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
CA
4051
CV Advisors
Florida
$392M +$31.1M +9% 54
EC
4052
Engaged Capital
California
$392M -$15.6M -4% 9
BWM
4053
BCGM Wealth Management
Indiana
$392M +$7.53M +2% 184
DP
4054
Divergent Planning
Maryland
$392M +$15.4M +4% 37
SCM
4055
Sollinda Capital Management
Florida
$391M +$26.5M +7% 81
QCM
4056
Quadratic Capital Management
Connecticut
$391M +$68M +21% 2
PWS
4057
Peterson Wealth Services
Utah
$391M -$14.2M -3% 223
SIAG
4058
Safeguard Investment Advisory Group
California
$391M -$12.2M -3% 166
SA
4059
Strategic Advocates
Utah
$391M +$6.86M +2% 651
RMS
4060
Retirement Management Systems
Maryland
$391M 54
XWM
4061
Xcel Wealth Management
Florida
$390M +$6.12M +2% 148
SIIL
4062
Sinvest Investments II Ltd
$390M 1
S
4063
Siemens
Germany
$390M -$38.8M -9% 1
PCP
4064
P2 Capital Partners
New York
$390M -$96.4M -20% 12
BWM
4065
BNC Wealth Management
Oregon
$390M -$6.14M -2% 115
LECM
4066
Lead Edge Capital Management
New York
$390M +$11.5M +3% 8
FFM
4067
Flagstone Financial Management
Nebraska
$390M +$10.9M +3% 66
WAM
4068
Wilson Asset Management
Australia
$390M -$14.5M -4% 50
BA
4069
Bard Associates
Illinois
$389M +$12.6M +3% 259
DL
4070
Dockside LLC
New York
$389M 183
IFS
4071
Ifrah Financial Services
Arkansas
$389M +$3.58M +0.9% 210
MLFP
4072
MPS Loria Financial Planners
Illinois
$389M +$12.7M +3% 88
WC
4073
Wexford Capital
Florida
$389M +$56.8M +17% 563
WA
4074
WealthTrust Axiom
Pennsylvania
$389M +$15.4M +4% 280
IAG
4075
Investment Advisory Group
Massachusetts
$389M +$21M +6% 200