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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
RA
4301
Riversedge Advisors
Delaware
$113M +$28.4M +34% 16.7% 60.4% 47 57.45%
AW
4302
Alpha Windward
Massachusetts
$113M -$44M -28% 21.5% 33.6% 431 16.24%
BC
4303
Birchview Capital
Vermont
$113M -$24.8M -18% 15.1% 327% 57 28.07%
MS
4304
Marshall & Sullivan
Washington
$113M -$33.4M -23% 18% 82% 38 7.89%
HIS
4305
Horizon Investment Services
Indiana
$113M -$38.9M -26% 14.9% 250% 114 32.46%
EW
4306
Emerson Wealth
Michigan
$113M -$35.8M -24% 22.2% 18.1% 26 23.08%
AGFIA
4307
Accel Growth Fund IV Associates
California
$113M -$22.8M -17% 12.8% 61.4% 2 0%
PK
4308
Pflug Koory
Nebraska
$112M -$29M -20% 20.4% 430 9.07%
PIA
4309
Perennial Investment Advisors
California
$112M -$14.3M -11% 13% 84.3% 141 24.11%
AC
4310
Amia Capital
United Kingdom
$112M -$230M -67% 23.6% 30.1% 48 31.25%
WTFG
4311
Wells Trecaso Financial Group
Ohio
$112M -$26.1M -19% 17.1% 108% 77 25.97%
BCP
4312
BDT Capital Partners
Illinois
$112M -$94M -46% 45.6% 25.5% 1 0%
BCP
4313
Blackhawk Capital Partners
Wisconsin
$112M +$11.6M +12% 17.7% 87.2% 98 24.49%
TFGT
4314
TS Financial Group (TSFG)
Illinois
$112M -$22.9M -17% 15.1% 72.9% 863 8%
HFA
4315
HC Financial Advisors
California
$112M -$15.3M -12% 17.1% 31.2% 413 83.54%
CBCM
4316
Cook & Bynum Capital Management
Alabama
$112M -$61.9M -36% 35.3% 46.8% 5 0%
SCM
4317
SCW Capital Management
Texas
$112M -$56.3M -33% 37.3% 179% 9 22.22%
BFM
4318
Broadview Financial Management
Wisconsin
$112M -$31.8M -22% 22% 52.4% 44 9.09%
ARMT
4319
Amica Retiree Medical Trust
Rhode Island
$112M -$17.7M -14% 16.7% 328 37.8%
BRCA
4320
Birch Run Capital Advisors
Texas
$112M -$177M -61% 57.6% 8.22% 22 36.36%
BSA
4321
Bull Street Advisors
Georgia
$112M -$2.44M -2% 16.1% 41.9% 87 6.9%
AMC
4322
Asset Management Corp
Illinois
$112M -$30M -21% 17.4% 57.1% 168 34.52%
SJIM
4323
St. Johns Investment Management
Florida
$112M -$32.5M -23% 20.7% 80.9% 170 15.88%
GCA
4324
GSI Capital Advisors
California
$112M -$55.9M -33% 20.2% 39.7% 35 45.71%
MWM
4325
MinichMacGregor Wealth Management
New York
$111M -$68.1M -38% 14.9% 119% 121 89.26%