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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
LCM
4026
LDR Capital Management
New York
$167M +$35.4M +27% 2.54% 37.1% 30 60%
MCA
4027
Mercer Capital Advisers
New Jersey
$167M +$9.7M +6% 8.66% 59.6% 204 6.37%
MWM
4028
Mattern Wealth Management
Kansas
$167M 6.85% 54% 129
TCCM
4029
Timber Creek Capital Management
Massachusetts
$167M +$10.2M +7% 9.45% 85.7% 137 6.57%
GCM
4030
Gibraltar Capital Management
Oklahoma
$166M +$34M +26% 11% 56.6% 46 6.52%
BRA
4031
Biechele Royce Advisors
Indiana
$166M +$15.1M +10% 14.5% 39.2% 39 0%
SCA
4032
Sander Capital Advisors
Washington
$166M +$15M +10% 12.5% 68.8% 9 22.22%
GTAM
4033
Global Trust Asset Management
Florida
$166M +$15.4M +10% 7.91% 109% 440 15.23%
WCAMG
4034
Woodard & Company Asset Management Group
North Carolina
$166M +$8.78M +6% 8.58% 65.2% 79 26.58%
DC
4035
DeDora Capital
California
$166M +$21.6M +15% 9.1% 81.7% 127 36.22%
EM
4036
ELCO Management
New York
$166M -$177K -0.1% 3.76% 86.3% 162 16.67%
HCM
4037
HM Capital Management
Missouri
$166M +$7.56M +5% 7.88% 29.6% 43 0%
SLA
4038
Silver Lake Advisory
Utah
$166M +$10.9M +7% 5.48% 70.9% 84 10.71%
AIC
4039
Ayalon Insurance Company
Israel
$166M +$17.3M +12% 9.85% 89.3% 129 14.73%
LRIA
4040
Leonard Rickey Investment Advisors
Washington
$166M +$15.3M +10% 6.17% 55.9% 90 20%
SCG
4041
Sonata Capital Group
Washington
$166M +$18.1M +12% 7.06% 57.4% 115 8.7%
HAFS
4042
Hapanowicz & Associates Financial Services
Pennsylvania
$166M +$8.9M +6% 4.18% 51.1% 23 30.43%
AAM
4043
Augustine Asset Management
Florida
$165M +$16.9M +11% 13.3% 344% 81 22.22%
MAG
4044
Mokosak Advisory Group
Iowa
$165M +$14M +9% 5.95% 42.7% 27 18.52%
FA
4045
Fortis Advisors
Pennsylvania
$165M -$47.4M -22% 5.86% 48.4% 342 16.37%
RC
4046
RV Capital
Switzerland
$165M +$25.7M +18% 12.3% 278% 5 20%
SPP
4047
Single Point Partners
Massachusetts
$165M 5.8% 52.3% 63
SHI
4048
SV Health Investors
Massachusetts
$165M +$22.7M +16% 30.5% 97.4% 10 0%
RCM
4049
Ratan Capital Management
Florida
$165M -$24.1M -13% 8.04% 320% 39 46.15%
QGA
4050
Q Global Advisors
Texas
$165M +$24.3M +17% 11.4% 58.3% 32 15.63%