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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
TBC
5301
Ted Buchan & Co
California
$211M +$24.4M +13% 5.56% 61% 90 11.11%
WPM
5302
Worldly Partners Management
Massachusetts
$210M +$24.1M +13% 15.5% 19.2% 3 0%
UAM
5303
Unison Asset Management
Florida
$210M +$12.8M +6% 6.55% 81.4% 35 8.57%
WGCA
5304
Wolf Group Capital Advisors
Virginia
$210M -$43.5M -17% 7.2% 28.2% 142 38.03%
SIMC
5305
Squire Investment Management Company
Utah
$210M +$33.9M +19% 6.61% 62 11.29%
MRCM
5306
Mill Road Capital Management
Connecticut
$210M +$22.5M +12% 6.76% 85.1% 24 12.5%
ACM
5307
Ayrshire Capital Management
Connecticut
$210M +$14M +7% 5.73% 78.4% 49 4.08%
BA
5308
Bridge Advisory
California
$210M +$7.23M +4% 5.51% 6.7% 101 5.94%
CL
5309
COWA LLC
Oklahoma
$210M +$22.6M +12% 7.35% 65.5% 139 17.27%
BAM
5310
Bosun Asset Management
Illinois
$210M +$40.7M +24% 22% 278% 210 37.62%
WCM
5311
Winthrop Capital Management
Indiana
$210M +$10.1M +5% 6.32% 183 27.32%
SFPG
5312
Stonebridge Financial Planning Group
Florida
$210M +$10.9M +5% 5.06% 67.2% 160 5.63%
TC
5313
Tejara Capital
United Kingdom
$210M -$65.2M -24% 4.3% 17.3% 78 41.03%
TRIA
5314
Trail Ridge Investment Advisors
Colorado
$210M +$16.4M +8% 6.16% 76% 108 6.48%
FTCM
5315
Fir Tree Capital Management
New York
$210M +$19.6M +10% 1.8% 17.3% 119 59.66%
PWMG
5316
Pioneer Wealth Management Group
Texas
$210M +$21.4M +11% 6.31% 42 4.76%
BP
5317
BCK Partners
New York
$210M +$16.1M +8% 6.03% 44.6% 30 3.33%
FFC
5318
First Financial Corp
Indiana
$210M +$13.2M +7% 8.36% 88.3% 471 7.64%
MWP
5319
Meredith Wealth Planning
Illinois
$210M +$18.7M +10% 6.08% 66.3% 49 16.33%
KPWG
5320
KFA Private Wealth Group
Virginia
$210M +$16.3M +8% 4.55% 57.5% 83 10.84%
NL
5321
NKCFO LLC
Illinois
$209M +$26.1M +14% 8.73% 211% 114 59.65%
SCP
5322
Stevens Capital Partners
Nebraska
$209M +$15.6M +8% 5.78% 68.8% 62 4.84%
MFG
5323
Mendota Financial Group
Wisconsin
$209M +$22.8M +12% 7.65% 53.8% 1,219 71.37%
AIM
5324
Astor Investment Management
Illinois
$209M -$8.22M -4% 3.88% 23.3% 35 25.71%
FOA
5325
Five Oceans Advisors
California
$209M +$18.1M +10% 5.25% 78.8% 206 19.42%