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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
WC
2401
Whitney & Co
New York
$550M -$100M -15% 14.2% 93.2% 133 9.02%
CA
2402
Continuum Advisory
Idaho
$550M +$23.1M +4% 11.9% 59.2% 424 16.75%
ZIG
2403
Zuckerman Investment Group
Illinois
$550M -$70.4M -11% 14.1% 115% 121 11.57%
FWM
2404
Focused Wealth Management
New York
$550M -$81.8M -13% 13.3% 57.9% 1,137 16.09%
LF
2405
Lannebo Fonder
Sweden
$549M -$174M -24% 18.5% 49.8% 35 2.86%
IC
2406
Ikarian Capital
Texas
$548M -$212M -28% 1.2% 5,763% 232 55.17%
KOC
2407
Koss-Olinger Consulting
Florida
$548M -$73.1M -12% 9.97% 50.9% 215 18.14%
TA
2408
Tectonic Advisors
Texas
$548M -$33.6M -6% 11.6% 43.4% 228 10.53%
SPC
2409
Stewart & Patten Company
California
$548M -$74.9M -12% 11.4% 27.5% 93 15.05%
GWANC
2410
Guardian Wealth Advisors (North Carolina)
North Carolina
$548M +$316M +136% 11.2% 47.5% 385 43.12%
IPAM
2411
ICICI Prudential Asset Management
India
$547M -$197M -26% 14.8% 36.9% 161 9.94%
NEPWA
2412
New England Private Wealth Advisors
Massachusetts
$547M -$380K -0.1% 13.1% 40.3% 105 0.95%
SGCA
2413
Steel Grove Capital Advisors
Tennessee
$547M -$91M -14% 15.2% 93% 159 13.21%
ANRF
2414
Adams Natural Resources Fund
Maryland
$546M -$47.3M -8% 7.21% 43% 58 6.9%
CWM
2415
C2C Wealth Management
Arizona
$546M -$41.8M -7% 12.8% 63.2% 212 15.09%
RC
2416
RBO & Co
California
$546M -$66.5M -11% 9.85% 29.1% 59 3.39%
LF
2417
Lee Financial
Texas
$545M -$13.7M -2% 12.7% 69.7% 1,046 30.11%
LGM
2418
Logos Global Management
California
$545M -$226M -29% 12% 1,594% 51 45.1%
EP
2419
Eudaimonia Partners
Tennessee
$545M -$43.2M -7% 11.7% 453 24.28%
CCM
2420
Contrarian Capital Management
Connecticut
$545M -$200M -27% 21.7% 24.6% 40 50%
MFG
2421
Magnus Financial Group
New York
$544M -$54.6M -9% 14% 70.8% 312 17.95%
NFG
2422
Nadler Financial Group
Illinois
$543M -$95M -15% 15.5% 64.4% 125 20%
TFS
2423
Thoroughbred Financial Services
Tennessee
$543M -$68.9M -11% 15.5% 121% 403 18.61%
SP
2424
Solel Partners
Massachusetts
$543M +$80.1M +17% 12.7% 16.2% 33 30.3%
RWA
2425
River Wealth Advisors
Pennsylvania
$543M -$83.6M -13% 13.7% 67.7% 226 8.41%