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
AU
4051
Algebris (UK)
United Kingdom
$115M -$12.9M -10% 40
CCM
4052
Cox Capital Management
Massachusetts
$115M +$4.75M +4% 185
NF
4053
Nikulski Financial
Iowa
$115M -$23.6M -17% 113
SIM
4054
Sterling Investment Management
Arizona
$115M -$36M -24% 73
BAM
4055
Baldrige Asset Management
Pennsylvania
$115M -$6.61M -5% 90
BU
4056
Brown University
Rhode Island
$115M -$69.1M -38% 14
FA
4057
Financial Advantage
Maryland
$114M -$31.4M -22% 112
LWM
4058
Liberty Wealth Management
California
$114M -$12.4M -10% 1,034
ACH
4059
Axis Capital Holdings
Bermuda
$114M -$21.5M -16% 3
GHP
4060
Great Hill Partners
Massachusetts
$114M -$73.7M -39% 2
NCM
4061
Next Capital Management
New York
$114M -$25.3M -18% 123
WU
4062
Wealthsimple US
New York
$114M -$11.9M -9% 37
SWMG
4063
Signature Wealth Management Group
Georgia
$114M -$44.6M -28% 87
SFG
4064
Sowa Financial Group
Rhode Island
$114M -$9.17M -7% 396
MI
4065
Moneywise Inc
Virginia
$114M -$19.3M -15% 47
PL
4066
Protective Life
Alabama
$113M -$119K -0.1% 14
MCO
4067
MAK Capital One
New York
$113M -$192M -63% 11
RBFC
4068
Roman Butler Fullerton & Co
Missouri
$113M -$38.2M -25% 172
CRCM
4069
Crystal Rock Capital Management
Illinois
$113M -$39.9M -26% 38
IFA
4070
Interactive Financial Advisors
Illinois
$113M -$109M -49% 144
BA
4071
Bennicas & Associates
California
$113M -$25.1M -18% 85
MMHP
4072
Murphy Middleton Hinkle & Parker
Georgia
$113M -$37.1M -25% 132
GWM
4073
Graybill Wealth Management
Illinois
$113M -$47.3M -30% 59
MSWM
4074
Mader & Shannon Wealth Management
Missouri
$113M -$11.1M -9% 23
HFS
4075
Howard Financial Services
Texas
$113M -$49.7M -31% 138