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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
BRWM
1976
B. Riley Wealth Management
Tennessee
$856M +$80.9M +10% 4.28% 32.4% 504 37.9%
BBCM
1977
Broad Bay Capital Management
New York
$856M -$34.5M -4% 3.52% 338% 26 57.69%
MAM
1978
Mastrapasqua Asset Management
Tennessee
$855M +$95.2M +13% 4.79% 54.9% 156 17.31%
PWP
1979
Principle Wealth Partners
Connecticut
$855M +$96.2M +13% 7.65% 79.9% 292 8.9%
GACM
1980
Global Alpha Capital Management
Quebec, Canada
$855M +$39.3M +5% 16.3% 80.4% 35 2.86%
PNAA
1981
Pictet North America Advisors
Switzerland
$855M +$66M +8% 2.47% 65.9% 130 11.54%
FFN
1982
Focus Financial Network
Minnesota
$855M -$274M -24% 3.97% 95.5% 571 56.04%
CC
1983
Cipher Capital
New York
$854M +$24.8M +3% 9.01% 718 69.64%
GRP
1984
Global Retirement Partners
California
$854M +$56.1M +7% 4.96% 1,961 17.34%
CGA
1985
Crescent Grove Advisors
Illinois
$853M +$88.2M +12% 3.74% 61.1% 217 18.89%
EWM
1986
Executive Wealth Management
Michigan
$852M +$38.4M +5% 3.25% 18.4% 200 18.5%
EWM
1987
Endurance Wealth Management
Rhode Island
$850M +$58.1M +7% 6.59% 59% 694 13.83%
AAM
1988
Autus Asset Management
Arizona
$849M +$73.6M +9% 2.13% 26.3% 169 11.83%
JIP
1989
Jaffetilchin Investment Partners
Florida
$849M +$144M +20% 4.34% 78.5% 383 33.68%
BWA
1990
BDO Wealth Advisors
Florida
$848M +$138M +19% 6.54% 38.3% 1,298 33.44%
ZA
1991
Zazove Associates
Nevada
$848M +$32.8M +4% 2.97% 11% 124 15.32%
MMEA
1992
Main Management ETF Advisors
California
$847M +$208M +32% 10.3% 97.2% 26 46.15%
CWM
1993
Cornerstone Wealth Management
Missouri
$846M +$49M +6% 4.54% 69.8% 488 20.9%
TF
1994
Trek Financial
Arizona
$844M +$70.5M +9% 5.22% 144% 274 49.27%
CCM
1995
Condor Capital Management
New Jersey
$842M +$52.1M +7% 5.99% 58.2% 285 36.14%
BWP
1996
Baldwin Wealth Partners
Massachusetts
$842M +$46.5M +6% 3.12% 85.9% 645 16.28%
FIB
1997
First Interstate Bancsystem
Montana
$841M 4.15% 104
VC
1998
Vicus Capital
Pennsylvania
$841M +$29.5M +4% 5.85% 59.6% 253 18.18%
SCA
1999
Summit Creek Advisors
Minnesota
$839M +$59.6M +8% 10.6% 68.8% 72 13.89%
AFM
2000
Anson Funds Management
Texas
$839M +$341M +69% 3.19% 2,010% 369 87.53%