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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 Avg Time
Held (Qtrs)
CRIG
7151
Charter Research & Investment Group
Connecticut
$165M +$14.6M +10% 13.2% 82.3% 93 8.6% 28.7
ASC
7152
Ares Systematic Credit
$165M +$38.1M +30% 12.4% – 255 48.63% 0.7
HA
7153
HC Advisors
Georgia
$165M +$15.3M +10% 9.48% 63.5% 63 6.35% 14.7
VEM
7154
Vann Equity Management
Texas
$165M +$24.3M +17% 29% – 188 26.6% 0.8
GPWA
7155
Gaddis Premier Wealth Advisors
Oklahoma
$165M +$29M +21% 14.7% – 106 26.42% 1.5
AF
7156
Atala Financial
California
$165M +$15.6M +10% 13.9% – 126 11.11% 5
FVM
7157
Forerunner Ventures Management
California
$164M -$4.68M -3% 9.34% – 1 0% 2
MPIM
7158
McGinn Penninger Investment Management
Virginia
$164M +$11.5M +8% 7.2% 51.9% 39 15.38% 12.6
CA
7159
Cannon Advisors
North Carolina
$164M +$29.5M +22% 15.5% – 120 50% 3.6
JWM
7160
JDH Wealth Management
California
$164M +$16M +11% 13.1% – 62 14.52% 4.6
HWM
7161
Hemming & Wealth Management
Michigan
$164M +$21M +15% 19.7% – 17 17.65% 1.8
WCM
7162
Winebrenner Capital Management
Kentucky
$164M +$8.52M +5% 5.89% – 158 15.19% 4.5
VCIM
7163
Velan Capital Investment Management
Georgia
$164M +$4.56M +3% 19.9% 2,395% 56 21.43% 4
PSIWM
7164
Paradigm Strategies in Wealth Management
Minnesota
$164M +$16.7M +11% 10.2% 37.9% 65 21.54% 11
IFA
7165
Interactive Financial Advisors
Illinois
$164M +$11.2M +7% 11% 47.6% 79 7.59% 29.8
SC
7166
Simcoe Capital
Washington
$164M +$55M +50% 28.1% – 38 23.68% 1.4
FLFS
7167
Family Legacy Financial Solutions
North Carolina
$164M +$40.3M +33% 51.6% – 67 37.31% 2.5
SCA
7168
Sippican Capital Advisors
Massachusetts
$164M +$17.8M +12% 12.9% 90.1% 114 8.77% 24.9
BCP
7169
Breakout Capital Partners
New York
$164M -$10M -6% 1.38% – 10 40% 4.9
CAM
7170
Campion Asset Management
Virginia
$164M +$16.4M +11% 11.9% 70.2% 85 5.88% 17.4
PCMNC
7171
Piedmont Capital Management (North Carolina)
North Carolina
$164M +$13.9M +9% 18.5% – 134 19.4% 1.7
SAFS
7172
S&A Financial Services
Kansas
$164M +$18.2M +13% 11.5% – 93 11.83% 0.9
MCWA
7173
Meadow Creek Wealth Advisors
Georgia
$164M +$9.26M +6% 15% – 153 20.92% 13.7
BFM
7174
Broadview Financial Management
Wisconsin
$164M +$17.3M +12% 12.5% 52.4% 43 6.98% 25.5
AWM
7175
Apex Wealth Management
New Hampshire
$164M +$18M +12% 13.9% – 64 12.5% 3.9