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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
PCM
5401
Peirce Capital Management
Texas
$251M +$10.7M +4% 2.92% 44 11.36%
GU
5402
Georgetown University
District of Columbia
$251M -$48M -16% 5.68% 73.1% 21 52.38%
AAMC
5403
Asset Allocation & Management Company
Illinois
$251M +$14M +6% 1.48% 53.8% 94 6.38%
LAM
5404
LECAP Asset Management
United Kingdom
$251M -$36.6M -13% 2.24% 404 65.59%
LV
5405
Lifeyrissjodur Verzlunarmanna
$251M +$7.63M +3% 7.28% 1 0%
RSC
5406
Red Spruce Capital
Pennsylvania
$251M +$5.58M +2% 4.34% 93.3% 93 1.08%
OCFG
5407
O'Connor Financial Group
Illinois
$251M +$12.3M +5% 1.24% 44.9% 66 21.21%
CNBT
5408
Cornerstone National Bank & Trust
Illinois
$251M +$5.47M +2% 0.24% 33.9% 203 17.73%
FC
5409
Financial Council
Maryland
$251M +$25.2M +11% 2.76% 63.8% 103 9.71%
5W
5410
5T Wealth
California
$250M +$21M +9% 1.49% 130 14.62%
AWG
5411
Altus Wealth Group
Colorado
$250M +$6.7M +3% 1.27% 68.6% 151 11.26%
MLM
5412
Mount Lucas Management
Pennsylvania
$250M +$6.56M +3% 3.01% 84.4% 172 6.4%
OGF
5413
Orin Green Financial
California
$250M -$179K -0.1% 2.42% 53.3% 88 12.5%
CAM
5414
Concorde Asset Management
Michigan
$250M +$10.9M +5% 1.13% 253 17%
SIA
5415
SGL Investment Advisors
Montana
$250M +$10M +4% 1.95% 136 13.97%
JFG
5416
Juno Financial Group
Virginia
$250M 1.72% 69
PPC
5417
Pennington Partners & Co
Maryland
$250M +$38.7M +18% 1.72% 103 19.42%
SI
5418
Stash Investments
New York
$249M +$17M +7% 1.15% 5 0%
FCM
5419
Freshford Capital Management
New York
$249M -$114M -31% 5.16% 62.2% 26 53.85%
SC
5420
Solstein Capital
California
$249M -$191M -43% 3.91% 83.6% 506 16.8%
RPCONE
5421
Retirement Planning Company of New England
Rhode Island
$249M +$719K +0.3% 3.13% 117% 256 8.2%
BIA
5422
Beacon Investment Advisors
Maryland
$249M +$4.78M +2% 3.57% 64.3% 168 4.17%
IVLAV
5423
Index Venture Life Associates VI
Jersey
$249M +$7.57M +3% 3.13% 1 0%
SRWM
5424
Shira Ridge Wealth Management
California
$249M +$13.3M +6% 2.6% 64.9% 91 15.38%
CWM
5425
Chicago Wealth Management
Illinois
$249M +$19.4M +8% 8.14% 110% 56 16.07%