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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
APIM
5451
Agate Pass Investment Management
Washington
$200M +$12.4M +7% 7.74% 68% 96 4.17%
HWA
5452
Hillcrest Wealth Advisors
New Jersey
$200M +$14.6M +8% 6.65% 55% 48 4.17%
RI
5453
Ridgewood Investments
New Jersey
$200M +$406K +0.2% 7.78% 823 15.07%
1CM
5454
1492 Capital Management
Wisconsin
$200M +$23.3M +13% 21.9% 332% 113 26.55%
SCM
5455
Sitrin Capital Management
California
$200M +$12M +6% 5.88% 128% 44 6.82%
FWM
5456
Fortress Wealth Management
California
$200M +$4.68M +2% 5.61% 52.1% 72 6.94%
CWA
5457
Choice Wealth Advisors
Maine
$200M +$11.6M +6% 5.65% 52.3% 31 9.68%
PWG
5458
Private Wealth Group
Florida
$200M +$9.65M +5% 6.42% 48.2% 67 17.91%
MAG
5459
Members Advisory Group
New York
$200M +$16.8M +9% 5.7% 70.6% 36 19.44%
MCA
5460
Magnolia Capital Advisors
Mississippi
$200M +$21.3M +12% 6.73% 78.7% 153 29.41%
BM
5461
Bridger Management
New York
$200M +$5.58M +3% 8.3% 103% 34 32.35%
LWM
5462
Lodestone Wealth Management
Washington
$200M +$10.1M +5% 5.75% 81.1% 157 12.1%
ORC
5463
O'Rourke & Company
Massachusetts
$200M +$22.2M +12% 8.48% 71.9% 152 9.21%
EL
5464
EQ LLC
Washington
$200M +$32.8M +20% 5.96% 72.9% 64 25%
SIAG
5465
Signet Investment Advisory Group
Rhode Island
$200M +$13.3M +7% 8.04% 59.6% 72 8.33%
TWA
5466
Trellis Wealth Advisors
California
$200M +$17.6M +10% 5.89% 57.2% 31 6.45%
GCA
5467
GSI Capital Advisors
California
$200M +$30.3M +18% 15.7% 39.7% 35 34.29%
PWIA
5468
Porter White Investment Advisors
Alabama
$200M +$13M +7% 6.67% 55.8% 33 3.03%
BCA
5469
Ballentine Capital Advisors
South Carolina
$199M +$11.3M +6% 5.95% 30 6.67%
JCM
5470
JS Capital Management
New York
$199M +$3.05M +2% 1.56% 52.4% 1 0%
PF
5471
Parker Financial
Washington
$199M +$15.8M +9% 5.8% 45% 43 20.93%
QCIG
5472
Quad-Cities Investment Group
Iowa
$199M +$18.5M +10% 6.43% 61% 189 9.52%
IFO
5473
Independent Family Office
New York
$199M +$23.9M +14% 7.69% 68.4% 76 15.79%
PHM
5474
Prospect Hill Management
New Jersey
$199M +$17M +9% 10.7% 85.1% 17 17.65%
TWM
5475
Trueblood Wealth Management
Ohio
$199M +$22M +12% 8.46% 236 9.75%