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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
PCP
5876
P2 Capital Partners
New York
$246M +$35.6M +17% 16% 7.96% 12 16.67%
BMC
5877
Beaton Management Company
Massachusetts
$245M +$20.9M +9% 16.1% 95.9% 159 9.43%
SFB
5878
STAR Financial Bank
Indiana
$245M +$33.5M +16% 9.82% 53.4% 116 16.38%
AWM
5879
Avondale Wealth Management
Texas
$245M +$41.8M +21% 15.4% 78.6% 74 14.86%
WI
5880
Westbourne Investments
Virginia
$245M +$34.9M +17% 31.2% 169 28.4%
IGYL
5881
I.G.Y. Ltd
United Kingdom
$245M +$9.91M +4% 5.02% 81.2% 3 0%
GBI
5882
GP Brinson Investments
Illinois
$245M +$24.6M +11% 10.9% 45.5% 14 0%
EFSCE
5883
Enterprise Financial Services Corp (EFSC)
Missouri
$245M +$47.6M +24% 25.6% 100% 197 21.83%
WAM
5884
Westport Asset Management
Connecticut
$245M +$18.4M +8% 9.75% 63.9% 80 2.5%
SAG
5885
Sentinel Advisory Group
Wisconsin
$245M +$39.7M +19% 12.9% 61 14.75%
AG
5886
AmeriFlex Group
Nevada
$245M +$47.1M +24% 20.7% 1,624 34.85%
FAM
5887
Forte Asset Management
New York
$245M +$16.8M +7% 10.2% 48.8% 79 6.33%
CMBA
5888
C.M. Bidwell & Associates
Hawaii
$245M +$30.5M +14% 13.6% 70.6% 554 23.65%
SIA
5889
Spectrum Investment Advisors
Wisconsin
$245M +$43.3M +22% 10.5% 77 41.56%
PSAMP
5890
P. Schoenfeld Asset Management (PSAM)
New York
$244M +$60.4M +33% 24.3% 367% 46 50%
RCM
5891
Ravenstone Capital Management
$244M +$44.2M +22% 15.2% 63% 68 38.24%
HWM
5892
HRC Wealth Management
Idaho
$244M +$32.8M +15% 15.5% 66 12.12%
AM
5893
Aspect Management
California
$244M +$20.9M +9% 9.34% 1 0%
IWP
5894
Innova Wealth Partners
Pennsylvania
$244M +$33.1M +16% 10% 68% 193 20.73%
PW
5895
Potentia Wealth
California
$244M -$14.8M -6% 14% 97 46.39%
DA
5896
Dover Advisors
Virginia
$244M +$2.51M +1% 10.1% 65% 167 13.17%
DIGDR
5897
Dynamo Internacional Gestao de Recursos
Brazil
$244M -$47.4M -16% 4.96% 34.1% 7 42.86%
8AFIM
5898
8VC AI Fund I MM
Texas
$244M 6.16% 1
TFM
5899
Trademark Financial Management
Minnesota
$244M +$40M +20% 13.1% 116 19.83%
LFPWM
5900
Leicht Financial Planning & Wealth Management
New Jersey
$244M +$23.6M +11% 10.5% 46.3% 17 17.65%