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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
PVMCV
3651
Polaris Venture Management Co V
Massachusetts
$105M -$22.6M -18% 8.78% 281% 9 0%
TCM
3652
Tieton Capital Management
Washington
$105M -$22.8M -18% 0.73% 154% 30 3.33%
WIA
3653
Westbourne Investment Advisors
Maryland
$105M +$942K +0.9% 0.96% 86.7% 105 6.67%
EI
3654
EDMP Inc
Florida
$104M +$334K +0.3% 3.16% 68.1% 67 7.46%
AF
3655
Affiance Financial
Minnesota
$104M +$7.02M +7% 2.99% 50.1% 97 16.49%
SFA
3656
Staton Financial Advisors
North Carolina
$104M +$6.61M +7% 6.46% 40 12.5%
QAM
3657
Quantres Asset Management
Cayman Islands
$104M -$2.26M -2% 0.54% 11% 200 81.5%
EC
3658
Eachwin Capital
New York
$104M +$4.21M +4% 1.43% 104 8.65%
WPEP
3659
Walnut Private Equity Partners
Nebraska
$104M $0 0% 12.6% 60.6% 24 0%
BCFS
3660
Butensky & Cohen Financial Security
Florida
$104M +$2.68M +3% 4.13% 72.2% 204 42.16%
KAH
3661
Kathryn A. Hall
$104M -$5.3M -5% 18.3% 95.2% 6 16.67%
RWG
3662
Regal Wealth Group
California
$104M +$2.38M +2% 1.91% 17% 203 3.94%
MWM
3663
MinichMacGregor Wealth Management
New York
$104M -$3.72M -3% 1.46% 119% 512 31.05%
SCP
3664
Steamboat Capital Partners
New York
$104M -$1.71M -2% 7.27% 189% 21 57.14%
MMPW
3665
Mitchell McLeod Pugh & Williams
Alabama
$103M +$2.9M +3% 2.57% 76.5% 161 8.7%
MI
3666
M3F Inc
Utah
$103M +$2.96M +3% 3.65% 146% 47 31.91%
BHBT
3667
Burke & Herbert Bank & Trust
Virginia
$103M +$7.39M +8% 3.2% 52.7% 125 13.6%
EA
3668
Elm Advisors
California
$103M +$1.81M +2% 1.78% 50.5% 78 8.97%
MSDF
3669
Michael & Susan Dell Foundation
New York
$103M -$14.5M -12% 6.28% 120% 8 12.5%
FC
3670
Flaherty & Crumrine
California
$103M +$4.08M +4% 1.34% 0.12% 12 16.67%
EIGI
3671
Elmrox Investment Group IM
New York
$103M -$67.1M -39% 7.09% 17 94.12%
RIM
3672
Reliant Investment Management
Tennessee
$103M -$12.3M -11% 0.08% 122% 66 18.18%
FCE
3673
Fiera Capital (Europe)
Cayman Islands
$103M +$19.1M +23% 6.78% 41.3% 48 25%
LSC
3674
Lesa Sroufe & Co
Washington
$103M +$5.64M +6% 11% 45 17.78%
MCM
3675
Mork Capital Management
California
$103M -$1.61M -2% 2.35% 45.7% 137 26.28%