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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
WWMSC
5526
Wagner Wealth Management (South Carolina)
South Carolina
$143M +$12.3M +9% 3.27% 36.9% 710 71.83%
BI
5527
Bregal Investments
New York
$143M -$27M -16% 15.9% 1 0%
BNAGPJ
5528
Bregal North America General Partner Jersey
Jersey
$143M -$27M -16% 15.9% 71.3% 1 0%
BSI
5529
Bregal Sagemount I
Jersey
$143M -$27M -16% 15.9% 71.3% 1 0%
PC
5530
Prairiewood Capital
North Dakota
$143M +$16.5M +13% 2.35% 34.8% 76 25%
GPA
5531
Garrison Point Advisors
California
$143M -$7.8M -5% 3.99% 69.7% 154 3.9%
SWM
5532
Soundmark Wealth Management
Washington
$143M -$3.5M -2% 4.28% 17.2% 62 9.68%
FAM
5533
Frontier Asset Management
Wyoming
$143M +$6.9M +5% 4.94% 41% 39 15.38%
RWRC
5534
R.W. Roge & Company
New York
$143M +$12.8M +10% 5.13% 57.7% 43 4.65%
SMP
5535
Santa Monica Partners
Florida
$143M -$14.4M -9% 4.72% 123% 22 4.55%
ADIM
5536
Alpha DNA Investment Management
Maryland
$142M -$16M -10% 2.32% 134% 171 74.27%
PD
5537
Planning Directions
Pennsylvania
$142M -$7.81M -5% 3.85% 36.4% 79 6.33%
SC
5538
SkyKnight Capital
California
$142M -$67.4M -32% 32.2% 1.58% 4 25%
DS
5539
Dalal Street
Texas
$142M -$74.3M -34% 16.4% 155% 2 0%
PLU
5540
Performa Ltd (US)
South Carolina
$142M -$20.7M -13% 5.35% 46.2% 75 32%
TWM
5541
Trinity Wealth Management
Pennsylvania
$142M -$3.1M -2% 4.46% 53.5% 43 23.26%
AFS
5542
AFG Fiduciary Services
Massachusetts
$142M -$151K -0.1% 4.41% 61.9% 97 31.96%
DI
5543
Dalton Investments
Nevada
$142M -$10.9M -7% 3.66% 94.7% 23 17.39%
SIM
5544
Sterling Investment Management
Arizona
$142M -$18.4M -11% 0.47% 44.1% 73 6.85%
NPP
5545
New Potomac Partners
Maryland
$142M -$12.3M -8% 3.99% 37.2% 63 9.52%
CAM
5546
Crown Advisors Management
California
$142M -$13.4M -9% 7.9% 216% 49 28.57%
CPP
5547
Capasso Planning Partners
South Carolina
$142M +$4.8M +4% 4.55% 44.1% 97 21.65%
NIMC
5548
Nierenberg Investment Management Company
Washington
$141M +$19.9M +16% 16.6% 167% 46 28.26%
CA
5549
CV Advisors
Florida
$141M -$33.6M -19% 5.97% 98.9% 34 20.59%
NFG
5550
Northeast Financial Group
Pennsylvania
$141M -$29.7M -17% 4.54% 31.6% 50 24%