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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
HIA
2251
Harbor Investment Advisory
Maryland
$607M -$16.9M -3% 4.12% 90.8% 1,432 7.61%
CCM
2252
CloudAlpha Capital Management
Hong Kong
$607M -$167M -22% 4.97% 2,704% 29 72.41%
MSFS
2253
Main Street Financial Solutions
Pennsylvania
$607M -$167M -22% 4.49% 75.4% 482 18.05%
ST
2254
Sentinel Trust
Texas
$607M -$42.3M -7% 5.03% 79.2% 128 18.75%
CWM
2255
Circle Wealth Management
New Jersey
$606M -$22.4M -4% 4.46% 71.8% 166 4.82%
AF
2256
Ally Financial
Michigan
$606M -$127M -17% 8.17% 9.35% 117 5.98%
EWM
2257
Endurance Wealth Management
Rhode Island
$605M -$52.9M -8% 4.93% 59% 656 6.86%
SFBLI
2258
Southern Farm Bureau Life Insurance
Mississippi
$605M -$71.3M -11% 6.66% 47.4% 31 45.16%
MP
2259
Makaira Partners
California
$604M +$161M +36% 8.85% 22% 10 10%
CWM
2260
Curi Wealth Management
North Carolina
$604M +$84.1M +16% 5.54% 16.2% 755 78.54%
QIM
2261
Quantitative Investment Management
Virginia
$602M -$54.3M -8% 7.13% 24.6% 340 61.18%
JEST
2262
JTC Employer Solutions Trustee
Jersey
$602M -$163M -21% 15.7% 88.7% 327 9.48%
GAM
2263
Griffin Asset Management
New York
$602M -$24.8M -4% 2.99% 80.7% 217 8.29%
CIC
2264
Cutler Investment Counsel
Oregon
$602M -$33.4M -5% 4.83% 56.2% 129 6.2%
PWMAG
2265
Pinnacle Wealth Management Advisory Group
New Jersey
$602M -$18.6M -3% 5.3% 80.5% 309 16.5%
GAM
2266
Gemmer Asset Management
California
$600M -$39.3M -6% 3.19% 90.5% 121 16.53%
SGA
2267
Strategic Global Advisors
California
$600M -$55.9M -9% 5.02% 137% 154 14.29%
WCM
2268
Wallace Capital Management
Texas
$600M -$63.8M -10% 6.39% 62.3% 73 10.96%
MCM
2269
Makena Capital Management
California
$600M -$12.9M -2% 1.3% 78.7% 50 22%
CCG
2270
Cypress Capital Group
Florida
$600M -$56.5M -9% 4.95% 97.8% 291 9.62%
GLLW
2271
Graves Light Lenhart Wealth
Virginia
$600M -$55.3M -8% 5.57% 45% 642 73.36%
MPMG
2272
Minneapolis Portfolio Management Group
Minnesota
$600M -$95.4M -14% 8.47% 140% 28 3.57%
FPCP
2273
Fort Point Capital Partners
California
$599M -$13.1M -2% 4.7% 62.2% 285 10.18%
SSWM
2274
Sheets Smith Wealth Management
North Carolina
$599M -$8.64M -1% 4.39% 75.8% 315 8.57%
P3I
2275
Progeny 3 Inc
Washington
$599M +$103M +21% 4.42% 96.8% 31 41.94%