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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
CAM
5401
Concorde Asset Management
Michigan
$151M -$17M -10% 1.47% 198 38.38%
WWM
5402
WJ Wealth Management
Arizona
$150M -$16.9M -10% 0.56% 73.3% 63 34.92%
C
5403
Covestor
United Kingdom
$150M +$78.9M +111% 1.81% 95.7% 2,587 12.99%
DCM
5404
Delta Capital Management
New Jersey
$150M -$28.7M -16% 2.89% 125% 89 12.36%
M1FG
5405
Mach-1 Financial Group
Arkansas
$150M -$9.24M -6% 6% 74.3% 349 42.69%
EPL
5406
EDBI Pte Ltd
Singapore
$150M -$33.9M -18% 29.4% 6.21% 23 21.74%
ACM
5407
Ardent Capital Management
Ohio
$150M -$573K -0.4% 2.94% 77.5% 28 10.71%
CGI
5408
Calixto Global Investors
Florida
$150M -$33.2M -18% 9.64% 180% 13 69.23%
SAM
5409
Satovsky Asset Management
New York
$150M +$609K +0.4% 1.51% 48.9% 41 26.83%
CAMV
5410
Concord Asset Management (Virginia)
Virginia
$150M -$417K -0.3% 5.19% 64.7% 56 25%
MPIM
5411
McGinn Penninger Investment Management
Virginia
$150M -$1.77M -1% 0.09% 50.2% 39 23.08%
KAM
5412
KEB Asset Management
Illinois
$150M -$6.75M -4% 2.45% 68.9% 54 24.07%
MA
5413
Mudita Advisors
United Kingdom
$150M +$38.7M +35% 17.7% 116% 21 14.29%
HWM
5414
HighMark Wealth Management
Minnesota
$150M -$8.23M -5% 4.71% 84.2% 555 15.5%
LFASL
5415
Lugano Financial Advisors SA (LFA)
Switzerland
$150M -$23.7M -14% 2.89% 44.9% 127 21.26%
AA
5416
AF Advisors
California
$149M -$24.6M -14% 7.37% 81.3% 25 48%
BWG
5417
Beta Wealth Group
California
$149M +$10.8M +8% 5.79% 45.4% 100 49%
BG
5418
Benedetti & Gucer
Georgia
$149M +$1.86M +1% 3.8% 42.7% 112 30.36%
SIC
5419
Starr International Company
Switzerland
$149M +$89.4M +149% 63% 26.1% 3 0%
RGF
5420
Retirement Guys Formula
Ohio
$149M +$23.3M +18% 3.04% 57.6% 149 34.23%
IP
5421
Ignite Planners
California
$149M -$4.47M -3% 2.66% 73.8% 197 21.32%
WWM
5422
Wolff Wiese Magana
California
$149M -$5.7M -4% 3.09% 136% 888 10.59%
PWM
5423
Peterson Wealth Management
Nevada
$149M -$683K -0.5% 5.63% 68.5% 70 32.86%
SPFA
5424
Summit Place Financial Advisors
New Jersey
$149M +$4.36M +3% 2.98% 89.4% 115 20%
IAC
5425
ION Acquisition Corp
Israel
$149M -$23.2M -13% 11.1% 5 0%