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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
WCM
4526
Wunderlich Capital Managemnt
Tennessee
$203M -$983K -0.5% 1.01% 33.6% 92 2.17%
LFGO
4527
Legacy Financial Group (Oklahoma)
Oklahoma
$203M +$2.42M +1% 2.75% 49.2% 73 9.59%
WE
4528
Wealth Effects
Massachusetts
$203M -$24.7M -11% 8.7% 160% 208 8.17%
ACM
4529
Azarias Capital Management
Pennsylvania
$202M +$82.8M +69% 19% 93.1% 22 9.09%
PP
4530
Praetorian PR
Puerto Rico
$202M +$35.6M +21% 8.68% 107% 32 21.88%
WOC
4531
West Oak Capital
California
$201M -$4.43M -2% 2.39% 110% 326 2.45%
WC
4532
Weil Company
California
$201M -$23.4M -10% 4.24% 51.9% 154 19.48%
DCM
4533
Davidson Capital Management
Texas
$201M +$719K +0.4% 3.06% 79.2% 86 8.14%
BTIM
4534
BancFirst Trust & Investment Management
Oklahoma
$201M +$29.4M +17% 1.8% 44.9% 49 16.33%
TPWM
4535
Twelve Points Wealth Management
Massachusetts
$201M +$12.9M +7% 2.65% 42.6% 176 9.66%
FC
4536
Finepoint Capital
Massachusetts
$201M -$88.3M -31% 12.5% 24.8% 39 28.21%
ACM
4537
Allred Capital Management
Texas
$201M -$3.08M -2% 2.52% 58.6% 161 6.83%
AIM
4538
Atlantic Investment Management
New York
$201M -$2.41M -1% 2.77% 34% 11 36.36%
VSCP
4539
Vesey Street Capital Partners
New York
$201M -$52.2M -21% 20.6% 43.8% 1 0%
CIC
4540
Chase Investment Counsel
Virginia
$200M +$2.14M +1% 0.16% 262% 133 45.86%
ATC
4541
Adirondack Trust Company
New York
$200M -$13.6M -6% 3.29% 84.9% 496 9.27%
AFG
4542
ABLE Financial Group
Arizona
$200M +$6.86M +4% 3.39% 57.8% 160 25.63%
STAS
4543
Strong Tower Advisory Services
Minnesota
$200M -$11.2M -5% 2.24% 131% 91 4.4%
IPW
4544
Intergy Private Wealth
Colorado
$200M -$4.28M -2% 3.68% 67.6% 76 10.53%
HRC
4545
Hoertkorn Richard Charles
$200M -$7.74M -4% 3.29% 172% 86 6.98%
CGFA
4546
Colton Groome Financial Advisors
North Carolina
$200M -$13.6M -6% 3.77% 59.3% 126 20.63%
WLPWM
4547
Walled Lake Planning & Wealth Management
Illinois
$200M -$5.89M -3% 4.46% 51.7% 104 4.81%
LPP
4548
Long Path Partners
Connecticut
$200M -$27.8M -12% 3.79% 4.33% 20 55%
GA
4549
GoalVest Advisory
New York
$200M +$5.82M +3% 3.56% 86.8% 486 27.78%
RW
4550
Rede Wealth
Virginia
$199M -$11.2M -5% 0.05% 80.5% 100 21%