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
SFA
4001
Semmax Financial Advisors
North Carolina
$250M 368
WCM
4002
Whitener Capital Management
North Carolina
$250M -$11M -4% 152
HNWAG
4003
High Net Worth Advisory Group
Florida
$250M -$8.2M -3% 202
RGC
4004
Redwood Grove Capital
California
$249M +$13.2M +6% 28
NHFG
4005
New Harbor Financial Group
Massachusetts
$249M -$79.3M -24% 49
CFA
4006
CWS Financial Advisors
Michigan
$249M -$14.3M -5% 179
WPC
4007
White Pine Capital
Minnesota
$249M -$18.9M -7% 213
JSC
4008
Jackson Square Capital
California
$249M +$94.4K +0% 126
CNC
4009
Citizens & Northern Corp
Pennsylvania
$249M -$15.6M -6% 99
WCM
4010
Wildcat Capital Management
New York
$249M -$13.8M -5% 23
HWM
4011
Horizon Wealth Management
Illinois
$249M -$4.66M -2% 87
GSAM
4012
Grant Street Asset Management
Pennsylvania
$249M -$15.3M -6% 70
ECA
4013
Endeavour Capital Advisors
Connecticut
$249M +$20.2M +9% 47
BWS
4014
Buck Wealth Strategies
Colorado
$249M +$18.1M +8% 401
II
4015
INCA Investments
Florida
$249M -$37.4M -13% 12
MWPCG
4016
Measured Wealth Private Client Group
New Hampshire
$249M -$14.6M -6% 188
SWRP
4017
Summit Wealth & Retirement Planning
California
$249M -$5.63M -2% 60
HCA
4018
Horan Capital Advisors
Ohio
$249M -$7.42M -3% 118
NAH
4019
Neumann Advisory (HK)
Hong Kong
$249M -$13.4M -5% 14
WCM
4020
Windham Capital Management
Massachusetts
$249M -$11.2M -4% 89
DDSF
4021
Diana Davis Spencer Foundation
Maryland
$248M -$12M -5% 3
B
4022
BetterWealth
California
$248M -$8.6M -3% 50
SCM
4023
Steadview Capital Management
United Kingdom
$248M -$157M -39% 9
DA
4024
Dash Acquisitions
California
$248M -$3.97M -2% 46
HC
4025
Hendley & Co
Ohio
$248M +$6.94M +3% 53