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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
W
3951
WealthOne
New York
$178M +$14.6M +9% 7.21% 23.4% 110 19.09%
LRIC
3952
Long Road Investment Counsel
Michigan
$177M +$7.8M +5% 9.77% 50.3% 68 7.35%
FA
3953
FC Advisory
Pennsylvania
$177M +$9.19M +5% 5.5% 42.9% 61 11.48%
BZWA
3954
Blue Zone Wealth Advisors
California
$177M -$1.92M -1% 8.89% 78.3% 72 16.67%
ARI
3955
Applied Research Investments
Delaware
$177M +$62.8M +55% 18.5% 43 13.95%
BWM
3956
BCS Wealth Management
Tennessee
$177M +$9.96M +6% 5.09% 46.7% 135 12.59%
SC
3957
Steginsky Capital
New York
$177M +$17.3M +11% 9.66% 115% 8 0%
BCM
3958
Beck Capital Management
Texas
$177M -$20.6M -10% 16.2% 205% 92 30.43%
FLI
3959
Family Legacy Inc
South Carolina
$177M +$11.1M +7% 8.1% 69.1% 116 10.34%
MFM
3960
Mirsky Financial Management
New York
$177M +$10.4M +6% 3.42% 39.3% 34 2.94%
SDWIA
3961
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$177M +$23.5M +15% 15% 67.8% 107 11.21%
ACA
3962
Affinity Capital Advisors
California
$177M +$23.8M +16% 8.56% 62% 108 12.96%
HCA
3963
Horan Capital Advisors
Ohio
$177M +$27.7M +19% 10% 26.6% 305 74.75%
CCM
3964
Cobalt Capital Management
New Jersey
$176M +$1.52M +0.9% 6.64% 180% 40 75%
AWM
3965
Aries Wealth Management
Maine
$176M +$12.4M +8% 7.26% 75% 154 8.44%
RCM
3966
Rutabaga Capital Management
Massachusetts
$176M -$7M -4% 7.71% 57% 49 6.12%
IBOK
3967
Independence Bank of Kentucky
Kentucky
$176M +$21.6M +14% 7.87% 80.6% 380 12.63%
VCM
3968
Verde Capital Management
Michigan
$176M +$23.1M +15% 6.68% 58.5% 49 30.61%
PCMK
3969
Paragon Capital Management (Kansas)
Kansas
$176M +$16.1M +10% 12.3% 75.8% 56 14.29%
VC
3970
Voss Capital
Texas
$175M +$25.7M +17% 18.2% 41.8% 60 43.33%
CAM
3971
Concorde Asset Management
Michigan
$175M +$55.8M +47% 8.7% 191 43.46%
SRF
3972
Silver Rock Financial
California
$175M +$85.7M +96% 14.2% 6.77% 20 35%
MWVC
3973
Morgens Waterfall Vintiadis & Co
New York
$175M +$19.4M +12% 20.2% 484% 35 28.57%
Q
3974
QVR
California
$175M -$118M -40% 3.17% 16 50%
BI
3975
Ballast Inc
Kentucky
$175M +$16M +10% 8.02% 66% 96 11.46%