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
AFM
4101
Abbot Financial Management
Massachusetts
$220M +$48.2M +28% 138
SAS
4102
SMI Advisory Services
Indiana
$220M 26
RG
4103
Retirement Group
California
$220M +$2.55M +1% 815
MFGP
4104
Marshall Financial Group (Pennsylvania)
Pennsylvania
$220M +$16.1M +8% 56
FSA
4105
Financial Services Advisory
Maryland
$220M -$39.2M -15% 41
AP
4106
Agilis Partners
Massachusetts
$220M +$6.62M +3% 27
1C
4107
1623 Capital
Virginia
$220M +$21.3M +11% 86
CAAM
4108
Cape Ann Asset Management
United Kingdom
$220M -$40.4M -16% 11
PA
4109
Procyon Advisors
Connecticut
$219M +$18.7M +9% 249
WAM
4110
Westport Asset Management
Connecticut
$219M +$17.4M +9% 76
LCH
4111
Lee Capital Holdings
New York
$219M +$49.2M +29% 117
CIP
4112
Convergence Investment Partners
Florida
$219M +$20.2M +10% 286
SC
4113
Schulhoff & Co
Ohio
$219M +$19.6M +10% 117
THWM
4114
Taylor Hoffman Wealth Management
Virginia
$218M +$22.4M +11% 127
CIC
4115
Chase Investment Counsel
Virginia
$218M -$8.27M -4% 124
WFM
4116
Wolff Financial Management
Michigan
$218M +$27.4M +14% 96
BHWM
4117
Bay Harbor Wealth Management
Maryland
$218M -$2.4M -1% 457
CC
4118
Cartenna Capital
Connecticut
$218M +$53.7M +33% 54
MAM
4119
Miria Asset Management
Malta
$218M +$143M +191% 31
AAM
4120
Ameraudi Asset Management
New York
$218M +$5.66M +3% 48
WIM
4121
Wittenberg Investment Management
Massachusetts
$218M +$12.7M +6% 75
CCA
4122
Childress Capital Advisors
Texas
$218M +$46.6M +27% 1,116
BSP
4123
Benefit Street Partners
New York
$218M +$24.9M +13% 50
UCMOK
4124
United Capital Management of KS
Kansas
$218M -$1.32M -0.6% 97
VFM
4125
Vivid Financial Management
California
$218M +$10.3M +5% 160