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
SPG
2901
Strategic Planning Group
Utah
$616M +$105M +21% 83
MCP
2902
Mirador Capital Partners
California
$615M +$44.8M +8% 213
FWA
2903
FSM Wealth Advisors
Ohio
$615M +$170M +38% 294
WLIM
2904
White Lighthouse Investment Management
Massachusetts
$615M +$54.8M +10% 141
CCM
2905
Cohen Capital Management
California
$614M +$30.6M +5% 157
SGA
2906
Strategic Global Advisors
California
$614M +$109M +22% 148
SAM
2907
Summit Asset Management
Tennessee
$614M +$36.1M +6% 174
BCG
2908
Breakwater Capital Group
New Jersey
$614M +$52.3M +9% 355
JJBC
2909
James J. Burns & Company
New York
$613M +$54.8M +10% 160
AMCI
2910
Al Mehwar Commercial Investments
United Arab Emirates
$613M +$16M +3% 1
MSWMA
2911
Market Street Wealth Management Advisors
Indiana
$613M +$24.3M +4% 103
VNA
2912
Valley National Advisers
Pennsylvania
$613M +$58.3M +11% 869
BL
2913
BWCP LP
Texas
$612M +$119M +24% 35
AAP
2914
Ardsley Advisory Partners
Connecticut
$612M +$180M +42% 176
PCP
2915
Polunin Capital Partners
United Kingdom
$612M +$117M +24% 27
GHAM
2916
Gilman Hill Asset Management
Connecticut
$612M +$36.2M +6% 239
CBT
2917
Central Bank & Trust
Kentucky
$612M +$13M +2% 187
HA
2918
Harbor Advisors
Florida
$611M +$35.1M +6% 201
LAM
2919
L2 Asset Management
Massachusetts
$611M +$124M +26% 365
AFA
2920
Arlington Financial Advisors
California
$611M +$41.9M +7% 112
PCM
2921
Polymer Capital Management
New York
$611M +$280M +85% 757
NCL
2922
Nishkama Capital LLC
Puerto Rico
$610M +$372M +156% 78
FFM
2923
FengHe Fund Management
Singapore
$610M +$344M +129% 37
CIG
2924
Capricorn Investment Group
California
$610M +$147M +32% 7
AFAS
2925
Acorn Financial Advisory Services
Virginia
$610M +$56.8M +10% 206