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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
KC
5226
Kinloch Capital
Virginia
$130M +$11.9M +10% 11.9% 48.9% 231 74.03%
RCF
5227
Rainwater Charitable Foundation
Texas
$130M -$5.45M -4% 6.34% 40.2% 2 0%
EGVF
5228
ESA Global Value Fund
Cayman Islands
$130M +$2.86M +2% 3.23% 5 0%
RCM
5229
RVB Capital Management
New York
$130M +$11.8M +10% 9.28% 10.4% 38 36.84%
D
5230
Diversified
Delaware
$130M +$12.5M +11% 3.06% 34.4% 356 74.72%
SFMG
5231
Sage Financial Management Group
Virginia
$130M +$2.39M +2% 4.38% 47.3% 123 75.61%
WEPOG
5232
Wealth Enhancement & Preservation of GA
Georgia
$130M +$14M +12% 12.3% 82.2% 59 28.81%
IDBONY
5233
Israel Discount Bank of New York
New York
$130M -$7.54M -5% 4.09% 37.3% 83 4.82%
TCM
5234
Trybe Capital Management
Connecticut
$129M -$6.29M -5% 1.88% 327% 15 26.67%
HCMT
5235
Highland Capital Management (Texas)
Texas
$129M +$33.7M +35% 1.64% 11 45.45%
TFA
5236
Trinity Financial Advisors
Ohio
$129M +$19M +17% 6.84% 69.5% 61 26.23%
NWA
5237
Navis Wealth Advisors
New York
$129M +$18.4M +17% 5.93% 142% 184 52.17%
TC
5238
Tatro Capital
Kentucky
$129M +$21.8M +20% 4.7% 109 36.7%
SIAG
5239
Signet Investment Advisory Group
Rhode Island
$129M +$2.38M +2% 5.83% 59.9% 217 65.9%
MPPW
5240
Mitchell & Pahl Private Wealth
Oklahoma
$129M +$10M +8% 7.05% 75.2% 152 4.61%
WDG
5241
Wealth Dimensions Group
Ohio
$129M +$13M +11% 5.97% 57.1% 121 9.92%
GPA
5242
Garrison Point Advisors
California
$129M +$4.5M +4% 6.17% 69.7% 142 2.82%
BFM
5243
Broadview Financial Management
Wisconsin
$129M -$1.68M -1% 7.02% 41.8% 46 4.35%
BRG
5244
Bay Rivers Group
Virginia
$129M +$9.25M +8% 4.44% 166% 75 12%
BSI
5245
Bennett Selby Investments
Maine
$129M +$11.1M +9% 3.19% 69.8% 53 11.32%
DIS
5246
Diversified Investment Strategies
Louisiana
$129M +$699K +0.5% 16.8% 86% 43 6.98%
PWA
5247
Phoenix Wealth Advisors
North Carolina
$129M -$3.09M -2% 3.87% 55% 370 10.27%
JC
5248
Jentner Corp
Ohio
$128M +$26.6M +26% 1.47% 38.9% 30 13.33%
NIMC
5249
Nierenberg Investment Management Company
Washington
$128M +$20.2M +19% 33% 167% 38 28.95%
PS
5250
Planned Solutions
California
$128M +$3.2M +3% 6.72% 60.8% 467 87.15%