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
BCG
3101
Breakwater Capital Group
New Jersey
$502M +$5.94M +1% 298
CCWM
3102
Correct Capital Wealth Management
Missouri
$502M +$50.4M +11% 122
HCM
3103
Huber Capital Management
California
$502M +$4.54M +0.9% 106
WAM
3104
Winslow Asset Management
Ohio
$502M -$39M -7% 80
CF
3105
Convergence Financial
Missouri
$501M +$30.7M +7% 171
DWM
3106
Dorchester Wealth Management
Quebec, Canada
$501M -$46.9M -9% 169
PCMC
3107
Paragon Capital Management (Colorado)
Colorado
$501M -$8.99M -2% 210
RAA
3108
RWC Asset Advisors
Florida
$501M -$336M -40% 19
GCM
3109
Greenland Capital Management
New York
$501M -$53.3M -10% 429
PCMC
3110
Private Capital Management (Colorado)
Colorado
$501M -$52.1M -9% 290
AGC
3111
Angelo Gordon & Co
New York
$501M +$166M +50% 78
SA
3112
SoftVest Advisors
Texas
$500M +$97.9M +24% 7
OGC
3113
Oak Grove Capital
New Hampshire
$498M +$46.5M +10% 65
CWS
3114
Cypress Wealth Services
California
$498M +$14.3M +3% 309
SSA
3115
Sierra Summit Advisors
Nevada
$498M +$62.9M +14% 175
TFA
3116
Tobias Financial Advisors
Florida
$497M -$1.49M -0.3% 115
PFMOSF
3117
Philadelphia Financial Management of San Francisco
California
$497M +$29.8M +6% 65
VCM
3118
Virtue Capital Management
Tennessee
$497M -$2.81M -0.6% 299
NICM
3119
Neo Ivy Capital Management
New York
$496M +$188M +61% 427
GS
3120
Gagnon Securities
New York
$496M -$8.05M -2% 105
RA
3121
Resolute Advisors
California
$496M +$8.9M +2% 84
AIA
3122
Allied Investment Advisors
Montana
$496M -$8.66M -2% 80
SCM
3123
Shah Capital Management
North Carolina
$496M -$17.1M -3% 19
RIS
3124
Retirement Income Solutions
Michigan
$496M +$57.8M +13% 155
RAM
3125
Ramirez Asset Management
New York
$496M -$25.6M -5% 399