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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
BCM
4626
BCK Capital Management
Connecticut
$200M +$17.8M +10% 11.9% 161% 170 40.59%
EP
4627
EPIQ Partners
Minnesota
$200M +$24.9M +14% 6.87% 44.3% 93 11.83%
CPC
4628
Congress Park Capital
New York
$200M +$20.6M +12% 7.49% 95.6% 150 24%
HIM
4629
Harbour Investment Management
Washington
$200M +$11.9M +6% 6.56% 58.8% 86 5.81%
TPM
4630
Totem Point Management
New York
$200M -$26.6M -12% 18.7% 577% 20 30%
CWM
4631
Curi Wealth Management
North Carolina
$199M +$41.5M +26% 5.81% 16.2% 94 6.38%
GCC
4632
Game Creek Capital
Massachusetts
$199M +$20.6M +12% 7.61% 176% 75 20%
AGA
4633
Accuvest Global Advisors
Utah
$199M +$12.3M +7% 10.1% 130% 124 44.35%
LC
4634
LCNB Corp
Ohio
$199M +$15.3M +8% 5.75% 75.2% 161 6.21%
PCWA
4635
Pacific Capital Wealth Advisors
California
$199M +$19M +11% 3.47% 46.9% 78 17.95%
LCH
4636
Lee Capital Holdings
New York
$199M -$27.5M -12% 9.25% 34.4% 102 56.86%
BE
4637
Bonness Enterprises
District of Columbia
$199M +$11.6M +6% 5.61% 94.6% 40 2.5%
RIA
4638
Recurrent Investment Advisors
Texas
$198M +$40.5M +26% 16.5% 99.7% 45 6.67%
SA
4639
Sycale Advisors
New York
$198M +$17.6M +10% 0.61% 31.5% 28 57.14%
ATC
4640
Adirondack Trust Company
New York
$198M +$10.4M +6% 6.46% 84.9% 413 5.57%
SAM
4641
Soditic Asset Management
United Kingdom
$198M +$3.81M +2% 5.74% 23.4% 18 11.11%
VMV
4642
Venrock Management VI
California
$198M +$18.4M +10% 11.4% 2 0%
EWMCB
4643
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$198M +$12.8M +7% 5.13% 13% 53 18.87%
IIM
4644
Ironwood Investment Management
Massachusetts
$198M +$8.96M +5% 6.13% 164% 173 1.16%
LAS
4645
Lloyd Advisory Services
Georgia
$198M +$14M +8% 4.63% 47.7% 435 17.93%
WC
4646
Weil Company
California
$198M +$21.3M +12% 9.21% 60.7% 160 20.63%
TVWM
4647
Tower View Wealth Management
Wisconsin
$197M +$14.8M +8% 9.02% 132% 210 17.62%
WCM
4648
Wunderlich Capital Managemnt
Tennessee
$197M +$14.6M +8% 6.87% 33.6% 86 10.47%
FFG
4649
Fortem Financial Group
California
$197M +$24.6M +14% 8.53% 179% 178 17.42%
MCP
4650
Martin Capital Partners
Oregon
$197M +$8.84M +5% 3.52% 35.2% 70 4.29%