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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
AF
2201
Ally Financial
Michigan
$606M -$127M -17% 8.17% 8.82% 117 5.98%
EWM
2202
Endurance Wealth Management
Rhode Island
$605M -$52.9M -8% 4.93% 59% 656 6.86%
SFBLI
2203
Southern Farm Bureau Life Insurance
Mississippi
$605M -$71.3M -11% 6.66% 47.4% 31 45.16%
MP
2204
Makaira Partners
California
$604M +$161M +36% 8.85% 22% 10 10%
CWM
2205
Curi Wealth Management
North Carolina
$604M +$84.1M +16% 5.54% 16.2% 755 78.54%
QIM
2206
Quantitative Investment Management
Virginia
$602M -$54.3M -8% 7.13% 35.3% 340 61.18%
JEST
2207
JTC Employer Solutions Trustee
Jersey
$602M -$163M -21% 15.7% 83.5% 327 9.48%
GAM
2208
Griffin Asset Management
New York
$602M -$24.8M -4% 2.99% 80.7% 217 8.29%
CIC
2209
Cutler Investment Counsel
Oregon
$602M -$33.4M -5% 4.83% 56.2% 129 6.2%
PWMAG
2210
Pinnacle Wealth Management Advisory Group
New Jersey
$602M -$18.6M -3% 5.3% 64.3% 309 16.5%
GAM
2211
Gemmer Asset Management
California
$600M -$39.3M -6% 3.19% 90.5% 121 16.53%
WCM
2212
Wallace Capital Management
Texas
$600M -$63.8M -10% 6.39% 59% 73 10.96%
MCM
2213
Makena Capital Management
California
$600M -$12.9M -2% 1.3% 74.3% 50 22%
CCG
2214
Cypress Capital Group
Florida
$600M -$56.5M -9% 4.95% 83.9% 291 9.62%
GLLW
2215
Graves Light Lenhart Wealth
Virginia
$600M -$55.3M -8% 5.57% 45% 642 73.36%
MPMG
2216
Minneapolis Portfolio Management Group
Minnesota
$600M -$95.4M -14% 8.47% 140% 28 3.57%
FPCP
2217
Fort Point Capital Partners
California
$599M -$13.1M -2% 4.7% 53.4% 285 10.18%
SSWM
2218
Sheets Smith Wealth Management
North Carolina
$599M -$8.64M -1% 4.39% 75.8% 315 8.57%
P3I
2219
Progeny 3 Inc
Washington
$599M +$103M +21% 4.42% 93.2% 31 41.94%
MGCM
2220
Mane Global Capital Management
New York
$598M -$14.8M -2% 6.07% 313% 41 70.73%
GHC
2221
Graham Holdings Company
Virginia
$597M -$51.1M -8% 7.49% 96.9% 6 0%
SW
2222
SoFi Wealth
California
$597M +$45K +0% 5.48% 48% 11 0%
OCM
2223
Olstein Capital Management
New York
$597M -$70.7M -11% 8.29% 16.6% 104 3.85%
LWIC
2224
Leith Wheeler Investment Counsel
British Columbia, Canada
$596M -$161M -21% 5.48% 46.8% 54 1.85%
OMC
2225
Oasis Management Company
Cayman Islands
$595M +$27.1M +5% 5.32% 409% 153 23.53%