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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
SFCL
4726
Strengthening Families & Communities LLC
Massachusetts
$167M -$24.6M -13% 567
RI
4727
Rinkey Investments
California
$167M +$34.7M +26% 55
TPW
4728
Transatlantique Private Wealth
New York
$167M +$17.6M +12% 216
AA
4729
Addison Advisors
Vermont
$167M +$5.76M +4% 826
AA
4730
Alta Advisers
United Kingdom
$167M +$8.26M +5% 385
IFA
4731
Interactive Financial Advisors
Illinois
$167M -$5.38M -3% 171
SCM
4732
Solas Capital Management
Connecticut
$167M +$2.72M +2% 32
STAS
4733
Strong Tower Advisory Services
Minnesota
$167M -$1.66M -1% 101
MTIC
4734
Missouri Trust & Investment Company
Missouri
$167M +$13.8M +9% 359
LAM
4735
Lountzis Asset Management
Pennsylvania
$167M +$19.2M +13% 31
IIA
4736
ICW Investment Advisors
Arizona
$167M +$17.6M +12% 124
IFO
4737
Independent Family Office
New York
$166M -$36.4M -18% 68
HCM
4738
Hall Capital Management
Rhode Island
$166M +$16.1M +11% 92
PWA
4739
Phoenix Wealth Advisors
North Carolina
$166M +$66.4M +66% 123
ACM
4740
AREX Capital Management
New York
$166M +$15.7M +10% 19
KFO
4741
Kopp Family Office
Minnesota
$166M +$43.3M +35% 23
UMC
4742
UNC Management Company
North Carolina
$166M -$12.7M -7% 5
FCCM
4743
First City Capital Management
Georgia
$166M +$14.4M +9% 167
SPG
4744
Snow Phipps Group
New York
$166M -$19.2M -10% 2
LC
4745
Littlejohn & Co
Connecticut
$166M -$22.7M -12% 98
FDS
4746
First Dallas Securities
Texas
$166M +$20.4M +14% 125
QM
4747
QVIDTVM Management
Texas
$166M +$18.1M +12% 15
WF
4748
Whelan Financial
California
$166M +$20.3M +14% 30
SA
4749
Stonebridge Advisors
Connecticut
$166M +$40.4M +32% 4
SVBP
4750
Strategic Value Bank Partners
Ohio
$166M +$15.4M +10% 23