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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
VFM
4726
Valley Financial Management
New York
$180M +$12.9M +8% 9.14% 44 20.45%
HHMI
4727
Howard Hughes Medical Institute
Maryland
$180M -$172M -49% 6.88% 70.9% 40 52.5%
WFG
4728
Wills Financial Group
Virginia
$180M -$505K -0.3% 7.72% 57.5% 63 17.46%
TA
4729
Teramo Advisors
Florida
$179M +$24M +15% 3.05% 62.5% 25 48%
WCM
4730
Wunderlich Capital Managemnt
Tennessee
$179M +$23.2M +15% 9.29% 33.6% 88 20.45%
CT
4731
Columbia Trust
Oregon
$179M +$2.28M +1% 9.66% 36% 144 14.58%
SC
4732
SkyKnight Capital
California
$179M +$5.21M +3% 3.1% 11% 3 0%
DRS
4733
Deane Retirement Strategies
Louisiana
$179M +$16.4M +10% 7.72% 64.7% 79 35.44%
EWM
4734
Essex Woodlands Management
Texas
$179M -$62.6M -26% 10.6% 55% 7 0%
EC
4735
EdgeRock Capital
Colorado
$179M +$3.63M +2% 5.81% 71.3% 432 87.04%
CFG
4736
Cambridge Financial Group
Ohio
$179M +$13M +8% 13.2% 32 3.13%
NWM
4737
Northcape Wealth Management
New York
$179M -$102M -36% 10.3% 66% 136 46.32%
FW
4738
FirstPurpose Wealth
Utah
$179M +$27.3M +18% 6.15% 195 26.67%
IAM
4739
Impala Asset Management
Florida
$179M +$31.6M +21% 13.3% 62.6% 37 59.46%
CWA
4740
Centennial Wealth Advisory
Michigan
$179M +$8.86M +5% 5.49% 57.6% 129 19.38%
CNBT
4741
Cornerstone National Bank & Trust
Illinois
$179M -$3.38M -2% 6.47% 33.9% 62 6.45%
ZCM
4742
Zenyatta Capital Management
Delaware
$179M +$6.7M +4% 12.4% 58 74.14%
LWP
4743
Lumature Wealth Partners
Georgia
$179M -$7.74M -4% 8.66% 407 6.88%
HB
4744
Horizon Bancorp
Indiana
$179M 2.31% 33.4% 213
GFPC
4745
Global Financial Private Client
Florida
$179M +$5.04M +3% 9.61% 90.4% 694 7.93%
SCM
4746
SG Capital Management
Illinois
$179M -$35.7M -17% 23.2% 250% 80 72.5%
IAMH
4747
IvyRock Asset Management (HK)
Hong Kong
$179M +$49.9M +39% 6.94% 76% 17 35.29%
NRCM
4748
Northern Right Capital Management
Connecticut
$179M -$9.98M -5% 4.29% 187% 26 30.77%
TDWM
4749
Topel & Distasi Wealth Management
California
$179M -$2.56M -1% 6.54% 40% 74 12.16%
AJ
4750
Ashburton (Jersey)
Jersey
$178M +$9.59M +6% 16.2% 47 14.89%