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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
IGYL
5301
I.G.Y. Ltd
United Kingdom
$180M +$18.4M +11% 14.2% 81.2% 3 0%
SFS
5302
Searcy Financial Services
Kansas
$180M +$14.7M +9% 8.81% 58.5% 21 0%
WPM
5303
Worldly Partners Management
Massachusetts
$180M +$23.5M +15% 17.2% 19.2% 4 25%
MM
5304
MQS Management
New York
$180M +$15.9M +10% 8.84% 6.42% 706 80.17%
LFP
5305
Lakeshore Financial Planning
Michigan
$180M +$4.59M +3% 10.6% 56.8% 68 17.65%
MIM
5306
Moseley Investment Management
Florida
$180M +$12.5M +7% 12% 96.6% 157 15.29%
LAM
5307
Lifestyle Asset Management
Texas
$180M +$15M +9% 8.33% 82.6% 107 28.04%
BFS
5308
Burkett Financial Services
South Carolina
$180M 9.96% 198
MA
5309
MBA Advisors
Pennsylvania
$179M +$16.4M +10% 8.99% 58.3% 126 11.9%
CWP
5310
Corepath Wealth Partners
Arizona
$179M +$13.5M +8% 9.55% 56% 42 7.14%
CJH
5311
Christopher J. Hasenberg
Wisconsin
$179M 11.2% 21
GCM
5312
Gallacher Capital Management
Colorado
$179M +$19.2M +12% 9.35% 70.7% 305 38.36%
NYLIC
5313
New York Life Insurance Company
New York
$179M -$718M -80% 11.2% 61.5% 8 62.5%
WMP
5314
Wealth Management Partners
Arizona
$179M +$19M +12% 12.4% 179% 124 11.29%
AWA
5315
Alta Wealth Advisors
Massachusetts
$179M +$16M +10% 15% 120% 140 18.57%
VCM
5316
Verger Capital Management
North Carolina
$179M +$66M +58% 7.85% 53.1% 13 0%
PWA
5317
PCG Wealth Advisors
Kansas
$179M +$26.6M +17% 8.58% 87% 115 19.13%
GPC
5318
Greenstone Partners & Co
California
$179M +$27.9M +18% 13.1% 527% 9 0%
AIM
5319
Aspen Investment Management
Michigan
$179M +$13.9M +8% 11% 84.9% 155 21.94%
LCM
5320
LDR Capital Management
New York
$179M +$14.2M +9% 9.71% 38.9% 45 11.11%
KIG
5321
Kennedy Investment Group
New Jersey
$179M +$12.7M +8% 9.84% 84.8% 129 14.73%
KCM
5322
Kempner Capital Management
Texas
$179M +$12.7M +8% 8.8% 60.9% 59 11.86%
AC
5323
Applied Capital
Arkansas
$179M +$15.8M +10% 9.85% 52.6% 44 22.73%
MGM
5324
Miura Global Management
New York
$179M +$32.6M +22% 17% 375% 26 38.46%
PCM
5325
Perritt Capital Management
Illinois
$179M +$5.99M +3% 9.7% 80.9% 360 18.89%