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
WBC
4601
West Branch Capital
Massachusetts
$200M +$21.1M +12% 471
CFA
4602
Camarda Financial Advisors
Florida
$200M +$67M +50% 88
LFGO
4603
Legacy Financial Group (Oklahoma)
Oklahoma
$200M +$19.3M +11% 73
LC
4604
Lodbrok Capital
United Kingdom
$200M -$17.6M -8% 8
THWM
4605
Taylor Hoffman Wealth Management
Virginia
$200M +$17.6M +10% 112
WC
4606
Wynnefield Capital
New York
$200M +$45.6M +30% 20
3IP
4607
3Chopt Investment Partners
Virginia
$200M +$12.2M +7% 147
BBWA
4608
Bell & Brown Wealth Advisors
California
$200M +$12.2M +6% 70
GCM
4609
Gladius Capital Management
Illinois
$200M -$125M -39% 406
SHCM
4610
Stone House Capital Management
Florida
$200M +$53.1M +36% 4
CCM
4611
Cota Capital Management
California
$199M +$14.6M +8% 11
MCA
4612
Magnolia Capital Advisors
Mississippi
$199M +$5.19M +3% 159
SPI
4613
Santori & Peters Inc
Pennsylvania
$199M +$13.6M +7% 56
LWMM
4614
Legacy Wealth Management (Mississippi)
Mississippi
$199M +$18.2M +10% 76
FWA
4615
FSM Wealth Advisors
Ohio
$199M +$27M +16% 178
NCG
4616
Newport Capital Group
New Jersey
$199M +$112M +129% 69
BAM
4617
Bullseye Asset Management
Colorado
$199M +$3M +2% 74
GGPE
4618
Golden Gate Private Equity
California
$199M -$24.3M -11% 3
GWM
4619
Gray Wealth Management
Maine
$199M +$15.6M +9% 134
TDWM
4620
Topel & Distasi Wealth Management
California
$199M +$7.15M +4% 72
SWM
4621
Sculati Wealth Management
Michigan
$199M +$10.4M +6% 116
AMIM
4622
Aull & Monroe Investment Management
Alabama
$199M +$2.32M +1% 134
FPGT
4623
Financial Partners Group (Tennessee)
Tennessee
$199M +$7.54M +4% 82
FWM
4624
Forza Wealth Management
Florida
$199M +$4.4M +2% 184
HZ
4625
Hixon Zuercher
Ohio
$199M +$29.9M +18% 62