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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 Avg Holding
Period (Yrs)
CC
5176
Codex Capital
New York
$205M +$33.6M +20% 22.9% 84.4% 38 5.26% 2.8
CNB Bank
5177
CNB Bank
Pennsylvania
$205M +$18.8M +10% 10% 91.6% 513 9.16% 3.7
Retirement Guys Formula
5178
Retirement Guys Formula
Ohio
$205M +$18.6M +10% 7.2% 75.7% 153 36.6% 1.2
BOCM
5179
Bontempo Ohly Capital Management
Maryland
$205M -$1.33M -0.6% 7.13% 49.6% 37 10.81% 4.4
SCA
5180
Sander Capital Advisors
Washington
$205M +$9.6M +5% 7.35% 113% 16 6.25% 3.3
Revolution Growth Management Company
5181
Revolution Growth Management Company
District of Columbia
$205M -$34.3M -14% 39.1% 23.5% 3 0% 2
Ironwood Investment Management
5182
Ironwood Investment Management
Massachusetts
$205M +$14.6M +8% 16.2% 164% 182 12.09% 6.1
GCM
5183
Granby Capital Management
Florida
$205M +$45.4M +29% 6.18% 50% 20 0% 1.6
AW
5184
Atlas Wealth
Ohio
$205M +$21.2M +12% 6.8% 43.5% 89 23.6% 1
Canopy Partners
5185
Canopy Partners
Ohio
$205M +$40.5M +25% 10.2% 108% 202 20.79% 0.2
First County Bank
5186
First County Bank
Connecticut
$205M -$1.68M -0.8% 8.83% 101% 169 5.92% 1.1
Westwood Wealth Management
5187
Westwood Wealth Management
California
$204M +$74.8M +58% 36.3% 495% 42 21.43% 1.6
Eastover Investment Advisors
5188
Eastover Investment Advisors
North Carolina
$204M +$15.3M +8% 11.4% 105% 52 26.92% 2.3
Autumn Glory Partners
5189
Autumn Glory Partners
Texas
$204M +$28.9M +16% 9.41% 76% 177 11.3% 1.2
25 LLC
5190
25 LLC
Missouri
$204M +$10.3M +5% 4.53% 48.7% 52 15.38% 0.8
Bridgewealth Advisory Group
5191
Bridgewealth Advisory Group
California
$204M +$73.8M +57% 4.22% 39.1% 89 19.1% 0.8
HIS
5192
Horizon Investment Services
Indiana
$204M +$19.1M +10% 18.2% 250% 126 24.6% 2.9
Seven Grand Managers
5193
Seven Grand Managers
New York
$204M +$99.5M +95% 27.8% 281% 66 83.33% 0.1
Unique Wealth Strategies
5194
Unique Wealth Strategies
Illinois
$204M +$54.3M +36% 10.4% 96.9% 217 56.22% 0.1
Medina Value Partners
5195
Medina Value Partners
California
$204M +$41.9M +26% 14.5% 80% 16 43.75% 0.6
Bayshore Asset Management
5196
Bayshore Asset Management
Florida
$204M +$14.2M +7% 6.66% 66.1% 42 21.43% 1.5
Siemens Pension Trust
5197
Siemens Pension Trust
Germany
$204M -$76.6M -27% 27.3% 25.4% 1 0% 1.3
Planned Solutions
5198
Planned Solutions
California
$204M -$9.9M -5% 6.74% 68.3% 585 82.74% 2
NERM
5199
New England Research & Management
Illinois
$204M +$15M +8% 6.86% 65% 175 21.14% 3.6
NAH
5200
Neumann Advisory (HK)
Hong Kong
$204M -$58.4M -22% 18.1% 77.3% 15 6.67% 3.9