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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
MCAI
3651
Meritech Capital Associates III
California
$113M -$6.59M -6% 23.6% 135% 4 25%
BWM
3652
Biltmore Wealth Management
Arizona
$113M -$6.21M -5% 0.13% 55.6% 28 14.29%
SBA
3653
Seven Bridges Advisors
New York
$113M -$3.87M -3% 6.14% 156 21.15%
V
3654
ValueWorks
New York
$112M -$4.98M -4% 10.2% 190% 33 15.15%
TCM
3655
Towercrest Capital Management
Pennsylvania
$112M +$8.43M +8% 3.17% 39.1% 23 0%
RCI
3656
Redwood Capital Investments
Maryland
$112M -$35.5M -24% 4.51% 2 0%
FC
3657
Financial Consulate
Maryland
$112M -$18.3M -14% 3.59% 53.3% 74 13.51%
CJA
3658
C-J Advisory
California
$112M 5.56% 39.2% 125
RCG
3659
Ruggie Capital Group
Florida
$112M +$3.21M +3% 3.74% 22% 243 26.75%
MSE
3660
MUFG Securities EMEA
United Kingdom
$112M -$212M -65% 9.85% 114% 37 37.84%
AIA
3661
AIMZ Investment Advisors
California
$112M +$2.77M +3% 4.14% 81.3% 96 7.29%
SAM
3662
Smithbridge Asset Management
Pennsylvania
$112M +$4.09M +4% 2.38% 55 3.64%
HCM
3663
Highlander Capital Management
New Jersey
$112M +$2.24M +2% 4.12% 34.4% 830 9.4%
EFIC
3664
Eliot Finkel Investment Counsel
California
$111M -$975K -0.9% 2.08% 88.9% 34 17.65%
RAM
3665
RK Asset Management
Michigan
$111M -$701K -0.6% 5.07% 47.6% 15 0%
WA1
3666
Wimmer Associates 1
California
$111M -$972K -0.9% 2.18% 78.9% 113 6.19%
TC
3667
Toews Corporation
New Jersey
$111M -$127M -53% 3.05% 22% 110 94.55%
LAM
3668
Lingohr Asset Management
Germany
$111M +$11.5M +12% 8.67% 141% 104 42.31%
CAM
3669
Chesapeake Asset Management
New York
$110M -$12.5M -10% 2.74% 153% 92 32.61%
BHBT
3670
Burke & Herbert Bank & Trust
Virginia
$110M +$335K +0.3% 1.47% 67.8% 138 13.04%
OFG
3671
OTA Financial Group
New York
$110M -$20.6M -16% 10.8% 320% 100 83%
RWG
3672
Regal Wealth Group
California
$110M +$4.04M +4% 2.7% 17% 228 10.96%
BA
3673
Bennicas & Associates
California
$110M -$1.42M -1% 1.39% 40.3% 86 3.49%
DRS
3674
Deane Retirement Strategies
Louisiana
$110M +$674K +0.6% 1.99% 64.7% 59 47.46%
TCA
3675
Teewinot Capital Advisers
New York
$110M -$12.5M -10% 11.2% 149% 58 32.76%