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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
CFO
5126
Custos Family Office
Texas
$192M +$44M +30% 9.35% 57.4% 48 22.92%
PFU
5127
Parus Finance (UK)
United Kingdom
$192M +$31.9M +20% 12.2% 199% 28 7.14%
BWG
5128
Balanced Wealth Group
Ohio
$192M 11.6% 64
GIA
5129
Goodwin Investment Advisory
Georgia
$192M +$23.3M +14% 11.3% 60.8% 84 21.43%
AFA
5130
AllGen Financial Advisors
Florida
$192M +$51.6M +37% 8.88% 39.7% 35 22.86%
AAG
5131
Avalon Advisory Group
Pennsylvania
$192M +$21.6M +13% 9.23% 41.4% 9 22.22%
CFGA
5132
Cambridge Financial Group (Arizona)
Arizona
$192M 10.7% 126
HIM
5133
Harbour Investment Management
Washington
$192M +$16.5M +9% 11.7% 58.8% 78 8.97%
CWM
5134
Cherrydale Wealth Management
New Jersey
$192M +$23.5M +14% 10.6% 72% 52 13.46%
AU
5135
Algebris (UK)
United Kingdom
$192M -$4.38M -2% 12% 24.5% 47 46.81%
FPCG
5136
Forum Private Client Group
Indiana
$192M +$178M +1,346% 8.51% 47.9% 75 100%
CWM
5137
Concentrum Wealth Management
California
$192M +$26.2M +16% 15.1% 174% 68 14.71%
AI
5138
Acuitas Investments
Washington
$192M +$21.4M +13% 19% 145% 131 22.9%
SV
5139
Stilwell Value
New York
$191M +$8.4M +5% 6.12% 87.9% 41 21.95%
FHC
5140
Forest Hill Capital
Arkansas
$191M -$1.31M -0.7% 18.3% 112% 48 12.5%
GPTE
5141
Generali Powszechne Towarzystwo Emerytalne
Poland
$191M +$38M +25% 17.3% 140% 27 3.7%
CIP
5142
Convergence Investment Partners
Florida
$191M +$22.3M +13% 13.2% 284% 212 33.49%
GI
5143
GS Investments
Minnesota
$191M +$16M +9% 12.6% 94.1% 138 2.9%
EC
5144
EJF Capital
Virginia
$191M -$36.4M -16% 22.4% 127% 103 21.36%
RWA
5145
Rooted Wealth Advisors
Illinois
$191M +$28.9M +18% 8.91% 50.8% 85 27.06%
IIGPLP
5146
IGP Investments (G.P.L.P.)
Israel
$191M 12.3% 2
HAFG
5147
Hansen & Associates Financial Group
California
$191M 13.3% 13
LIM
5148
Lancaster Investment Management
United Kingdom
$191M +$97.7M +105% 9.47% 18% 8 75%
LSA
5149
Lansing Street Advisors
Pennsylvania
$191M 12% 80
MM
5150
Monolith Management
Hong Kong
$191M 34% 11