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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
AC
7051
Avant Capital
Louisiana
$120M -$324K -0.3% 0.61% 68 7.35%
JAIC
7052
Josh Arnold Investment Consultant
Minnesota
$120M +$2.01M +2% 4.3% 272% 23 69.57%
BP
7053
Baypointe Partners
Connecticut
$120M 9.6% 19
SPAS
7054
Spectrum Planning & Advisory Services
California
$120M +$4.9M +4% 0.87% 71 23.94%
ADBIC
7055
A.D. Beadell Investment Counsel
Wisconsin
$120M -$3.26M -3% 1.78% 74.9% 93 13.98%
BCA
7056
Bay Capital Advisors
Virginia
$120M -$4.25M -3% 3.15% 116 8.62%
GL
7057
Gerber LLC
Ohio
$120M -$17.3M -13% 3.5% 101 19.8%
PCGDR
7058
Pangea Capital Gestao de Recursos
$120M -$10.2M -8% 13.3% 54.4% 6 33.33%
TWCA
7059
Two West Capital Advisors
Kansas
$120M +$3.04M +3% 0.55% 82 15.85%
GCWM
7060
Guided Capital Wealth Management
Texas
$120M +$10.6M +10% 4.26% 38 28.95%
AIS
7061
Accredited Investor Services
Minnesota
$120M -$5.3M -4% 2.84% 98 70.41%
ASG
7062
Ariston Services Group
California
$120M +$4.27M +4% 2.91% 71 5.63%
BC
7063
Barnett & Company
Tennessee
$120M -$33.1M -22% 0.11% 65.9% 89 21.35%
UIA
7064
Ulland Investment Advisors
Minnesota
$120M -$37.2M -24% 5.69% 154% 230 10%
CFG
7065
CNO Financial Group
Indiana
$120M 0.98% 9
DWM
7066
David Wealth Management
Virginia
$120M -$1.53M -1% 1.48% 50 6%
MMRF
7067
Michelson Medical Research Foundation
California
$120M +$190K +0.2% 1.55% 52.2% 30 23.33%
RSWA
7068
Robinson Smith Wealth Advisors
Maine
$119M +$1.52M +1% 1.52% 88 12.5%
AIA
7069
Accelerate Investment Advisors
California
$119M +$6.05M +5% 0.72% 124 26.61%
EI
7070
EDMP Inc
Florida
$119M +$14.1M +13% 6.05% 71.6% 73 13.7%
CIM
7071
Courant Investment Management
Tennessee
$119M +$1.21M +1% 4.54% 33.5% 8 0%
OS
7072
Objectivity Squared
South Carolina
$119M -$24.5M -17% 2.28% 51 17.65%
AFR
7073
Applied Fundamental Research
Massachusetts
$119M -$8.54M -7% 2.68% 44.6% 13 15.38%
PAP
7074
Persistent Asset Partners
Hong Kong
$119M -$1.36M -1% 2.11% 221 57.01%
TCM
7075
TAM Capital Management
Connecticut
$119M -$157M -57% 10.8% 4.15% 9 77.78%