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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
VBFG
4601
Vishria Bird Financial Group
Tennessee
$203M +$22M +12% 6.26% 74.3% 59 10.17%
BCIMC
4602
Boyu Capital Investment Management Company
Hong Kong
$203M -$293M -59% 4.2% 9 44.44%
SEEDPG
4603
S.E.E.D. Planning Group
New York
$203M +$20.9M +11% 5.31% 45.1% 86 15.12%
MIM
4604
Moseley Investment Management
Florida
$203M +$22.5M +12% 8.66% 96.6% 183 13.66%
PIC
4605
Portland Investment Counsel
Ontario, Canada
$203M +$21.7M +12% 5.94% 108% 42 7.14%
GWM
4606
Graybill Wealth Management
Illinois
$203M +$14M +7% 7.67% 55 3.64%
RHI
4607
Richmond Hill Investments
New York
$202M +$7.98M +4% 6.42% 55.2% 10 30%
ACM
4608
Allred Capital Management
Texas
$202M -$18.9M -9% 7.98% 73.5% 853 78.78%
BWL
4609
Beacon Wealthcare LLC
North Carolina
$202M +$14.8M +8% 5.35% 42% 14 21.43%
DR
4610
Davis Rea
Ontario, Canada
$202M +$14.4M +8% 8.71% 45.7% 59 3.39%
SV
4611
Sturgeon Ventures
United Kingdom
$201M +$28.4M +16% 15.4% 85.9% 46 10.87%
TW
4612
Towerpoint Wealth
California
$201M -$7.19M -3% 4.51% 62.4% 80 6.25%
HIC
4613
Harbor Island Capital
Massachusetts
$201M +$8.46M +4% 4.83% 231% 15 0%
PC
4614
Plaisance Capital
Colorado
$201M +$94.9M +90% 8.25% 64 70.31%
SFSG
4615
Sound Financial Strategies Group
Mississippi
$201M +$5.54M +3% 3.8% 26.4% 112 47.32%
PCMK
4616
Paragon Capital Management (Kansas)
Kansas
$200M +$1.05M +0.5% 7.05% 87.5% 70 10%
SIC
4617
Shoker Investment Counsel
Ohio
$200M +$9.97M +5% 4.36% 83.8% 97 8.25%
RWM
4618
Rench Wealth Management
Texas
$200M +$8.19M +4% 4.51% 106% 41 7.32%
MCA
4619
Mercer Capital Advisers
New Jersey
$200M +$13.5M +7% 6.45% 59.6% 159 1.26%
AA
4620
AF Advisors
California
$200M +$11.6M +6% 3.67% 76.5% 24 50%
HCM
4621
Highlander Capital Management
New Jersey
$200M +$8.98M +5% 5.97% 34.4% 652 7.67%
GCM
4622
Gibraltar Capital Management
Oklahoma
$200M +$5.75M +3% 5.8% 56.6% 74 14.86%
AG
4623
AlphaSimPlex Group
Massachusetts
$200M -$39M -16% 8.29% 35.5% 278 31.65%
AI
4624
Acuitas Investments
Washington
$200M +$25.7M +15% 10.9% 145% 77 19.48%
IVAI
4625
Index Venture Associates III
Jersey
$200M -$183M -48% 4.55% 1 0%