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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
ECM
3301
Engle Capital Management
Connecticut
$203M +$8.08M +4% 12.6% 398% 27 33.33%
RPA
3302
Rock Point Advisors
Vermont
$203M -$11.7M -5% 1.39% 82.8% 78 10.26%
HIC
3303
Holderness Investments Company
North Carolina
$202M -$1.15M -0.6% 0.17% 144% 201 6.47%
BWM
3304
Buckley Wealth Management
Nevada
$202M +$2.93M +1% 0.62% 88% 169 9.47%
DCM
3305
Dean Capital Management
Kansas
$202M -$9.56M -5% 1.46% 89.7% 87 41.38%
AIC
3306
Argus Investors Counsel
New York
$202M -$14.5M -7% 1.59% 124% 51 0%
AG
3307
Ashmore Group
United Kingdom
$202M -$59.7M -23% 5.72% 103% 31 25.81%
ADL
3308
Asset Dedication LLC
California
$202M -$46.7M -19% 0.24% 67.8% 582 23.71%
HM
3309
Harvest Management
New York
$201M +$50.1M +33% 16.6% 610% 140 72.14%
BWAM
3310
Boyd Watterson Asset Management
Ohio
$201M -$5.76M -3% 1.38% 101% 167 22.16%
ANRIA
3311
American National Registered Investment Advisor
Texas
$201M -$8.3M -4% 0.78% 95.8% 246 4.07%
PCTC
3312
Perkins Coie Trust Company
Washington
$201M +$1.15M +0.6% 1.03% 70.8% 312 5.13%
CW
3313
CreativeOne Wealth
Kansas
$201M 1.02% 67.6% 54
TFCP
3314
Twin Focus Capital Partners
Massachusetts
$201M +$4M +2% 0.16% 92.5% 111 19.82%
DVC
3315
Deer VIII & Co
New York
$201M +$29.8M +17% 17.4% 1 0%
SFA
3316
Stewardship Financial Advisors
Georgia
$201M +$6.08M +3% 1.05% 39.1% 49 8.16%
BA
3317
Bard Associates
Illinois
$201M -$7.89M -4% 0.96% 241% 182 6.04%
MWM
3318
Meridian Wealth Management
Kentucky
$200M +$38.2M +24% 3.7% 117% 206 33.5%
GA
3319
Greytown Advisors
Florida
$200M +$5.36M +3% 2.05% 14.1% 74 9.46%
BCVI
3320
Bain Capital Venture Investors
Massachusetts
$200M -$29.7M -13% 19.7% 34.2% 3 0%
SM
3321
Sciencast Management
New Jersey
$200M +$13.1M +7% 3.39% 72.5% 497 77.26%
FAM
3322
Formidable Asset Management
Ohio
$200M -$17.7M -8% 1.95% 52.2% 145 42.76%
LCP
3323
Legacy Capital Partners
Wisconsin
$199M -$2.78M -1% 1.44% 85.6% 122 9.02%
AOWM
3324
Alpha Omega Wealth Management
Virginia
$199M -$4.77M -2% 2.09% 60.7% 529 13.99%
AIC
3325
Aurora Investment Counsel
Georgia
$199M -$1.83M -0.9% 1.67% 31.7% 124 28.23%