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
RG
4101
Retirement Group
California
$220M +$2.55M +1% 815
MFGP
4102
Marshall Financial Group (Pennsylvania)
Pennsylvania
$220M +$16.1M +8% 56
FSA
4103
Financial Services Advisory
Maryland
$220M -$39.2M -15% 41
AP
4104
Agilis Partners
Massachusetts
$220M +$6.62M +3% 27
1C
4105
1623 Capital
Virginia
$220M +$21.3M +11% 86
CAAM
4106
Cape Ann Asset Management
United Kingdom
$220M -$40.4M -16% 11
PA
4107
Procyon Advisors
Connecticut
$219M +$18.7M +9% 249
WAM
4108
Westport Asset Management
Connecticut
$219M +$17.4M +9% 76
LCH
4109
Lee Capital Holdings
New York
$219M +$49.2M +29% 117
CIP
4110
Convergence Investment Partners
Florida
$219M +$20.2M +10% 286
SC
4111
Schulhoff & Co
Ohio
$219M +$19.6M +10% 117
THWM
4112
Taylor Hoffman Wealth Management
Virginia
$218M +$22.4M +11% 127
CIC
4113
Chase Investment Counsel
Virginia
$218M -$8.27M -4% 124
WFM
4114
Wolff Financial Management
Michigan
$218M +$27.4M +14% 96
BHWM
4115
Bay Harbor Wealth Management
Maryland
$218M -$2.4M -1% 457
CC
4116
Cartenna Capital
Connecticut
$218M +$53.7M +33% 54
MAM
4117
Miria Asset Management
Malta
$218M +$143M +191% 31
AAM
4118
Ameraudi Asset Management
New York
$218M +$5.66M +3% 48
WIM
4119
Wittenberg Investment Management
Massachusetts
$218M +$12.7M +6% 75
CCA
4120
Childress Capital Advisors
Texas
$218M +$46.6M +27% 1,116
BSP
4121
Benefit Street Partners
New York
$218M +$24.9M +13% 50
UCMOK
4122
United Capital Management of KS
Kansas
$218M -$1.32M -0.6% 97
VFM
4123
Vivid Financial Management
California
$218M +$10.3M +5% 160
JGIA
4124
Jackson Grant Investment Advisers
Connecticut
$217M +$21.4M +11% 397
RCM
4125
Rutabaga Capital Management
Massachusetts
$217M +$50.8M +31% 52