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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
SGA
5376
Siguler Guff Advisers
New York
$201M -$68.2M -25% 15% 37.7% 5 20%
VCM
5377
Verger Capital Management
North Carolina
$201M -$1.39M -0.7% 2.51% 53.1% 14 0%
BSAM
5378
Blue Square Asset Management
New York
$201M +$14.5M +8% 6.34% 104% 78 16.67%
HFO
5379
Heritage Family Offices
Arizona
$200M +$6.7M +3% 1.76% 195 13.33%
SG
5380
Stephens Group
Arkansas
$200M +$12.1M +6% 8.77% 33.8% 3 0%
PAG
5381
Powers Advisory Group
Illinois
$200M -$731K -0.4% 1.53% 37.5% 104 6.73%
MLA
5382
MB, Levis & Associates
Pennsylvania
$200M -$3.05M -2% 1.46% 40% 308 10.71%
PWS
5383
Physician Wealth Solutions
Nevada
$200M -$809K -0.4% 3.11% 41 0%
NIWA
5384
New Insight Wealth Advisors
California
$200M +$9.63M +5% 3.8% 97 13.4%
KC
5385
Kinloch Capital
Virginia
$200M -$6.74M -3% 3% 48.9% 83 7.23%
JWM
5386
Jupiter Wealth Management
Colorado
$200M +$4.11M +2% 3.81% 85.9% 101 19.8%
MI
5387
Moneywise Inc
Virginia
$199M -$3.84M -2% 0.95% 58% 60 15%
LWM
5388
Lodestone Wealth Management
Washington
$199M -$444K -0.2% 0.19% 81.1% 159 12.58%
MA
5389
MBA Advisors
Pennsylvania
$199M -$9.03M -4% 1.25% 58.3% 139 13.67%
RFA
5390
Register Financial Advisors
Georgia
$199M +$4.23M +2% 3.68% 126% 310 8.71%
HAFS
5391
Hapanowicz & Associates Financial Services
Pennsylvania
$199M +$461K +0.2% 2.23% 58.5% 30 10%
FCM
5392
Fogel Capital Management
Florida
$199M +$5.17M +3% 4.66% 43 13.95%
A
5393
Argentarii
Ohio
$199M 5.68% 160
S
5394
Sunpointe
Missouri
$199M +$77.3M +64% 2.44% 214 29.91%
TWA
5395
Trellis Wealth Advisors
California
$199M -$891K -0.4% 2.39% 57.2% 35 20%
DRS
5396
Deane Retirement Strategies
Louisiana
$199M -$6.35M -3% 0.97% 64.7% 86 32.56%
TWM
5397
TCFG Wealth Management
California
$199M -$327K -0.2% 3% 243 15.64%
BCM
5398
Birch Capital Management
Texas
$199M -$5.99M -3% 0.01% 48.4% 91 14.29%
DCM
5399
Dudley Capital Management
Virginia
$199M +$5.18M +3% 4.31% 110% 143 15.38%
SV
5400
Stilwell Value
New York
$198M -$12.8M -6% 1.43% 93.8% 35 14.29%