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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
FFW
2551
Fusion Family Wealth
New York
$362M +$21.8M +6% 10.5% 58.2% 261 41.76%
RCM
2552
Rutabaga Capital Management
Massachusetts
$362M +$58.6M +19% 15.8% 57% 49 12.24%
LCM
2553
Lucha Capital Management
California
$362M +$48.4M +15% 25% 84.3% 43 65.12%
TFS
2554
TrustCore Financial Services
Tennessee
$362M +$181M +100% 10.8% 28.3% 882 49.77%
AAM
2555
ACK Asset Management
Connecticut
$362M +$66.9M +23% 18% 132% 40 42.5%
MIAS
2556
Mason Investment Advisory Services
Virginia
$362M 10.3% 76.1% 80
AUB
2557
Atlantic Union Bankshares
Virginia
$361M +$54.4M +18% 13.1% 78.9% 134 9.7%
OM
2558
Opaleye Management
Massachusetts
$361M +$93.2M +35% 51.5% 748% 67 50.75%
VCM
2559
Vivaldi Capital Management
Illinois
$360M +$128M +55% 8.52% 69.2% 251 29.48%
VCM
2560
Vision Capital Management
Oregon
$360M +$42.3M +13% 13% 67.4% 83 12.05%
SCM
2561
SOL Capital Management
Maryland
$359M +$46.4M +15% 12.6% 56.6% 245 7.35%
OAMU
2562
Ostrum Asset Management US
New York
$359M -$319M -47% 19.9% 245 86.53%
BEAM
2563
Baker Ellis Asset Management
Washington
$359M +$29.5M +9% 11.3% 89.2% 233 14.59%
PCM
2564
Price Capital Management
Louisiana
$358M +$287M +401% 4.96% 124% 28 89.29%
IWS
2565
Insight Wealth Strategies
California
$358M +$31.5M +10% 9.53% 79.5% 155 29.68%
AC
2566
Apertura Capital
Texas
$358M +$101M +40% 16% 41.5% 67 91.04%
SI
2567
Sensato Investors
California
$357M -$19.5M -5% 19.4% 75.8% 97 36.08%
BA
2568
Bristlecone Advisors
Washington
$357M +$23.9M +7% 13.7% 103% 134 29.85%
ACM
2569
AlphaStar Capital Management
North Carolina
$357M +$44M +14% 9.62% 61.8% 236 20.34%
HL
2570
HeadInvest LLC
Maine
$357M -$274M -43% 12.6% 59.1% 195 8.21%
FHC
2571
First Heartland Consultants
Missouri
$357M +$89M +33% 10.9% 55.2% 288 20.83%
ECM
2572
Exchange Capital Management
Michigan
$356M +$48.5M +16% 12.7% 57.8% 135 5.19%
MCWS
2573
McKinley Carter Wealth Services
West Virginia
$356M +$53.6M +18% 14.1% 57.4% 156 10.26%
MAP
2574
Moody Aldrich Partners
Massachusetts
$356M +$51.6M +17% 17.4% 336% 113 28.32%
MC
2575
Metropolis Capital
United Kingdom
$356M +$88.8M +33% 5.46% 54.4% 10 10%