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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
FM
3551
Family Management
New York
$145M +$155K +0.1% 0.29% 58.5% 80 25%
TCCM
3552
Timber Creek Capital Management
Massachusetts
$145M +$12.2M +9% 1.87% 85.7% 149 10.07%
MS
3553
Maven Securities
Jersey
$145M -$8.5M -6% 6.45% 103% 63 76.19%
IAMOG
3554
Investors Asset Management of Georgia
Georgia
$145M +$1.17M +0.8% 1.99% 113% 147 3.4%
RA
3555
RFG Advisory
Alabama
$145M +$12.9M +10% 1.17% 52.3% 144 14.58%
TWM
3556
Torch Wealth Management
Ohio
$145M -$5.09M -3% 1.91% 48.8% 99 9.09%
FA
3557
FC Advisory
Pennsylvania
$145M +$3.17M +2% 2.13% 42.9% 43 13.95%
BWA
3558
Burt Wealth Advisors
Maryland
$145M +$5.91M +4% 2.9% 57.3% 452 20.35%
HCIA
3559
Hochman Cole Investment Advisors
Illinois
$145M +$6.9M +5% 2.61% 42.7% 94 12.77%
DCCA
3560
D.C. Capital Advisors
New York
$145M +$1.31M +0.9% 3.13% 59.9% 26 26.92%
KOCAA
3561
Knights of Columbus Asset Advisors
Connecticut
$144M +$2.93M +2% 2.44% 113% 97 15.46%
BSWM
3562
Boston Standard Wealth Management
Massachusetts
$144M +$13.4M +10% 2.19% 42.9% 21 0%
MCAI
3563
Meritech Capital Associates III
California
$144M +$57.2M +66% 8.62% 135% 4 25%
NR
3564
Newfound Research
Massachusetts
$143M +$15M +12% 1.93% 54.6% 232 6.03%
JAM
3565
Jolley Asset Management
North Carolina
$143M +$3.54M +3% 1.04% 3.47% 171 14.62%
TA
3566
TRB Advisors
New York
$142M +$76.8M +117% 5.68% 42.3% 12 33.33%
NLVP
3567
New Leaf Venture Partners
New York
$142M -$52.8M -27% 10.4% 17.1% 16 6.25%
JSL
3568
JT Stratford LLC
Georgia
$142M +$7.48M +6% 1.93% 81.3% 116 18.97%
RWMH
3569
Riverpoint Wealth Management Holdings
Illinois
$142M +$10M +8% 3.44% 43.1% 47 12.77%
MCA
3570
Morris Capital Advisors
Pennsylvania
$142M +$3.9M +3% 6.77% 72.9% 79 11.39%
SCGM
3571
Starwood Capital Group Management
Florida
$142M -$20.2M -13% 15.8% 17.6% 3 33.33%
BCM
3572
Breithorn Capital Management
New York
$141M +$4M +3% 9.06% 43.9% 48 14.58%
VFPI
3573
Vantage Financial Partners (Illinois)
Illinois
$141M +$1.31M +0.9% 2.89% 13.1% 80 63.75%
OCM
3574
Orleans Capital Management
Louisiana
$141M -$2.3M -2% 0.27% 67.9% 83 7.23%
MCM
3575
Mengis Capital Management
Oregon
$141M +$4.61M +3% 1.81% 72.9% 125 7.2%