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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
HDA
5251
Harold Davidson & Associates
California
$209M 5.72% 64
CFGF
5252
Compass Financial Group (Florida)
Florida
$209M -$7.06M -3% 0.15% 36.3% 41 4.88%
HIC
5253
Harbor Island Capital
Massachusetts
$209M -$2.38M -1% 0.16% 132% 15 0%
WAM
5254
Westport Asset Management
Connecticut
$209M -$4.34M -2% 1.3% 61.4% 76 5.26%
WCM
5255
Whitefort Capital Management
New York
$209M -$10.7M -5% 12.8% 179% 19 10.53%
RF
5256
Roberts Foundation
California
$209M 24.6% 3
GSB
5257
Greenfield Savings Bank
Massachusetts
$209M -$2.39M -1% 0.65% 97.3% 153 7.84%
RC
5258
Roubaix Capital
Colorado
$209M +$27.1M +15% 11.6% 104% 70 65.71%
FH
5259
FWG Holdings
Florida
$208M +$7.17M +4% 3.57% 70.6% 109 13.76%
MRCM
5260
Mill Road Capital Management
Connecticut
$208M -$2.01M -1% 5.73% 38.3% 28 25%
TCOK
5261
Trust Company of Kansas
Kansas
$208M +$2.46M +1% 3.3% 87% 64 18.75%
VU
5262
Valence8 US
Massachusetts
$208M -$32.9M -14% 2.5% 53.9% 63 85.71%
FCG
5263
Financial Connections Group
California
$208M +$4.62M +2% 0.77% 44.4% 245 15.92%
PWA
5264
Prairie Wealth Advisors
Nebraska
$208M +$5.75M +3% 3.41% 159 14.47%
RA
5265
Rise Advisors
New York
$208M -$772K -0.4% 0.62% 58.9% 1,247 11.63%
XC
5266
XY Capital
Hong Kong
$208M -$84.5M -29% 1.76% 44.3% 225 73.78%
MW
5267
Marks Wealth
Maryland
$208M -$25.3M -11% 6.63% 169% 30 56.67%
MWM
5268
MTC Wealth Management
Florida
$208M -$13.5M -6% 3.32% 23% 14 0%
FPW
5269
Flagship Private Wealth
Massachusetts
$208M +$13.4M +7% 0.87% 50.5% 108 12.96%
ICM
5270
Indaba Capital Management
California
$208M -$26.2M -11% 5.5% 66.7% 10 20%
MWM
5271
McNaughton Wealth Management
California
$207M +$2.09M +1% 0.32% 50.3% 57 5.26%
BSA
5272
Bull Street Advisors
Georgia
$207M -$8.04M -4% 1.91% 41.9% 91 2.2%
CCA
5273
Cora Capital Advisors
New Jersey
$207M +$4.48M +2% 0.72% 70.5% 113 16.81%
RI
5274
Ridgewood Investments
New Jersey
$207M +$7.06M +4% 0.29% 751 7.72%
WI
5275
WJ Interests
Texas
$207M -$19.5M -9% 3.56% 40% 22 31.82%