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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
CFGF
5126
Compass Financial Group (Florida)
Florida
$167M -$33.9M -17% 4.18% 36.3% 32 12.5%
BCM
5127
BCK Capital Management
Connecticut
$167M +$18.3M +12% 5.76% 161% 194 64.43%
GIM
5128
Greenwich Investment Management
Connecticut
$167M +$19.6M +13% 1.75% 78 20.51%
PSC
5129
Prentiss Smith & Co
Vermont
$167M -$45M -21% 7.91% 55.2% 86 23.26%
ATWA
5130
Arbor Trust Wealth Advisors
Michigan
$167M -$6.85M -4% 3.12% 52.8% 108 12.04%
SAM
5131
Sandbar Asset Management
United Kingdom
$167M -$33.6M -17% 0.39% 128% 73 57.53%
AWM
5132
AllSquare Wealth Management
New York
$167M -$5.18M -3% 3.21% 62.4% 543 10.31%
SCM
5133
Sterneck Capital Management
Missouri
$167M -$2.51M -1% 3.88% 52.9% 112 13.39%
BCM
5134
Brookmont Capital Management
Texas
$167M -$22.6M -12% 9.16% 36.6% 61 6.56%
SIAG
5135
Signet Investment Advisory Group
Rhode Island
$166M -$9.59M -5% 1.12% 59.9% 86 3.49%
OCM
5136
Orion Capital Management
California
$166M -$9.84M -6% 6.07% 66.8% 428 17.52%
SIP
5137
Scott Investment Partners
United Kingdom
$166M +$6.05M +4% 1.74% 44% 44 0%
CCM
5138
Crestwood Capital Management
New York
$166M -$57.2M -26% 15.6% 129% 25 32%
RCC
5139
Red Cedar Capital
Nebraska
$166M -$9.45M -5% 3.61% 43% 177 6.21%
BSI
5140
Bennett Selby Investments
Maine
$166M -$7.14M -4% 8.82% 69.8% 70 27.14%
MSDF
5141
Michael & Susan Dell Foundation
New York
$166M +$27.4M +20% 9.71% 120% 5 40%
JHWEPV
5142
J.H. Whitney Equity Partners VII
Connecticut
$166M -$194M -54% 53.9% 519% 1 0%
DWMG
5143
DB Wealth Management Group
California
$166M -$3.13M -2% 4.09% 19% 402 32.84%
TCMP
5144
Thrive Capital Management (Pennsylvania)
Pennsylvania
$166M +$12.2M +8% 4.39% 43.2% 119 33.61%
MLIM
5145
Mountain Lake Investment Management
Florida
$166M -$43.5M -21% 36.4% 79.5% 30 30%
NFG
5146
Norris Financial Group
South Carolina
$166M -$113K -0.1% 2.19% 122% 109 44.04%
GIA
5147
G2VP I Associates
California
$166M -$13.6M -8% 7.57% 1 0%
CSB
5148
City State Bank
Iowa
$166M +$3.25M +2% 1.47% 72.5% 718 12.95%
TCB
5149
Texas Capital Bancshares
Texas
$165M -$1.77M -1% 3.91% 175% 91 17.58%
SSCM
5150
Summit Street Capital Management
New York
$165M +$4.95M +3% 3.25% 144% 32 3.13%