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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
AA
4926
Alta Advisers
United Kingdom
$167M +$8.2M +5% 6.57% 114% 386 2.85%
IFA
4927
Interactive Financial Advisors
Illinois
$167M -$5.38M -3% 7.16% 47.6% 171 4.09%
SCM
4928
Solas Capital Management
Connecticut
$167M +$2.72M +2% 7.95% 62.5% 32 50%
STAS
4929
Strong Tower Advisory Services
Minnesota
$167M -$1.66M -1% 8.1% 131% 101 14.85%
MTIC
4930
Missouri Trust & Investment Company
Missouri
$167M +$13.8M +9% 11.8% 65.1% 359 4.18%
LAM
4931
Lountzis Asset Management
Pennsylvania
$167M +$19.2M +13% 10.7% 144% 31 6.45%
IIA
4932
ICW Investment Advisors
Arizona
$167M +$17.6M +12% 13% 50.1% 124 1.61%
IFO
4933
Independent Family Office
New York
$166M -$36.4M -18% 9.13% 68.4% 68 1.47%
HCM
4934
Hall Capital Management
Rhode Island
$166M +$16.1M +11% 9.27% 92 3.26%
PWA
4935
Phoenix Wealth Advisors
North Carolina
$166M +$66.4M +66% 9.41% 60.1% 123 26.02%
ACM
4936
AREX Capital Management
New York
$166M +$15.7M +10% 15.5% 36.2% 19 21.05%
KFO
4937
Kopp Family Office
Minnesota
$166M +$43.3M +35% 12.1% 34% 23 39.13%
UMC
4938
UNC Management Company
North Carolina
$166M -$12.7M -7% 11.5% 92% 5 60%
FCCM
4939
First City Capital Management
Georgia
$166M +$14.4M +9% 12.7% 76.5% 167 9.58%
SPG
4940
Snow Phipps Group
New York
$166M -$19.2M -10% 10.4% 89.2% 2 0%
FDS
4941
First Dallas Securities
Texas
$166M +$20.4M +14% 16% 163% 124 15.32%
QM
4942
QVIDTVM Management
Texas
$166M +$18.1M +12% 16.4% 19.5% 15 26.67%
WF
4943
Whelan Financial
California
$166M +$20.3M +14% 5.15% 57.9% 30 13.33%
SA
4944
Stonebridge Advisors
Connecticut
$166M +$40.4M +32% 0.63% 3.35% 4 25%
SVBP
4945
Strategic Value Bank Partners
Ohio
$166M +$15.4M +10% 10.1% 98.1% 23 8.7%
CFCI
4946
Comprehensive Financial Consultants Institutional
Indiana
$166M +$13.9M +9% 12.3% 70.2% 172 20.35%
GCA
4947
GSI Capital Advisors
California
$165M -$43.1M -21% 5.35% 39.7% 37 37.84%
SL
4948
SWMG LLC
Texas
$165M +$12M +8% 6.53% 61.3% 90 35.56%
GCM
4949
Gallacher Capital Management
Colorado
$165M 6.55% 70.7% 230
CRI
4950
Commonwealth Retirement Investments
Virginia
$165M 14.6% 84.4% 67