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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
RCA
5226
Ranch Capital Advisors
Florida
$212M +$20.9M +11% 8.92% 82% 157 8.92%
FA
5227
Forefront Analytics
Pennsylvania
$212M +$3.12M +1% 6.63% 33.5% 71 9.86%
HIA
5228
HTG Investment Advisors
Connecticut
$212M +$26.4M +14% 8.79% 51.8% 67 11.94%
SC
5229
Scholtz & Company
Connecticut
$212M -$22.9M -10% 3.66% 82.6% 57 22.81%
AA
5230
ACT Advisors
North Carolina
$212M +$19.8M +10% 5.97% 69.8% 58 27.59%
BWS
5231
BCR Wealth Strategies
Alabama
$212M +$58.2M +38% 5.73% 34.4% 33 36.36%
G
5232
Gainplan
Michigan
$212M +$4.55M +2% 6.15% 93.3% 64 4.69%
OFS
5233
OMC Financial Services
New York
$212M -$722K -0.3% 5.91% 60 0%
TP
5234
TenCore Partners
New York
$211M -$48.4M -19% 6.93% 64.8% 14 28.57%
HIC
5235
Harbor Island Capital
Massachusetts
$211M -$20.8M -9% 2.51% 231% 15 0%
BIA
5236
Beacon Investment Advisors
Maryland
$211M +$15.8M +8% 6.61% 64.3% 154 3.25%
SV
5237
Stilwell Value
New York
$211M +$19.3M +10% 51.7% 93.8% 36 13.89%
NWM
5238
Napa Wealth Management
California
$211M +$63.2M +43% 5.9% 182 51.1%
HPFG
5239
Hart & Patterson Financial Group
Massachusetts
$211M +$9.28M +5% 5.37% 73 8.22%
EHWM
5240
Eads & Heald Wealth Management
Georgia
$211M +$4.09M +2% 8.34% 70.2% 148 5.41%
TW
5241
Towerpoint Wealth
California
$211M +$10.7M +5% 6.02% 62.4% 87 9.2%
GSB
5242
Greenfield Savings Bank
Massachusetts
$211M +$16.4M +8% 8.15% 97.3% 155 9.68%
SEM
5243
Strategic Equity Management
Arizona
$211M +$57.4M +37% 5.74% 54.6% 55 20%
EC
5244
Eaton-Cambridge
Arizona
$211M +$15.4M +8% 5.12% 31 6.45%
TBC
5245
Ted Buchan & Co
California
$211M +$24.4M +13% 5.56% 61% 90 11.11%
WPM
5246
Worldly Partners Management
Massachusetts
$210M +$24.1M +13% 15.5% 19.9% 3 0%
UAM
5247
Unison Asset Management
Florida
$210M +$12.8M +6% 6.55% 84% 35 8.57%
WGCA
5248
Wolf Group Capital Advisors
Virginia
$210M -$43.5M -17% 7.2% 28.2% 142 38.03%
SIMC
5249
Squire Investment Management Company
Utah
$210M +$33.9M +19% 6.61% 62 11.29%
MRCM
5250
Mill Road Capital Management
Connecticut
$210M +$22.5M +12% 6.76% 38.3% 24 12.5%