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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
FBCM
2701
Fort Baker Capital Management
California
$568M +$195M +52% 1.51% 41% 143 63.64%
IVGAI
2702
Index Venture Growth Associates I
Jersey
$568M -$205M -27% 23.7% 30.9% 2 50%
RWA
2703
Ropes Wealth Advisors
Massachusetts
$568M -$55.7M -9% 10.1% 71% 296 16.22%
IC
2704
Intel Corp
California
$568M -$161M -22% 13.9% 55.6% 7 28.57%
SM
2705
Sciencast Management
New Jersey
$568M +$215M +61% 6.31% 72.5% 658 79.64%
MC
2706
McMorgan & Co
California
$568M +$69.1M +14% 1.47% 22.5% 56 5.36%
DIA
2707
Dean Investment Associates
Ohio
$568M +$37.2M +7% 8.62% 46.9% 244 10.25%
BEAM
2708
Baker Ellis Asset Management
Washington
$567M +$47.5M +9% 9.51% 89.2% 211 6.16%
WAM
2709
Winslow Asset Management
Ohio
$566M +$48.5M +9% 12% 83.3% 91 8.79%
MIC
2710
Means Investment Company
Maine
$566M +$59.9M +12% 9.51% 79.7% 228 20.18%
CM
2711
Cohanzick Management
New York
$566M +$151M +36% 0.33% 1.18% 487 67.56%
CFMC
2712
Curbstone Financial Management Corp
New Hampshire
$566M +$35.2M +7% 6.06% 63.3% 207 4.83%
KHCM
2713
Kettle Hill Capital Management
New York
$565M +$30.1M +6% 0.04% 24% 61 54.1%
IWA
2714
IBEX Wealth Advisors
New Jersey
$565M +$45.5M +9% 13.2% 221% 452 60.4%
ZF
2715
Zhang Financial
Michigan
$564M +$132M +30% 8.52% 56.8% 212 24.53%
FPCM
2716
Financial Partners Capital Management
New York
$564M +$16.6M +3% 5.03% 34.2% 129 10.08%
AWA
2717
Alaska Wealth Advisors
Alaska
$564M +$42.7M +8% 4.1% 30.7% 53 13.21%
MBT
2718
Montecito Bank & Trust
California
$564M +$49.2M +10% 9.11% 271 7.38%
HL
2719
HeadInvest LLC
Maine
$564M +$36.3M +7% 8.45% 45.6% 239 8.37%
TF
2720
Tompkins Financial
New York
$564M +$16.6M +3% 10.6% 74.1% 408 21.32%
FFIC
2721
First Fiduciary Investment Counsel
Ohio
$563M +$51M +10% 10.4% 48.1% 70 11.43%
TW
2722
TrinityPoint Wealth
Connecticut
$563M +$40.6M +8% 8.9% 28.4% 325 13.23%
FG
2723
Formula Growth
Quebec, Canada
$563M -$136M -19% 4.15% 65.6% 158 20.25%
EGI
2724
EAM Global Investors
California
$563M +$140M +33% 30% 2,492% 291 69.07%
ECG
2725
EPIQ Capital Group
California
$563M -$405M -42% 12.1% 6.25% 65 16.92%