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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
MC
4601
Mount Capital
United Kingdom
$250M +$12.4M +5% 3.43% 27.9% 18 5.56%
RWM
4602
RBA Wealth Management
California
$250M +$2.79M +1% 2.14% 77.7% 94 7.45%
JA
4603
JVL Associates
Michigan
$249M +$6.77M +3% 3.08% 73.3% 55 9.09%
RCS
4604
Retirement Capital Strategies
California
$249M +$4.78M +2% 3.73% 50.2% 85 41.18%
GL
4605
GHE LLC
Tennessee
$249M +$33M +15% 18.9% 188% 53 1.89%
LEFP
4606
Leading Edge Financial Planning
Tennessee
$249M +$23.5M +10% 0.49% 35.8% 58 20.69%
VW
4607
Veridan Wealth
Oregon
$249M 2.86% 82
CPC
4608
Congress Park Capital
New York
$249M +$23M +10% 5.55% 95.6% 125 15.2%
KA
4609
Kooman & Associates
Pennsylvania
$249M +$8.75M +4% 1.58% 59.9% 45 15.56%
WOC
4610
West Oak Capital
California
$249M +$13.4M +6% 4.09% 110% 339 10.91%
TPCM
4611
Two Point Capital Management
New York
$248M +$5.33M +2% 0.37% 25 4%
PWP
4612
Precedent Wealth Partners
Texas
$248M +$15.6M +7% 0.4% 144 14.58%
GTAM
4613
Global Trust Asset Management
Florida
$248M +$4.66M +2% 2.5% 109% 479 5.64%
NFP
4614
Narus Financial Partners
Utah
$248M +$13.8M +6% 6.48% 89.8% 154 15.58%
BWM
4615
Brown Wealth Management
Illinois
$248M +$6.3M +3% 1% 44.4% 98 17.35%
BWCS
4616
Beirne Wealth Consulting Services
Connecticut
$248M +$12.2M +5% 1.29% 75.4% 103 7.77%
IAM
4617
Infusive Asset Management
New York
$248M -$11.6M -4% 2.27% 40.1% 35 40%
JGIA
4618
Jackson Grant Investment Advisers
Connecticut
$248M +$3.6M +1% 0.63% 45% 411 8.76%
FMTCOCP
4619
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$248M +$3.82M +2% 1.79% 60.9% 445 15.73%
MP
4620
Mediatel Partners
Texas
$248M -$23.3M -9% 8.38% 22.9% 3 0%
MCP
4621
Martin Capital Partners
Oregon
$248M -$13.2M -5% 1.97% 35.2% 71 2.82%
MAM
4622
Mystic Asset Management
Rhode Island
$248M +$5.99M +2% 3.96% 86.7% 171 6.43%
VAS
4623
VR Advisory Services
Cayman Islands
$248M +$36.3M +17% 0.58% 93.7% 47 17.02%
UCB
4624
United Community Bank
South Carolina
$248M -$9.96M -4% 0.48% 60% 395 11.65%
BCH
4625
Berkshire Capital Holdings
California
$247M -$3.18M -1% 16.3% 1,364% 100 24%