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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
IPW
4951
IronBridge Private Wealth
Texas
$205M +$20.7M +11% 9.32% 122% 54 48.15%
SBF
4952
Sara-Bay Financial
Florida
$205M +$7.87M +4% 7.21% 231% 78 8.97%
SCM
4953
Stonebridge Capital Management
California
$205M +$22M +12% 9.37% 77 3.9%
EL
4954
EWA LLC
Pennsylvania
$205M +$50.7M +33% 11.5% 102% 153 32.03%
TFA
4955
Trinity Financial Advisors
Ohio
$205M +$16.8M +9% 9.13% 69.5% 78 11.54%
RPCA
4956
Running Point Capital Advisors
California
$205M +$32.5M +19% 9.92% 52.1% 172 20.35%
OPL
4957
Orland Properties Ltd
British Virgin Islands
$205M +$15.9M +8% 22.6% 77.6% 15 13.33%
BO
4958
Bank OZK
Arkansas
$205M +$22.6M +12% 12.2% 112% 149 10.74%
HA
4959
Hanover Advisors
South Carolina
$205M 8.62% 87
LCC
4960
Lincoln Capital Corp
Rhode Island
$205M +$19.1M +10% 12.3% 73.9% 82 17.07%
SVBP
4961
Strategic Value Bank Partners
Ohio
$205M +$40.2M +24% 26.1% 98.1% 25 4%
NFSG
4962
Newbridge Financial Services Group
Florida
$205M +$5.73M +3% 13.2% 164% 1,367 23.99%
QC
4963
Quantedge Capital
Singapore
$205M +$21.3M +12% 13% 110% 144 43.75%
CPC
4964
Congress Park Capital
New York
$205M +$12.4M +6% 12.7% 95.6% 124 12.9%
HB
4965
Horizon Bancorp
Indiana
$205M +$48.3M +31% 7.72% 33.4% 255 7.06%
CIA
4966
Cape Investment Advisory
Georgia
$205M +$28.1M +16% 10.2% 65.2% 1,232 32.71%
SAM
4967
Soviero Asset Management
New York
$204M +$50.8M +33% 17.8% 676% 47 59.57%
DFG
4968
Dupree Financial Group
Kentucky
$204M 6.36% 56
NFG
4969
Northeast Financial Group
Pennsylvania
$204M +$41.4M +25% 8.66% 31.6% 74 17.57%
HNWA
4970
Henrickson Nauta Wealth Advisors
Michigan
$204M +$40.3M +25% 11.5% 61.6% 74 22.97%
KCM
4971
Kennicott Capital Management
California
$204M +$28.4M +16% 15.3% 85.5% 40 10%
ICM
4972
IMS Capital Management
Oregon
$204M +$36.1M +22% 16.2% 119% 147 16.33%
FC
4973
Fore Capital
New York
$204M -$25M -11% 1.57% 25.4% 40 35%
DMC
4974
DSC Meridian Capital
New York
$204M 3.99% 12
PWMG
4975
Private Wealth Management Group
New Jersey
$204M 9.86% 1,518