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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
PCP
2401
Proficio Capital Partners
Massachusetts
$543M +$8.29M +2% 4.92% 97% 291 18.56%
AWA
2402
Aaron Wealth Advisors
Illinois
$542M +$144M +36% 6.27% 96.4% 245 31.84%
TA
2403
Tectonic Advisors
Texas
$542M -$5.47M -1% 6.39% 43.4% 220 7.27%
RA
2404
RR Advisors
Texas
$541M +$28.3M +6% 7.06% 115% 20 0%
PWPS
2405
Pinnacle Wealth Planning Services
Ohio
$541M -$15.6M -3% 2.88% 82.1% 460 19.57%
UA
2406
Unison Advisors
District of Columbia
$540M +$152M +39% 6.83% 54.6% 195 13.85%
SCM
2407
Sirios Capital Management
Massachusetts
$540M -$14M -3% 2.83% 177% 64 25%
CIPU
2408
Caledonia Investments plc (UK)
United Kingdom
$540M -$51.4M -9% 9.19% 48.7% 13 0%
CCMD
2409
Cypress Capital Management (Delaware)
Delaware
$539M -$133M -20% 5.59% 25.6% 210 15.71%
SCM
2410
Sahana Capital Management
Connecticut
$538M -$47.7M -8% 12.6% 0.48% 7 0%
IWS
2411
Insight Wealth Strategies
California
$538M $0 0% 5.07% 79.5% 142 0%
LC
2412
Linse Capital
Puerto Rico
$538M -$72.2M -12% 8.91% 2 0%
PRC
2413
Pearl River Capital
Michigan
$538M +$113M +26% 2.93% 20.3% 590 52.2%
ECM
2414
Estabrook Capital Management
New York
$538M -$45.6M -8% 5.74% 87.2% 446 9.42%
SC
2415
Sierra Capital
Florida
$538M -$15M -3% 2.58% 32.4% 757 13.61%
SCM
2416
Somerset Capital Management
United Kingdom
$537M +$51.8M +11% 1.47% 7.5% 11 9.09%
GWANC
2417
Guardian Wealth Advisors (North Carolina)
North Carolina
$537M -$11M -2% 3.86% 58.9% 379 14.25%
NPPM
2418
North Point Portfolio Managers
Ohio
$536M -$34.8M -6% 2.58% 67.2% 77 12.99%
AA
2419
Ancient Art
Texas
$536M -$114M -18% 4.34% 168% 24 25%
PIM
2420
Penobscot Investment Management
Massachusetts
$536M -$43M -7% 5.18% 103% 229 6.99%
CFG
2421
CKW Financial Group
Hawaii
$535M -$53.9M -9% 6.83% 62.4% 220 5.91%
LF
2422
Lee Financial
Texas
$535M -$10.4M -2% 4.85% 69.7% 1,072 19.59%
BC
2423
BIT Capital
Germany
$534M -$202M -27% 0.21% 1,162% 180 58.89%
LJAC
2424
L.J. Altfest & Co
New York
$533M -$23.3M -4% 6.12% 90.3% 286 20.63%
ZIG
2425
Zuckerman Investment Group
Illinois
$533M -$16.9M -3% 2.88% 111% 128 20.31%