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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
USB
5201
Union Savings Bank
Connecticut
$160M -$7.08M -4% 2.85% 302 5.96%
BCM
5202
Brookmont Capital Management
Texas
$160M -$5.51M -3% 2.46% 36.6% 51 7.84%
BP
5203
BCK Partners
New York
$160M +$452K +0.3% 3.38% 44.6% 28 10.71%
WMP
5204
Wealth Management Partners
Arizona
$160M +$1.25M +0.8% 3.02% 179% 122 12.3%
WA1
5205
Wimmer Associates 1
California
$160M -$5.99M -4% 2.12% 78.9% 106 0.94%
AA
5206
Altman Advisors
Illinois
$160M 1.61% 127% 91
GCM
5207
Gallacher Capital Management
Colorado
$160M -$13M -8% 3.56% 70.7% 285 34.39%
KSCM
5208
King Street Capital Management
New York
$160M -$30.9M -16% 0.12% 140% 14 42.86%
SCM
5209
Sitrin Capital Management
California
$160M -$17.9M -10% 0.04% 128% 39 5.13%
IFO
5210
Independent Family Office
New York
$160M -$4.99M -3% 3.69% 68.4% 73 15.07%
BA
5211
Baugh & Associates
Georgia
$160M -$6.2M -4% 4.4% 83.8% 43 11.63%
RFP
5212
Roth Financial Partners
Texas
$160M +$372K +0.2% 4.03% 54.3% 27 11.11%
KC
5213
Kinloch Capital
Virginia
$160M -$8.14M -5% 4.61% 63.4% 72 15.28%
IFA
5214
Invus Financial Advisors
New York
$160M -$27.4M -15% 3.38% 29.5% 8 0%
MI
5215
Moneywise Inc
Virginia
$159M -$1.83M -1% 2.95% 58% 51 5.88%
GSB
5216
Greenfield Savings Bank
Massachusetts
$159M +$11.7M +8% 2.6% 97.3% 149 14.09%
FCCM
5217
First City Capital Management
Georgia
$159M -$10.1M -6% 2.63% 76.5% 172 7.56%
SFG
5218
Sterling Financial Group
California
$159M +$8.43M +6% 3.24% 49.6% 65 13.85%
MP
5219
MVM Partners
Massachusetts
$159M -$57.7M -27% 25.6% 77.3% 3 0%
MVP
5220
Miller Value Partners
Florida
$159M +$7.08M +5% 5.6% 133% 50 16%
TWA
5221
Trellis Wealth Advisors
California
$159M +$8.51M +6% 3.02% 57.2% 36 16.67%
EFMH
5222
E Fund Management (HK)
Hong Kong
$159M +$24.6M +18% 15.2% 163% 52 40.38%
MSAGDF
5223
Moneda SA Administradora General de Fondos
Chile
$159M +$19.4M +14% 3.7% 34.5% 30 20%
DJC
5224
Daily Journal Corp
California
$159M -$4.89M -3% 2.89% 108% 4 0%
TCM
5225
Tieton Capital Management
Washington
$159M +$2.88M +2% 11.6% 172% 33 6.06%