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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
PP
4626
Praetorian PR
Puerto Rico
$202M +$35.6M +21% 8.68% 80.3% 32 21.88%
WOC
4627
West Oak Capital
California
$201M -$4.43M -2% 2.39% 110% 326 2.45%
WC
4628
Weil Company
California
$201M -$23.4M -10% 4.24% 60.7% 154 19.48%
DCM
4629
Davidson Capital Management
Texas
$201M +$719K +0.4% 3.06% 79.2% 86 8.14%
BTIM
4630
BancFirst Trust & Investment Management
Oklahoma
$201M +$29.4M +17% 1.8% 44.9% 49 16.33%
TPWM
4631
Twelve Points Wealth Management
Massachusetts
$201M +$12.9M +7% 2.65% 50.7% 176 9.66%
FC
4632
Finepoint Capital
Massachusetts
$201M -$88.3M -31% 12.5% 27.4% 39 28.21%
SHFP
4633
Second Half Financial Partners
Florida
$201M -$237M -54% 2.82% 36.8% 157 76.43%
ACM
4634
Allred Capital Management
Texas
$201M -$3.08M -2% 2.52% 73.5% 161 6.83%
AIM
4635
Atlantic Investment Management
New York
$201M -$2.41M -1% 2.77% 28.8% 11 36.36%
VSCP
4636
Vesey Street Capital Partners
New York
$201M -$52.2M -21% 20.6% 47.8% 1 0%
CIC
4637
Chase Investment Counsel
Virginia
$200M +$2.14M +1% 0.16% 350% 133 45.86%
ATC
4638
Adirondack Trust Company
New York
$200M -$13.6M -6% 3.29% 84.9% 496 9.27%
AFG
4639
ABLE Financial Group
Arizona
$200M +$6.86M +4% 3.39% 57.8% 160 25.63%
STAS
4640
Strong Tower Advisory Services
Minnesota
$200M -$11.2M -5% 2.24% 131% 91 4.4%
IPW
4641
Intergy Private Wealth
Colorado
$200M -$4.28M -2% 3.68% 67.6% 76 10.53%
HRC
4642
Hoertkorn Richard Charles
$200M -$7.74M -4% 3.29% 172% 86 6.98%
CGFA
4643
Colton Groome Financial Advisors
North Carolina
$200M -$13.6M -6% 3.77% 59.3% 126 20.63%
WLPWM
4644
Walled Lake Planning & Wealth Management
Illinois
$200M -$5.89M -3% 4.46% 51.7% 104 4.81%
LPP
4645
Long Path Partners
Connecticut
$200M -$27.8M -12% 3.79% 9.18% 20 55%
GA
4646
GoalVest Advisory
New York
$200M +$5.82M +3% 3.56% 86.8% 486 27.78%
RW
4647
Rede Wealth
Virginia
$199M -$11.2M -5% 0.05% 80.9% 100 21%
TWP
4648
Tempus Wealth Planning
California
$199M -$22.2M -10% 3.29% 89.9% 196 20.41%
GFWA
4649
Grey Fox Wealth Advisors
Delaware
$199M +$5.11M +3% 3.52% 41.9% 105 10.48%
GRIM
4650
Greenhaven Road Investment Management
Connecticut
$199M +$1.93M +1% 5.36% 70.2% 36 30.56%