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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
HI
2751
Hudock Inc
Pennsylvania
$254M -$46.9M -16% 15.1% 48.3% 790 15.19%
IIC
2752
Ironwood Investment Counsel
Arizona
$254M -$38.1M -13% 19.3% 54.7% 185 17.3%
MC
2753
Matisse Capital
Oregon
$254M +$113M +80% 27.7% 52.1% 204 54.9%
HSCU
2754
Half Sky Capital (UK)
United Kingdom
$254M +$70.8M +39% 19.7% 13% 12 41.67%
FAM
2755
Formidable Asset Management
Ohio
$254M -$63.2M -20% 14.5% 52.2% 297 47.47%
RSVP
2756
Ramsay Stattman Vela & Price
Colorado
$254M -$58.7M -19% 17.9% 54.6% 62 3.23%
AI
2757
ArchPoint Investors
Florida
$254M -$73.4M -22% 18.8% 98.2% 155 25.16%
IWP
2758
Icon Wealth Partners
Texas
$254M -$62.5M -20% 17.5% 191 28.27%
GBT
2759
Grove Bank & Trust
Florida
$253M -$79.4M -24% 19.4% 71.8% 189 17.99%
PWPCM
2760
Perella Weinberg Partners Capital Management
New York
$253M -$88.5M -26% 15.2% 1.52% 31 51.61%
CAC
2761
Certified Advisory Corp
Florida
$253M -$59.9M -19% 17.7% 58.2% 864 12.96%
BCB
2762
Brian C. Broderick
$253M -$55.9M -18% 14.6% 64.8% 86 12.79%
TM
2763
Tikvah Management
North Carolina
$253M -$134M -35% 11.7% 173% 18 5.56%
AI
2764
Aperture Investors
New York
$253M +$113M +81% 15.5% 145% 79 67.09%
TW
2765
TrinityPoint Wealth
Connecticut
$252M -$43.8M -15% 14.6% 28.4% 227 22.91%
BAM
2766
Bruderman Asset Management
New York
$252M -$67.8M -21% 9.77% 31.7% 108 38.89%
OWM
2767
Orgel Wealth Management
Wisconsin
$252M -$112M -31% 11% 36.6% 56 37.5%
OSNBOA
2768
Old Second National Bank of Aurora
Illinois
$252M -$80.8M -24% 19.2% 89.5% 372 15.59%
UF
2769
Univest Financial
Pennsylvania
$252M +$15.9M +7% 21.4% 60.6% 142 54.93%
AMCA
2770
Arthur M. Cohen & Associates
Illinois
$252M -$73.3M -23% 13.4% 97.1% 126 15.08%
WKWM
2771
Walter & Keenan Wealth Management
Indiana
$252M -$7.95M -3% 13.4% 79.9% 206 73.3%
MC
2772
Minot Capital
Colorado
$252M -$12M -5% 24.6% 19.6% 15 53.33%
FA
2773
Fagan Associates
New York
$252M -$56.5M -18% 14.6% 87.7% 121 21.49%
FCMC
2774
Founders Capital Management (Connecticut)
Connecticut
$252M -$51.5M -17% 16.7% 88.9% 63 19.05%
WIP
2775
Wellesley Investment Partners
Massachusetts
$252M -$73.7M -23% 11% 22.7% 128 25.78%