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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
BGC
4451
Birch Grove Capital
New York
$202M -$54.5M -21% 0.21% 2.66% 37 5.41%
SFWC
4452
Strategic Family Wealth Counselors
New Jersey
$202M -$2.05M -1% 4.47% 72.3% 113 22.12%
GB
4453
Gunma Bank
Japan
$201M +$37.7M +23% 8.6% 24.5% 53 32.08%
RGC
4454
Redwood Grove Capital
California
$201M +$19.3M +11% 7.64% 79.8% 27 11.11%
P
4455
&Partners
Tennessee
$201M +$28.5M +16% 9.11% 78.4% 196 10.2%
GI
4456
Glovista Investments
New Jersey
$201M +$10.3M +5% 8.6% 2.48% 52 42.31%
LRIC
4457
Long Road Investment Counsel
Michigan
$201M +$18.8M +10% 13.9% 53.8% 71 8.45%
WWG
4458
West Wealth Group
California
$201M +$3.95M +2% 7.26% 71.2% 76 23.68%
JAM
4459
JCIC Asset Management
Ontario, Canada
$201M -$15.6M -7% 7.82% 118 3.39%
RC
4460
Rovin Capital
Arizona
$201M +$26.7M +15% 7.33% 63.8% 139 25.9%
AWA
4461
Aquire Wealth Advisors
Utah
$201M +$28.7M +17% 7.21% 54.1% 36 8.33%
KA
4462
Kozak & Associates
Colorado
$201M +$42.4M +27% 6.58% 97.4% 348 3.45%
AMIM
4463
Aull & Monroe Investment Management
Alabama
$201M +$18.4M +10% 14.5% 96.6% 130 3.08%
SRSA
4464
S.R. Schill & Associates
Washington
$201M +$13.2M +7% 7.79% 36.7% 88 26.14%
FDS
4465
Freedom Day Solutions
Texas
$200M +$15.8M +9% 9.87% 84.6% 114 19.3%
AFG
4466
Altiora Financial Group
Ohio
$200M 6.34% 38.3% 49
EWM
4467
Elmwood Wealth Management
California
$200M -$89.5K -0% 1.57% 37.6% 124 12.9%
WTFG
4468
Wells Trecaso Financial Group
Ohio
$200M +$18M +10% 11.6% 108% 93 19.35%
APGDR
4469
Absoluto Partners Gestao de Recursos
Brazil
$200M -$46M -19% 0.33% 78.7% 25 16%
CCC
4470
Chelsea Counsel Company
California
$200M +$38.1M +23% 10.4% 106% 173 59.54%
V
4471
VeraBank
Texas
$200M +$41.5M +26% 11.7% 60.6% 131 11.45%
AI
4472
Atom Investors
Texas
$200M -$84.2M -30% 8.36% 83.4% 366 65.57%
DWM
4473
Drive Wealth Management
Utah
$200M +$94.9M +90% 8.36% 94.4% 269 46.47%
SFG
4474
Steward Financial Group
Texas
$200M +$64.8M +48% 8.5% 897 96.1%
MAWA
4475
Moss Adams Wealth Advisors
Washington
$200M 5.9% 71.9% 181