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
SG
2801
Strid Group
Pennsylvania
$292M +$18.9M +7% 26
BRCA
2802
Birch Run Capital Advisors
Texas
$292M -$22.4M -7% 20
BIA
2803
Barry Investment Advisors
Massachusetts
$292M -$27.6M -9% 77
RCM
2804
Rockshelter Capital Management
Pennsylvania
$292M +$3.04M +1% 39
JCI
2805
Jet Capital Investors
New York
$291M +$14.4M +5% 27
FAM
2806
Formidable Asset Management
Ohio
$291M +$38.2M +15% 369
HAIM
2807
Hunter Associates Investment Management
Pennsylvania
$291M +$5.07M +2% 174
LWS
2808
Lucia Wealth Services
California
$291M -$1.14M -0.4% 200
FCM
2809
Ferox Capital Management
United Kingdom
$290M +$156M +116% 51
WIP
2810
Wellesley Investment Partners
Massachusetts
$290M -$1.25M -0.4% 127
CL
2811
CIM LLC
New York
$290M +$18M +7% 121
GCA
2812
Gideon Capital Advisors
New York
$290M +$10.1M +4% 500
HC
2813
Hamilton Capital
Ohio
$290M +$67.4M +30% 55
CHP
2814
Cable Hill Partners
Oregon
$289M -$12.3M -4% 838
SIS
2815
Sound Income Strategies
Florida
$289M +$69.9M +32% 818
GIPM
2816
G2 Investment Partners Management
New York
$289M -$7.56M -3% 78
RCA
2817
Rowland Carmichael Advisors
Arizona
$289M +$16.7M +6% 353
ODCM
2818
Old Dominion Capital Management
Virginia
$289M -$3.9M -1% 145
AAMA
2819
Advanced Asset Management Advisors
Ohio
$289M +$8.46M +3% 107
CM
2820
Caption Management
Oklahoma
$289M +$5.39M +2% 554
RP
2821
Rowlandmiller & Partners
Georgia
$288M +$8.99M +3% 137
C
2822
Cliffwater
California
$288M -$50.6M -15% 20
LPWM
2823
Lake Point Wealth Management
Texas
$288M $0 0% 774
HFS
2824
Haverford Financial Services
Pennsylvania
$288M +$9.11M +3% 69
WA
2825
WealthTrust Axiom
Pennsylvania
$288M +$6.7M +2% 247