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
ICM
3276
Irenic Capital Management
New York
$456M -$200M -30% 30
CPA
3277
Capital Performance Advisors
California
$456M +$143M +46% 285
HA
3278
Herold Advisors
New York
$455M -$3.53M -0.8% 291
CCT
3279
Chemung Canal Trust
New York
$455M -$24.6M -5% 126
BSWM
3280
Boston Standard Wealth Management
Massachusetts
$455M -$59.7M -12% 49
GS
3281
Gagnon Securities
New York
$455M -$41.8M -8% 99
DW30
3282
Drucker Wealth 3.0
New Jersey
$454M +$20.9M +5% 161
PIA
3283
Pinion Investment Advisors
Kansas
$454M +$202M +81% 165
CAMV
3284
Concord Asset Management (Virginia)
Virginia
$454M -$1.29M -0.3% 141
GG
3285
GenWealth Group
New Jersey
$454M +$14.3M +3% 80
WAM
3286
Winslow Asset Management
Ohio
$453M -$48.5M -10% 80
TCP
3287
ThornTree Capital Partners
Massachusetts
$453M -$143M -24% 23
RC
3288
RV Capital
Switzerland
$453M -$13.6M -3% 11
FNC
3289
First National Corp
Massachusetts
$453M +$11.2M +3% 163
LI
3290
LifeWealth Investments
Florida
$452M +$301M +200% 203
MWM
3291
Mattern Wealth Management
Kansas
$452M -$1.35M -0.3% 174
CCA
3292
Carrera Capital Advisors
Michigan
$451M +$24.3M +6% 155
FC
3293
Fulcrum Capital
Washington
$451M -$26.5M -6% 123
NC
3294
NBW Capital
Massachusetts
$451M -$88.7M -16% 109
MSA
3295
Marino Stram & Associates
Massachusetts
$450M -$1.5M -0.3% 175
WCA
3296
Westover Capital Advisors
Delaware
$450M -$4.16M -0.9% 257
PFMOSF
3297
Philadelphia Financial Management of San Francisco
California
$450M -$47.3M -10% 64
CT
3298
Clearstead Trust
Maine
$449M -$13.4M -3% 881
LCM
3299
Liberty Capital Management
Michigan
$449M -$1.54M -0.3% 163
OM
3300
Opaleye Management
Massachusetts
$449M -$122M -21% 54