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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
BCC
4451
Bridge City Capital
Oregon
$182M -$6.82M -4% 3.05% 120% 95 5.26%
WTFG
4452
Wells Trecaso Financial Group
Ohio
$182M -$10.7M -6% 5.51% 108% 82 8.54%
IFA
4453
Invus Financial Advisors
New York
$182M +$16.6M +10% 13.3% 29.5% 8 0%
IF
4454
IRON Financial
Illinois
$182M -$8.85M -5% 4.68% 51.4% 103 16.5%
RGC
4455
Redwood Grove Capital
California
$182M -$1.84M -1% 4.48% 79.8% 26 3.85%
ACM
4456
Aljian Capital Management
Nevada
$182M -$782K -0.4% 0.46% 146% 55 7.27%
VFIC
4457
Valley Forge Investment Consultants
Pennsylvania
$182M -$18.6M -9% 5.57% 61.9% 83 6.02%
DK
4458
David Kennon
Florida
$182M 6.3% 46.9% 17
RCM
4459
Riverwood Capital Management
California
$182M -$100M -36% 9.96% 46.5% 6 33.33%
SCG
4460
Sonata Capital Group
Washington
$181M -$11.1M -6% 3.8% 57.4% 111 7.21%
GCM
4461
Gabalex Capital Management
New York
$181M +$9M +5% 3.86% 24.9% 17 11.76%
KWM
4462
Kaydan Wealth Management
Michigan
$181M +$1.56M +0.9% 0.58% 57.8% 92 9.78%
TWM
4463
TriaGen Wealth Management
California
$181M +$40.3M +29% 1.49% 113% 183 30.05%
TDWM
4464
Topel & Distasi Wealth Management
California
$181M +$8.31M +5% 5.91% 40% 74 17.57%
PCM
4465
Pennsylvania Capital Management
Pennsylvania
$181M -$8.39M -4% 2.76% 70.6% 83 6.02%
EFG
4466
Everhart Financial Group
Ohio
$181M +$16.1M +10% 3.59% 113% 220 23.18%
OPWM
4467
Oakwell Private Wealth Management
Texas
$181M +$5.23M +3% 6.49% 63% 61 6.56%
CWA
4468
CM Wealth Advisors
Ohio
$180M +$17.1M +10% 4.97% 64.7% 74 12.16%
BBP
4469
Banco BTG Pactual
Brazil
$180M +$26.1M +17% 1.12% 134% 146 68.49%
BAMG
4470
Brand Asset Management Group
Missouri
$180M -$16M -8% 6.53% 70.2% 78 5.13%
WFG
4471
Wills Financial Group
Virginia
$180M -$23.3M -11% 5.56% 57.5% 63 9.52%
SGH
4472
Sivik Global Healthcare
Connecticut
$180M +$3.95M +2% 1.77% 53.8% 45 24.44%
TP
4473
Tranquility Partners
Tennessee
$180M -$13.6M -7% 4.76% 67.4% 214 13.55%
SBF
4474
Sara-Bay Financial
Florida
$180M -$26.3M -13% 1.02% 231% 87 13.79%
CMU
4475
Carnegie Mellon University
Pennsylvania
$179M -$19.4M -10% 6.26% 61.6% 6 0%