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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
CSPIA
5151
Cary Street Partners Investment Advisory
Virginia
$70.5M +$27.7M +65% 17.2% 84.1% 120 48.33%
GIM
5152
Guild Investment Management
California
$70.5M +$24.4M +53% 23.3% 101% 50 36%
AWM
5153
Avondale Wealth Management
Texas
$70.4M +$7.05M +11% 21.6% 78.6% 101 10.89%
NISOA
5154
National Investment Services of America
Wisconsin
$70.2M +$7.37M +12% 26.8% 86 19.77%
ECM
5155
Empirical Capital Management
Tennessee
$70.1M +$7.97M +13% 35.5% 26 46.15%
GPFA
5156
Game Plan Financial Advisors
Ohio
$69.8M -$15.2M -18% 28.6% 103 53.4%
TC
5157
Tatro Capital
Kentucky
$69.7M +$13.8M +25% 18.7% 79 54.43%
HWC
5158
Hill Winds Capital
New York
$69.6M +$56.6M +433% 16.5% 8.52% 37 83.78%
ZCM
5159
Zebra Capital Management
Connecticut
$69.3M +$7.46M +12% 25.9% 142% 255 26.27%
FCC
5160
Florin Court Capital
United Kingdom
$69.3M +$63.9M +1,194% 14.8% 108% 16 68.75%
JC
5161
JCSD Capital
California
$69.1M -$17.5M -20% 6.08% 41 21.95%
UOMF
5162
University of Maryland Foundation
Maryland
$68.9M -$34.3M -33% 15.7% 51.2% 8 50%
GBA
5163
Garrison Bradford & Associates
New York
$68.9M +$10.4M +18% 22.9% 63.5% 55 9.09%
NVPX
5164
Norwest Venture Partners XI
California
$68.6M +$7.1M +12% 11.5% 1 0%
LIM
5165
Lancaster Investment Management
United Kingdom
$68.1M -$73.8M -52% 33.1% 18% 16 31.25%
SNN
5166
Shen Neil Nanpeng
$68M +$20M +41% 41.6% 50.3% 5 20%
MIOT
5167
Massachusetts Institute of Technology
Massachusetts
$68M +$23.2M +52% 25.8% 35.7% 10 70%
TCB
5168
Texas Capital Bancshares
Texas
$67.4M +$10.6M +19% 22.3% 175% 45 17.78%
CCM
5169
Coe Capital Management
Illinois
$67.3M +$7.43M +12% 20.8% 84.4% 77 27.27%
DFG
5170
DWM Financial Group
Illinois
$67.1M +$21.6M +47% 10.4% 37 81.08%
TWP
5171
Tempus Wealth Planning
California
$67M +$6.02M +10% 9.31% 89.9% 72 20.83%
HA
5172
Havens Advisors
New York
$67M -$35.6M -35% 14% 460% 37 64.86%
BCM
5173
Bratton Capital Management
Texas
$66.7M +$24.9M +59% 108% 152% 2 0%
ARTA
5174
A.R.T. Advisors
New York
$66.7M +$61M +1,069% 30.5% 81.8% 292 93.49%
PWM
5175
PBMares Wealth Management
Virginia
$66.5M +$2.96M +5% 13.9% 67.7% 116 15.52%