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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
TGI
4501
TRV GP IV
Massachusetts
$246M -$19.3M -7% 5.37% 1,102% 3 0%
AEPWM
4502
Atlantic Edge Private Wealth Management
Florida
$246M 10.5% 468
KWM
4503
Kaydan Wealth Management
Michigan
$246M -$4.53M -2% 6.97% 57.8% 101 10.89%
WCG
4504
Weaver Consulting Group
California
$246M +$24.6M +11% 7.95% 50.5% 199 8.04%
MSCM
4505
McElhenny Sheffield Capital Management
Texas
$246M +$49.1M +25% 12.7% 86.3% 104 26.92%
BWM
4506
BCGM Wealth Management
Indiana
$246M +$27.9M +13% 8.73% 54.9% 137 14.6%
MCP
4507
Martin Capital Partners
Oregon
$245M +$7.67M +3% 6.84% 35.2% 73 5.48%
NIM
4508
Nicollet Investment Management
Minnesota
$245M +$21.8M +10% 12.1% 83.3% 66 7.58%
RA
4509
Rovida Advisors
Florida
$245M -$17.9M -7% 12.3% 24.8% 21 33.33%
HI
4510
Handelsinvest Investeringsforvaltning
Denmark
$245M -$43M -15% 14.2% 37.9% 369 85.09%
GJIA
4511
Glass Jacobson Investment Advisors
Maryland
$245M +$26.7M +12% 9.48% 58.3% 844 21.8%
WP
4512
Westmount Partners
California
$245M +$17.9M +8% 12% 101% 214 14.49%
ECAM
4513
East Coast Asset Management
Massachusetts
$245M +$23.8M +11% 12.8% 147% 64 3.13%
RCM
4514
Rivermont Capital Management
New York
$245M +$21.2M +9% 17.3% 555% 26 42.31%
FCM
4515
Forager Capital Management
Alabama
$245M +$11.8M +5% 12% 52.6% 14 7.14%
ZIMP
4516
Zimmermann Investment Management & Planning
Pennsylvania
$244M +$35.9M +17% 11.3% 31.6% 127 25.2%
AC
4517
Alfreton Capital
United Kingdom
$244M +$33.8M +16% 16.2% 22.2% 5 20%
RFG
4518
RFP Financial Group
Georgia
$244M +$16.9M +7% 9.28% 53.2% 1,044 27.97%
DA
4519
Drake & Associates
Wisconsin
$244M +$23.5M +11% 8.63% 47.9% 83 26.51%
LSA
4520
Lion Street Advisors
Texas
$244M -$62.2M -20% 8.32% 38% 273 19.05%
FFM
4521
Flagstone Financial Management
Nebraska
$244M +$25.5M +12% 8.29% 43.9% 44 15.91%
APWM
4522
Argonautica Private Wealth Management
Massachusetts
$244M +$21.4M +10% 12% 158% 182 1.65%
TCWM
4523
Total Clarity Wealth Management
Illinois
$244M +$36.2M +17% 8.68% 69.7% 257 25.29%
PIP
4524
Peachtree Investment Partners
Florida
$244M +$47.8M +24% 12.4% 92.2% 107 8.41%
SFS
4525
Shaker Financial Services
Virginia
$244M +$29M +14% 5.82% 13.1% 175 24.57%