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
GI
5026
GS Investments
Minnesota
$207M +$16M +8% 138
WAM
5027
Weinberger Asset Management
California
$207M +$12.6M +6% 80
SG
5028
Sharper & Granite
California
$207M +$13.7M +7% 100
WIP
5029
WealthCare Investment Partners
Rhode Island
$207M +$23.7M +13% 139
G
5030
Gainplan
Michigan
$207M +$16.3M +9% 73
FPCG
5031
Forum Private Client Group
Indiana
$207M +$15.2M +8% 77
AAG
5032
Avalon Advisory Group
Pennsylvania
$207M +$14.9M +8% 13
LBWM
5033
Left Brain Wealth Management
Illinois
$207M +$33.5M +19% 85
TGI
5034
TRV GP IV
Massachusetts
$206M -$39.8M -16% 3
MIRH
5035
Madison International Realty Holdings
New York
$206M -$11.1M -5% 2
FA
5036
Forefront Analytics
Pennsylvania
$206M +$3.68M +2% 70
BFA
5037
Beacon Financial Advisory
Ohio
$206M -$1.73M -0.8% 281
BWG
5038
Beta Wealth Group
California
$206M +$14.9M +8% 110
LK
5039
Lumbard & Kellner
New Hampshire
$206M +$32.8M +19% 73
ALS
5040
Andrew L. Share
$205M +$15.6M +8% 13
AA
5041
Altman Advisors
Illinois
$205M +$14.8M +8% 102
PKC
5042
Palmer Knight Company
Florida
$205M +$39.7M +24% 33
PL
5043
Polianta Ltd
Jersey
$205M +$33.8M +20% 110
CA
5044
Calton & Associates
Florida
$205M -$43.3M -17% 263
KF
5045
KKM Financial
Illinois
$205M +$46.4M +29% 148
CC
5046
Codex Capital
New York
$205M +$33.6M +20% 38
CB
5047
CNB Bank
Pennsylvania
$205M +$18.8M +10% 513
RGF
5048
Retirement Guys Formula
Ohio
$205M +$18.6M +10% 153
BOCM
5049
Bontempo Ohly Capital Management
Maryland
$205M -$1.33M -0.6% 37
SCA
5050
Sander Capital Advisors
Washington
$205M +$9.57M +5% 16