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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
CFP
2551
Cascade Financial Partners
California
$767M -$30.5M -4% 3.14% 251 6.77%
EFG
2552
Ethos Financial Group
Pennsylvania
$767M +$161M +26% 0.87% 63% 431 36.66%
RB
2553
Rodgers Brothers
Pennsylvania
$767M -$20.8M -3% 2.21% 108% 243 8.64%
GCA
2554
Greenwood Capital Associates
South Carolina
$766M -$1.79M -0.2% 1.12% 81.3% 260 17.69%
ROC
2555
Running Oak Capital
Minnesota
$766M +$28M +4% 1.17% 32.7% 58 1.72%
NCM
2556
Nellore Capital Management
California
$766M +$31.7M +4% 4.63% 73.8% 18 16.67%
LCM
2557
Legato Capital Management
California
$765M -$43.9M -5% 7.74% 243% 628 20.86%
DG
2558
Discerene Group
Connecticut
$765M -$124M -14% 12.8% 48.6% 12 0%
CRCM
2559
Cat Rock Capital Management
Connecticut
$765M -$118M -13% 0.93% 66.7% 14 14.29%
BBI
2560
Baxter Bros Inc
Connecticut
$765M -$4.67M -0.6% 1.75% 73.8% 160 5%
APC
2561
Alta Park Capital
California
$764M -$22.3M -3% 24.2% 1,071% 43 41.86%
AWM
2562
Absher Wealth Management
North Carolina
$764M -$11.1M -1% 1.76% 54.5% 70 7.14%
CPBTD
2563
Central Pacific Bank - Trust Division
Hawaii
$764M -$29.3M -4% 2.03% 927 11.87%
TCOT
2564
Trust Company of Toledo
Ohio
$763M +$23.7M +3% 0.26% 93.8% 246 6.5%
BWP
2565
BlueStem Wealth Partners
Minnesota
$762M 0.46% 101
SCA
2566
Summit Creek Advisors
Minnesota
$761M +$24.4M +3% 9.2% 68.8% 73 10.96%
AFA
2567
Abacus FCF Advisors
Florida
$760M +$328M +76% 6.06% 197% 304 65.13%
AL
2568
AIP LLC
New York
$759M -$271M -26% 14.6% 54.9% 3 33.33%
MPMG
2569
Minneapolis Portfolio Management Group
Minnesota
$759M -$13.3M -2% 0.72% 140% 31 12.9%
MGM
2570
Manchester Global Management
United Kingdom
$758M +$139M +22% 5.81% 156% 26 23.08%
CIEC
2571
Crédit Industriel et Commercial
France
$758M 1.16% 299
NAM
2572
NTV Asset Management
West Virginia
$758M +$10.5M +1% 3.4% 97.8% 279 7.89%
EBSAM
2573
Eubel Brady & Suttman Asset Management
Ohio
$758M -$8.25M -1% 0.85% 40.2% 95 13.68%
PFBT
2574
Parkside Financial Bank & Trust
Missouri
$757M +$39M +5% 1.79% 73.6% 2,221 9.37%
MWA
2575
Monograph Wealth Advisors
California
$756M -$12.1M -2% 0.57% 68% 116 9.48%