texas
$200M +$51.1M +34% 9.22% 58.4% 219 90.41%
TSWM
4946
Tyler-Stone Wealth Management
Ohio
$200M +$24.4M +14% 10.6% 997 9.93%
FPWM
4947
FSB Premier Wealth Management
Iowa
$200M +$20M +11% 8.53% 43.1% 177 12.43%
TPW
4948
Tiller Private Wealth
Pennsylvania
$200M +$15.7M +9% 9.32% 53.5% 49 16.33%
CSB
4949
City State Bank
Iowa
$200M +$18M +10% 9.35% 72.5% 710 7.18%
ODFS
4950
O'Donnell Financial Services
California
$199M +$19.7M +11% 8.97% 47.9% 39 33.33%