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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
NC
4526
NovaPoint Capital
Georgia
$127M 6.71% 72.2% 106
BMC
4527
Beaton Management Company
Massachusetts
$127M +$4.06M +3% 7.57% 79.9% 123 7.32%
BCM
4528
Brightline Capital Management
Florida
$127M +$20.9M +20% 28.8% 778% 16 56.25%
BGC
4529
Blue Grotto Capital
Georgia
$127M 6.22% 283% 20
HFA
4530
HC Financial Advisors
California
$127M +$10.6M +9% 7.39% 31.2% 70 10%
AMAL
4531
Asset Management Advisors LLC
Oklahoma
$127M +$9.06M +8% 10.6% 124% 23 8.7%
NRC
4532
North Run Capital
Massachusetts
$127M -$5.92M -4% 12.6% 19.4% 22 9.09%
YCM
4533
Yost Capital Management
Texas
$127M +$43.5M +52% 16.9% 125% 9 33.33%
TA
4534
Trellis Advisors
Washington
$127M +$9.01M +8% 7.66% 23.3% 54 12.96%
PBF
4535
Petix & Botte Financial
California
$127M 4.94% 36.5% 81
KCM
4536
Kendall Capital Management
Maryland
$127M +$13.9M +12% 10.1% 84.4% 116 5.17%
MCG
4537
MACRO Consulting Group
New Jersey
$127M +$9.58M +8% 4.5% 67 11.94%
LWM
4538
Liberty Wealth Management
California
$127M +$21.2M +20% 9.25% 55.5% 987 15.2%
FMTCOCP
4539
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$127M +$2.82M +2% 7.3% 60.9% 335 10.75%
MA
4540
Modus Advisors
Minnesota
$127M 6.38% 69.8% 72
PIA
4541
Perennial Investment Advisors
California
$127M 10.2% 68.4% 129
LFGH
4542
Lee Financial Group Hawaii
Hawaii
$127M +$14.6M +13% 6.57% 12.9% 27 7.41%
DMPV
4543
Delphi Management Partners VIII
California
$127M 43.3% 5
DCM
4544
Davidson Capital Management
Texas
$127M 10.8% 64% 66
YAL
4545
Your Advocates Ltd
Texas
$127M 6.26% 42.5% 28
AFA
4546
Abacus FCF Advisors
Florida
$127M +$5.39M +4% 9.82% 142% 105 20%
AAM
4547
Ameraudi Asset Management
New York
$126M 5.49% 40.2% 40
DMBA
4548
Deseret Mutual Benefit Administrators
Utah
$126M 7.63% 51.4% 3
IVGAI
4549
Index Venture Growth Associates I
Jersey
$126M -$1.32M -1% 16.5% 30.9% 2 50%
RCA
4550
Rex Capital Advisors
Rhode Island
$126M +$9.36M +8% 9.48% 7.31% 17 0%