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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
MSA
6026
McAlister Sweet & Associates
Texas
$116M +$25.3M +28% 7.88% 75.8% 40 35%
SP
6027
Successful Portfolios
Florida
$116M -$43.1M -27% 7.05% 101% 195 24.62%
SW
6028
Signify Wealth
Missouri
$116M +$2.78M +2% 4.37% 36.7% 32 28.13%
HM
6029
Harvest Management
New York
$116M -$16.5M -12% 14.4% 609% 75 70.67%
SC
6030
SkyKnight Capital
California
$116M -$3.43M -3% 2.79% 1.58% 3 0%
CP
6031
Clayton Partners
California
$116M +$13M +13% 5.65% 99% 38 21.05%
BPFA
6032
Barnes Pettey Financial Advisors
Mississippi
$116M +$11M +10% 11.8% 79.7% 105 6.67%
VF
6033
Vawter Financial
Ohio
$116M +$17M +17% 3.62% 48% 69 18.84%
BFG
6034
Buttonwood Financial Group
Missouri
$115M +$15.3M +15% 5.71% 73.1% 30 40%
SGWM
6035
Sterling Group Wealth Management
California
$115M +$9.51M +9% 5.93% 67.7% 52 3.85%
IFPL
6036
Investments & Financial Planning LLC
Kentucky
$115M +$6.5M +6% 6.15% 51.1% 37 8.11%
CWM
6037
Comprehensive Wealth Management
Washington
$115M -$5.96M -5% 0.76% 24% 39 30.77%
HWM
6038
Howard Wealth Management
Connecticut
$115M -$4.63M -4% 6.58% 60.3% 109 7.34%
AMAL
6039
Asset Management Advisors LLC
Oklahoma
$115M +$10.6M +10% 10.1% 124% 16 0%
MG
6040
Meditor Group
Bermuda
$115M -$10.4M -8% 0.97% 41.1% 4 0%
ACM
6041
Arlington Capital Management
Illinois
$115M +$8.76M +8% 0.09% 154% 111 37.84%
JFG
6042
JDM Financial Group
Texas
$115M +$6.57M +6% 6.55% 51.5% 222 8.11%
CIA
6043
Cladis Investment Advisory
Montana
$115M +$3.78M +3% 5.96% 97% 146 11.64%
RCM
6044
Regency Capital Management
Hawaii
$115M +$32.4M +39% 6.97% 82.1% 48 45.83%
MSCM
6045
Marlin Sams Capital Management
New York
$115M -$2.28M -2% 1.94% 53.1% 1 0%
GITFIT
6046
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$115M +$17.8M +18% 13.9% 105% 134 5.22%
KC
6047
Kenfarb & Co
Kentucky
$115M +$2.82M +3% 5.87% 216 2.31%
PCM
6048
Perkins Capital Management
Minnesota
$115M +$8.7M +8% 21.8% 303% 101 7.92%
NA
6049
NVP Associates
California
$115M +$27.7M +32% 43.4% 867% 10 30%
ECM
6050
Endurant Capital Management
California
$115M -$80.1M -41% 7.56% 18.4% 65 70.77%