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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
BCM
5226
Bond Capital Management
California
$305M +$195M +178% 13.6% 47.5% 5 20%
TBT
5227
Texas Bank & Trust
Texas
$305M +$38.9M +15% 21% 192 11.98%
AFS
5228
Access Financial Services
Minnesota
$305M +$22.9M +8% 8.26% 44.8% 106 13.21%
BDA
5229
Borer Denton & Associates
Pennsylvania
$305M +$24.5M +9% 8.24% 44.2% 77 18.18%
ACM
5230
Allred Capital Management
Texas
$305M +$30M +11% 16.2% 73.5% 163 5.52%
CAG
5231
Carroll Advisory Group
Texas
$305M +$46.9M +18% 11.7% 75 10.67%
IPW
5232
IronBridge Private Wealth
Texas
$304M -$5.64M -2% 8.8% 122% 53 26.42%
FSCM
5233
First Sabrepoint Capital Management
Texas
$304M +$28.5M +10% 21.5% 218% 38 52.63%
RYIA
5234
Roehl & Yi Investment Advisors
Oregon
$304M +$37.6M +14% 13.1% 205 17.56%
PVM
5235
Palogic Value Management
Texas
$304M +$66.8M +28% 14.3% 31% 211 24.64%
EM
5236
Excalibur Management
Massachusetts
$303M +$25M +9% 13.6% 81.7% 180 13.89%
CCP
5237
Carmel Capital Partners
California
$303M +$26.2M +9% 9.45% 65.1% 160 33.75%
FTIA
5238
Four Tree Island Advisory
New Hampshire
$303M +$105M +53% 60.4% 26 19.23%
BKA
5239
Brick & Kyle Associates
Pennsylvania
$303M $0 0% 17.5% 97.4% 96 0%
DK
5240
David Kennon
Florida
$303M +$23.7M +9% 11.8% 46.9% 46 13.04%
FDS
5241
First Dallas Securities
Texas
$303M +$32.3M +12% 20.3% 163% 136 21.32%
LWMI
5242
Landmark Wealth Management (Illinois)
Illinois
$302M +$37.1M +14% 9.2% 46 13.04%
4WM
5243
44 Wealth Management
Oregon
$302M +$16.2M +6% 17.1% 206 21.84%
RW
5244
Rede Wealth
Virginia
$302M +$24M +9% 9.56% 80.9% 120 12.5%
AFM
5245
Armstrong Fleming & Moore
District of Columbia
$302M +$66.3M +28% 12.7% 124% 120 14.17%
JCIA
5246
Jackson Creek Investment Advisors
Colorado
$302M -$37.7M -11% 31% 239% 423 56.97%
OFS
5247
OMC Financial Services
New York
$302M +$43.8M +17% 32.2% 65 7.69%
MHP
5248
Manatuck Hill Partners
Connecticut
$302M -$68.6M -19% 33.7% 556% 163 49.69%
EFMH
5249
E Fund Management (HK)
Hong Kong
$302M +$81.7M +37% 37.3% 163% 566 16.25%
BWA
5250
BCU Wealth Advisors
Illinois
$301M +$32.8M +12% 11.2% 65 10.77%