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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
CCM
4651
Cota Capital Management
California
$199M -$286K -0.1% 3.09% 46% 13 30.77%
VEI
4652
Vesa Equity Investment
Luxembourg
$199M -$112M -36% 36% 2.97% 1 0%
NFSG
4653
Newbridge Financial Services Group
Florida
$199M -$5.53M -3% 3.12% 164% 1,431 15.65%
DLPIC
4654
Davide Leone & Partners Investment Company
United Kingdom
$199M -$176M -47% 6.41% 64.1% 8 62.5%
OPW
4655
Oxler Private Wealth
New York
$199M -$11.1M -5% 3.26% 92.6% 90 1.11%
MPW
4656
Monterey Private Wealth
California
$199M -$7.52M -4% 3.61% 29.8% 105 10.48%
FWA
4657
FSM Wealth Advisors
Ohio
$199M -$570K -0.3% 3.11% 62.8% 173 21.39%
BIG
4658
Boothe Investment Group
Delaware
$199M +$9.87M +5% 2.81% 59.8% 37 18.92%
ILI
4659
Invesco LLC (Illinois)
Illinois
$199M -$4.8M -2% 1% 113% 164 10.98%
SFA
4660
Spectrum Financial Alliance
Kentucky
$198M -$12M -6% 6.01% 185% 15 20%
TAM
4661
Townsend Asset Management
North Carolina
$198M -$10.5M -5% 3.57% 77% 205 10.73%
BWM
4662
BigSur Wealth Management
Florida
$198M -$10.9M -5% 2.42% 83.1% 126 12.7%
BHA
4663
Beech Hill Advisors
New York
$198M -$7.4M -4% 3.78% 105% 89 5.62%
FBT
4664
First Bankers Trust
Kentucky
$198M -$5.97M -3% 3.41% 78.9% 120 6.67%
CC
4665
Corton Capital
Ontario, Canada
$198M -$14.9M -7% 4.08% 225% 567 52.91%
OWIM
4666
Old West Investment Management
California
$198M +$7.03M +4% 7.83% 242% 47 21.28%
RWM
4667
Reston Wealth Management
Virginia
$198M -$12.1M -6% 3.58% 60.7% 55 20%
MIM
4668
MTM Investment Management
South Carolina
$198M -$6.82M -3% 2.9% 80.5% 266 6.77%
ITIM
4669
Indiana Trust & Investment Management
Indiana
$198M +$2.12M +1% 3.29% 104% 451 77.61%
SGH
4670
Sivik Global Healthcare
Connecticut
$198M -$230M -54% 7.37% 53.8% 45 31.11%
SC
4671
Schulhoff & Co
Ohio
$198M -$17.2M -8% 3.57% 51.8% 123 6.5%
BCC
4672
Bridge City Capital
Oregon
$198M -$13.4M -6% 3% 120% 102 12.75%
MWP
4673
Madison Wealth Partners
Wisconsin
$198M -$16.3M -8% 3.93% 66.9% 97 7.22%
MFG
4674
Monte Financial Group
Connecticut
$198M -$7.48M -4% 2.19% 57.9% 84 3.57%
KA
4675
Kooman & Associates
Pennsylvania
$198M -$4.33M -2% 2.96% 59.9% 43 9.3%