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
SWAG
5026
Spectrum Wealth Advisory Group
California
$70.8M +$24.6M +53% 37
CSPIA
5027
Cary Street Partners Investment Advisory
Virginia
$70.5M +$27.7M +65% 120
GIM
5028
Guild Investment Management
California
$70.5M +$24.4M +53% 50
HP
5029
Harvey Partners
New York
$70.4M -$37.5M -35% 43
CCM
5030
Community Capital Management
Florida
$70.4M +$10.8M +18% 122
AWM
5031
Avondale Wealth Management
Texas
$70.4M +$7.05M +11% 101
NISOA
5032
National Investment Services of America
Wisconsin
$70.2M +$7.37M +12% 86
ECM
5033
Empirical Capital Management
Tennessee
$70.1M +$7.97M +13% 26
GPFA
5034
Game Plan Financial Advisors
Ohio
$69.8M -$15.2M -18% 103
TC
5035
Tatro Capital
Kentucky
$69.7M +$13.8M +25% 79
HWC
5036
Hill Winds Capital
New York
$69.6M +$56.6M +433% 37
GSM
5037
Global Strategic Management
Puerto Rico
$69.4M +$21.9M +46% 34
ZCM
5038
Zebra Capital Management
Connecticut
$69.3M +$7.46M +12% 255
UOMF
5039
University of Maryland Foundation
Maryland
$68.9M -$34.3M -33% 8
GBA
5040
Garrison Bradford & Associates
New York
$68.9M +$10.4M +18% 55
JC
5041
JCSD Capital
California
$68.8M -$16M -19% 41
NVPX
5042
Norwest Venture Partners XI
California
$68.6M +$7.1M +12% 1
SAM
5043
Serengeti Asset Management
New York
$68.2M +$3.69M +6% 20
SNN
5044
Shen Neil Nanpeng
$68M +$20M +41% 5
MIOT
5045
Massachusetts Institute of Technology
Massachusetts
$68M +$23.2M +52% 10
TCB
5046
Texas Capital Bancshares
Texas
$67.4M +$10.6M +19% 45
CCM
5047
Coe Capital Management
Illinois
$67.3M +$7.43M +12% 77
DFG
5048
DWM Financial Group
Illinois
$67.1M +$21.6M +47% 37
TWP
5049
Tempus Wealth Planning
California
$67M +$6.01M +10% 69
HA
5050
Havens Advisors
New York
$67M -$35.4M -35% 37