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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
WCM
5101
Westerly Capital Management
California
$231M +$14.7M +7% 7.26% 116% 53 45.28%
PVM
5102
Palogic Value Management
Texas
$231M -$32.6M -12% 7.06% 31% 183 18.03%
DG
5103
Daventry Group
New York
$231M -$30.6M -12% 10.9% 26.2% 10 40%
ACH
5104
Axis Capital Holdings
$231M -$158K -0.1% 4.23% 67% 3 33.33%
SFS
5105
Searcy Financial Services
Kansas
$231M +$14.6M +7% 1.47% 58.5% 28 14.29%
PP
5106
Praetorian PR
Puerto Rico
$231M -$18.7M -7% 2.87% 80.3% 34 55.88%
ACM
5107
Ardent Capital Management
Ohio
$231M +$11.3M +5% 5.34% 77.5% 46 13.04%
ALC
5108
Alexander Labrunerie & Co
Missouri
$231M +$4.75M +2% 2.08% 112 12.5%
CPW
5109
Crestmont Private Wealth
Texas
$231M +$8.7M +4% 1.5% 54.8% 88 26.14%
PC
5110
Periscope Capital
Ontario, Canada
$231M +$50.3M +28% 2.96% 28.8% 251 37.45%
AWS
5111
Arkfeld Wealth Strategies
Nebraska
$231M +$13M +6% 0.25% 83.9% 99 7.07%
OWM
5112
OneAscent Wealth Management
Alabama
$231M -$11.8M -5% 0.65% 50.6% 168 13.69%
NRC
5113
New Republic Capital
North Carolina
$231M +$77.5M +51% 2.4% 91.4% 258 14.34%
HA
5114
Hanover Advisors
South Carolina
$231M -$7.76M -3% 2.76% 97 9.28%
FPGT
5115
Financial Partners Group (Tennessee)
Tennessee
$230M -$10.4M -4% 0.41% 96 17.71%
FPCG
5116
Forum Private Client Group
Indiana
$230M +$5.78M +3% 0.27% 47.9% 78 6.41%
CFG
5117
Cambridge Financial Group
Ohio
$230M -$11.8M -5% 0.62% 36 16.67%
JCM
5118
Jacobsen Capital Management
Utah
$230M -$4.72M -2% 1.6% 86.7% 104 12.5%
SWM
5119
Selective Wealth Management
Virginia
$230M -$16.5M -7% 2.89% 62.6% 109 8.26%
BIMC
5120
Benson Investment Management Company
Virginia
$230M -$11M -5% 3.2% 91.6% 60 43.33%
SCG
5121
Sonata Capital Group
Washington
$230M -$11.8M -5% 3.53% 57.4% 114 4.39%
FFAM
5122
Forge First Asset Management
Canada
$230M -$48.8M -18% 4.75% 112% 52 65.38%
MC
5123
McCarthy & Cox
Ohio
$230M -$58.5M -20% 2.01% 68 17.65%
CCM
5124
Cutter Capital Management
New York
$230M -$14.4M -6% 2.37% 31 64.52%
DA
5125
Dover Advisors
Virginia
$230M +$55.2M +32% 0.21% 65% 167 25.75%