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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
FFG
5051
Fortem Financial Group
California
$171M +$1.79M +1% 0.23% 179% 168 12.5%
JAIC
5052
Josh Arnold Investment Consultant
Minnesota
$170M +$67.6M +66% 6.23% 272% 37 45.95%
TL
5053
Tradewinds LLC
North Carolina
$170M +$596K +0.4% 3.32% 125 25.6%
PWA
5054
Phoenix Wealth Advisors
North Carolina
$170M -$1.6M -0.9% 2.95% 60.1% 112 10.71%
AI
5055
Acuitas Investments
Washington
$170M -$1.63M -0.9% 4.56% 145% 122 18.85%
PCMK
5056
Paragon Capital Management (Kansas)
Kansas
$170M -$4.16M -2% 0.5% 87.5% 56 5.36%
AAG
5057
Avalon Advisory Group
Pennsylvania
$170M -$5.77M -3% 4.23% 41.4% 9 22.22%
IVMX
5058
Institutional Venture Management XV
California
$170M -$84.3M -33% 27.3% 116% 5 20%
CB
5059
CNB Bank
Pennsylvania
$170M -$175K -0.1% 3.02% 91.6% 518 19.31%
BC
5060
Barrett & Company
Rhode Island
$170M -$2.64M -2% 2.94% 74.8% 643 6.53%
DS
5061
Dalal Street
Texas
$170M +$96.2M +131% 56.7% 92.7% 3 33.33%
W
5062
WorthPointe
California
$170M +$4.15M +3% 3.07% 59.7% 72 27.78%
WAM
5063
Westport Asset Management
Connecticut
$170M -$8.72M -5% 3.66% 63.9% 73 1.37%
3IP
5064
3Chopt Investment Partners
Virginia
$169M -$30.4M -15% 2.61% 116% 141 63.83%
HAM
5065
Hanwha Asset Management
South Korea
$169M +$5.26M +3% 3.21% 1 0%
BAM
5066
Blueshift Asset Management
New Jersey
$169M -$92.5M -35% 9.11% 38.8% 458 71.62%
BPCM
5067
Beach Point Capital Management
California
$169M -$71.1M -30% 8.94% 110% 15 20%
BWG
5068
Beta Wealth Group
California
$169M -$3.92M -2% 3.77% 45.4% 107 14.02%
CPW
5069
Catalyst Private Wealth
California
$169M +$9.62M +6% 4.29% 103% 75 8%
CIP
5070
Convergence Investment Partners
Florida
$169M -$5.1M -3% 0.51% 284% 197 32.49%
GIA
5071
Goodwin Investment Advisory
Georgia
$169M -$2.23M -1% 3.26% 60.8% 86 9.3%
APC
5072
Aristotle Pacific Capital
California
$169M +$113M +202% 0.64% 1.84% 5 20%
SL
5073
SIB LLC
New York
$169M -$7.07M -4% 3.07% 29.2% 18 0%
AWM
5074
Ameliora Wealth Management
Switzerland
$169M +$6.78M +4% 1.48% 70.1% 221 15.84%
AIA
5075
Armor Investment Advisors
North Carolina
$169M +$3.57M +2% 3.31% 56.6% 169 14.2%