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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
FWM
2326
Focused Wealth Management
New York
$1.15B +$186M +19% 16.9% 73.9% 300 35.33%
TWM
2327
Tanager Wealth Management
United Kingdom
$1.15B +$115M +11% 10.7% 48.1% 171 22.81%
1CP
2328
1607 Capital Partners
Virginia
$1.15B -$239M -17% 8.69% 28.5% 149 12.08%
MGWM
2329
Marks Group Wealth Management
Minnesota
$1.15B +$111M +11% 13.9% 62.8% 372 15.32%
HIC
2330
Hartline Investment Corp
Illinois
$1.15B +$239M +26% 39.2% 201% 119 9.24%
DWS
2331
Discipline Wealth Solutions
South Carolina
$1.15B +$196M +21% 11.6% 212 16.51%
GG
2332
Gleason Group
Kentucky
$1.15B +$136M +13% 13.6% 64% 471 56.05%
LMGAM
2333
Liberty Mutual Group Asset Management
Massachusetts
$1.15B -$104M -8% 1.27% 47.9% 41 36.59%
WM
2334
WS Management
Florida
$1.14B +$11.6M +1% 69.5% 309% 62 33.87%
SIM
2335
Symetra Investment Management
Connecticut
$1.14B -$10.3M -0.9% 5.25% 37.3% 6 0%
CAM
2336
Carret Asset Management
New York
$1.14B +$122M +12% 16.6% 94.4% 319 11.29%
VCP
2337
Vista Capital Partners
Oregon
$1.14B +$149M +15% 14.6% 61.2% 175 13.71%
MIG
2338
McGuire Investment Group
Rhode Island
$1.14B +$256M +29% 43.7% 184% 140 15.71%
SC
2339
Shellback Capital
Massachusetts
$1.14B +$439M +62% 23.2% 198% 117 56.41%
PCA
2340
Private Capital Advisors
Connecticut
$1.14B +$269M +31% 22% 138% 84 22.62%
PC
2341
Periscope Capital
Ontario, Canada
$1.14B +$238M +26% 3.51% 28.8% 547 33.64%
RIM
2342
RW Investment Management
Idaho
$1.14B +$106M +10% 11.9% 119 8.4%
HGIM
2343
High Ground Investment Management
United Kingdom
$1.14B +$600M +111% 27.5% 25.9% 7 28.57%
YL
2344
YCG LLC
Texas
$1.14B +$31.5M +3% 2.59% 27% 45 15.56%
PCMF
2345
Private Capital Management (Florida)
Florida
$1.14B +$132M +13% 21.6% 118% 214 14.95%
COI
2346
Connable Office Inc
Michigan
$1.14B +$119M +12% 13.8% 68.3% 240 10.42%
VFA
2347
Voya Financial Advisors
Connecticut
$1.14B +$133M +13% 9.33% 44.8% 225 14.67%
PHS
2348
Pekin Hardy Strauss
Illinois
$1.14B +$178M +19% 3.37% 102% 542 17.53%
GFP
2349
Gryphon Financial Partners
Ohio
$1.13B +$159M +16% 16.7% 93.7% 408 17.4%
TCM
2350
Telos Capital Management
California
$1.13B +$90.8M +9% 14.6% 71.1% 206 9.71%