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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
BCM
6051
BluePointe Capital Management
California
$146M +$13.9M +11% 9.75% 90 6.67%
WAM
6052
Waterfall Asset Management
New York
$146M -$31.1M -18% 2.86% 5 0%
CGH
6053
CMG Global Holdings
Texas
$146M +$7.8M +6% 8.26% 64.7% 93 4.3%
KFP
6054
Keener Financial Planning
Texas
$145M +$16.1M +12% 7.04% 216 28.24%
HFA
6055
Harbert Fund Advisors
Alabama
$145M -$580K -0.4% 9.84% 70.8% 99 47.47%
PSC
6056
Piper Sandler & Co
Minnesota
$145M +$12.8M +10% 1.06% 0.09% 24 20.83%
GITFIT
6057
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$145M +$24.9M +21% 10% 105% 122 4.1%
MFG
6058
Mainsail Financial Group
Washington
$145M +$16.1M +12% 6.77% 57.2% 53 3.77%
UWM
6059
Udine Wealth Management
Florida
$145M +$19.4M +15% 7.07% 127% 30 43.33%
FCM
6060
Fairbanks Capital Management
California
$145M +$4.95M +4% 10.4% 69.4% 56 8.93%
ASI
6061
Advisory Services & Investments
Oregon
$145M +$9.38M +7% 6.57% 19.9% 37 13.51%
PFG
6062
Pacific Financial Group
Washington
$145M +$10.7M +8% 7.43% 48.4% 60 10%
BA
6063
Ballew Advisors
Mississippi
$145M +$11.8M +9% 6.4% 62.3% 104 8.65%
LVIA
6064
Lind Value II ApS
Denmark
$145M 5.47% 2
AWS
6065
Aspen Wealth Strategies
Colorado
$145M +$7.26M +5% 8.22% 57% 82 12.2%
CAM
6066
Clarity Asset Management
Iowa
$145M +$18.3M +14% 6.09% 206 9.71%
MWVC
6067
Morgens Waterfall Vintiadis & Co
New York
$145M +$10.1M +8% 32.1% 484% 50 60%
FA
6068
FF Advisors
California
$145M +$24.6M +20% 5.18% 87 8.05%
YC
6069
Yunqi Capital
Hong Kong
$145M +$2.12M +1% 13% 10.8% 8 37.5%
SMP
6070
Santa Monica Partners
Florida
$145M +$9.44M +7% 7.98% 123% 16 0%
NI
6071
NCP Inc
California
$145M 27.2% 136
AM
6072
Ampfield Management
New York
$145M -$8.7M -6% 0.16% 52.5% 5 0%
AFM
6073
Armstrong Fleming & Moore
District of Columbia
$144M +$11.8M +9% 15.4% 114% 96 10.42%
FAG
6074
Financial Architects (Georgia)
Georgia
$144M +$17.5M +14% 4.07% 23 17.39%
TWM
6075
Triton Wealth Management
Arizona
$144M -$7.9M -5% 8.24% 84 20.24%