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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
5876
Presidio Capital Management
California
$187M +$30.3M +19% 0.36% 56.1% 74 10.81%
CWMGP
5877
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$187M +$18M +11% 2.7% 75.9% 79 17.72%
SPT
5878
Siemens Pension Trust
Germany
$187M -$80.3M -30% 30.1% 25.4% 1 0%
NPI
5879
New Perspectives Inc
Mississippi
$187M -$1.18M -0.6% 0.12% 37 5.41%
PCMK
5880
Paragon Capital Management (Kansas)
Kansas
$187M -$6.7M -3% 2.45% 87.5% 61 14.75%
SCM
5881
Semanteon Capital Management
Massachusetts
$186M +$39.5M +27% 2.61% 339 74.34%
MSFP
5882
Mark Sheptoff Financial Planning
Connecticut
$186M -$1.81M -1% 6.68% 92.4% 453 10.38%
CIS
5883
Custom Index Systems
New York
$186M +$1.65M +0.9% 1.81% 280 26.07%
EBWM
5884
Eagle Bluffs Wealth Management
Missouri
$186M +$570K +0.3% 0.99% 95.3% 76 6.58%
MWA
5885
Motive Wealth Advisors
Michigan
$186M +$19.7M +12% 0.48% 66% 76 15.79%
BM
5886
Bridger Management
New York
$186M -$13.8M -7% 1.12% 103% 33 27.27%
BCM
5887
BluePath Capital Management
Georgia
$186M +$24.1M +15% 2.85% 101% 111 17.12%
PCS
5888
Private Client Services
Kentucky
$186M +$109K +0.1% 0.52% 197 19.8%
SIP
5889
Sellwood Investment Partners
Oregon
$186M 1.81% 55
WI
5890
Wafra Inc
New York
$186M -$52.7M -22% 21.4% 45.9% 2 0%
SPA
5891
Shore Point Advisors
New Jersey
$186M -$794K -0.4% 2.73% 51.4% 65 4.62%
UOMF
5892
University of Massachusetts Foundation
Massachusetts
$186M -$47.2M -20% 1.64% 53.6% 4 0%
CW
5893
Curio Wealth
Maryland
$186M 1.89% 304
RCAP
5894
Resolute Capital Asset Partners
Colorado
$186M -$6.25M -3% 10.8% 657% 48 62.5%
CWA
5895
Carolina Wealth Advisors
South Carolina
$186M -$10.7M -5% 0.44% 57.5% 362 23.76%
ACA
5896
Acorn Capital Advisors
New York
$186M 4.13% 21
BDL
5897
Banque de Luxembourg
Luxembourg
$186M 1.38% 82
AA
5898
ACT Advisors
North Carolina
$186M -$26.1M -12% 1.25% 69.8% 65 30.77%
APW
5899
Aventura Private Wealth
Florida
$186M 3.94% 757
BDCM
5900
Black Diamond Capital Management
Connecticut
$186M +$16.9M +10% 6.18% 28.3% 15 26.67%