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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
5026
Snow Phipps Group
New York
$326M +$8.27M +3% 2.58% 89.2% 2 0%
SA
5027
Sycale Advisors
New York
$326M +$125M +63% 11.8% 31.5% 28 53.57%
NPI
5028
New Perspectives Inc
Mississippi
$326M +$37.1M +13% 10.2% 50 14%
FWP
5029
Family Wealth Partners
North Carolina
$326M +$33M +11% 10.7% 125 28.8%
TJHA
5030
Thomas J. Herzfeld Advisors
Florida
$326M +$31.7M +11% 4.61% 17.7% 148 35.14%
WAG
5031
Wilkerson Advisory Group
Missouri
$326M +$34.6M +12% 12.6% 659 12.29%
TWM
5032
Triton Wealth Management
Arizona
$326M +$56M +21% 21.2% 142 19.01%
SAM
5033
S.A. Mason
Michigan
$326M +$59.1M +22% 20.6% 105% 294 13.61%
MAM
5034
Mullooly Asset Management
New Jersey
$325M +$53.9M +20% 20.4% 60 15%
SC
5035
Sykon Capital
New York
$325M +$24.8M +8% 11.2% 63.7% 132 48.48%
BCIM
5036
Bishop & Co Investment Management
Pennsylvania
$325M +$33.3M +11% 11.1% 47.6% 26 0%
GPC
5037
Guardian Point Capital
Virginia
$325M +$82.1M +34% 21.4% 142% 14 21.43%
LCM
5038
Lazari Capital Management
California
$325M +$37.2M +13% 18.4% 124% 198 16.67%
NCM
5039
NCM Capital Management
New Jersey
$324M +$45.2M +16% 17.4% 105% 200 10.5%
PH
5040
Pinnacle Holdings
Oklahoma
$324M +$15.1M +5% 11.2% 79.6% 265 25.66%
NG
5041
NWK Group
California
$324M +$63.6M +24% 33% 268% 75 17.33%
WMR
5042
Wealth Management Resources
Rhode Island
$324M +$36.9M +13% 9.02% 36.5% 31 9.68%
SHCM
5043
Silver Heights Capital Management
Ontario, Canada
$324M +$63.9M +25% 59.5% 39.8% 4 0%
BA
5044
Bluesphere Advisors
Pennsylvania
$324M +$42.6M +15% 17.1% 93.4% 132 16.67%
IRAG
5045
Investment Research & Advisory Group
Georgia
$324M +$37.6M +13% 14.7% 88.6% 325 18.15%
NIM
5046
Nicollet Investment Management
Minnesota
$324M +$31.9M +11% 13.2% 83.3% 79 6.33%
WQ
5047
Wealth Quarterback
New Jersey
$324M +$69.8M +27% 21.8% 96.7% 180 13.89%
MCM
5048
Magarian Capital Management
Texas
$324M 19.3% 13
LB
5049
Legacy Bridge
Iowa
$324M +$61.6M +23% 38.3% 225% 334 7.78%
HAG
5050
HF Advisory Group
Maryland
$323M +$30M +10% 8.78% 64.2% 174 8.05%