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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
GB
5026
Goepper Burkhardt
South Carolina
$142M -$22.8M -14% 12% 43.8% 69 13.04%
SIC
5027
Samalin Investment Counsel
New York
$142M -$23.1M -14% 12.9% 53.5% 258 15.12%
JPLA
5028
Joseph P. Lucia & Associates
New York
$142M -$22.7M -14% 14.9% 58.2% 528 16.67%
AWM
5029
Activest Wealth Management
Florida
$142M -$13.9M -9% 16.2% 105% 408 16.67%
WC
5030
Westhampton Capital
North Carolina
$142M -$13.7M -9% 10.2% 95.6% 120 10%
MMFA
5031
Main Management Fund Advisors
California
$141M -$13.1M -8% 13.3% 77.7% 11 63.64%
ACM
5032
Ayrshire Capital Management
Connecticut
$141M -$28.2M -17% 12.3% 78.4% 54 5.56%
MWM
5033
McNaughton Wealth Management
California
$141M -$12.3M -8% 10.4% 50.3% 54 7.41%
BGI
5034
BlueDrive Global Investors
United Kingdom
$141M -$84.8M -38% 4.05% 25.6% 11 36.36%
CPW
5035
Catalyst Private Wealth
California
$141M -$58.7M -29% 26% 103% 83 18.07%
ACM
5036
Altai Capital Management
California
$141M -$13.3M -9% 19.9% 8.09% 11 9.09%
JIM
5037
JCP Investment Management
Texas
$141M +$462K +0.3% 11.9% 64.9% 19 42.11%
SOAG
5038
Silver Oak Advisory Group
Oregon
$141M -$12.1M -8% 8.74% 20.1% 58 8.62%
BMC
5039
Beaton Management Company
Massachusetts
$141M -$21M -13% 11.4% 79.9% 145 14.48%
MAG
5040
Members Advisory Group
New York
$141M -$14.1M -9% 9.47% 70.6% 21 9.52%
HSG
5041
Helen Stephens Group
Texas
$141M -$4.07M -3% 10.7% 41.9% 66 19.7%
CPP
5042
Capasso Planning Partners
South Carolina
$141M -$764K -0.5% 13.2% 44.1% 103 27.18%
AIM
5043
Aquila Investment Management
New York
$141M -$35.6M -20% 15.4% 53.3% 106 33.96%
TWM
5044
TriaGen Wealth Management
California
$141M -$52M -27% 10.3% 113% 203 44.83%
PE
5045
Platinum Equity
California
$141M -$26.5M -16% 12.4% 56.5% 7 14.29%
VFA
5046
Values First Advisors
Tennessee
$141M -$17.6M -11% 10.6% 70.5% 179 21.23%
RC
5047
RDST Capital
Washington
$141M +$136K +0.1% 15.4% 41% 18 27.78%
WWM
5048
WJ Wealth Management
Arizona
$141M -$9.67M -6% 8.79% 73.3% 63 49.21%
WFC
5049
Western Financial Corp
California
$141M -$31.6M -18% 14.4% 260% 111 34.23%
CFCI
5050
Comprehensive Financial Consultants Institutional
Indiana
$141M -$3.05M -2% 11% 70.2% 165 15.76%