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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
YMRC
5401
Yorktown Management & Research Company
Virginia
$133M +$5.44M +4% 3.65% 223% 273 20.51%
BC
5402
Barnett & Company
Tennessee
$133M -$18.5M -12% 0.46% 65.9% 260 32.69%
TPW
5403
Tiller Private Wealth
Pennsylvania
$133M +$38.8M +41% 3.32% 53.5% 51 13.73%
AMAL
5404
Asset Management Advisors LLC
Oklahoma
$132M -$9.33M -7% 3.32% 124% 16 6.25%
RHCA
5405
Rosenthal Henry Capital Advisors
Indiana
$132M +$7.8M +6% 7.22% 91.9% 53 11.32%
LWM
5406
Long Walk Management
Connecticut
$132M -$13.3M -9% 7.67% 302% 6 16.67%
SIA
5407
Stegner Investment Associates
Kentucky
$132M -$860K -0.6% 0.06% 75.3% 21 0%
TWM
5408
Trinity Wealth Management
Pennsylvania
$132M +$4.26M +3% 0.58% 53.5% 37 27.03%
ACM
5409
Ascendant Capital Management
California
$132M -$8.36M -6% 2.22% 84 46.43%
GBI
5410
GP Brinson Investments
Illinois
$132M -$8.83M -6% 0.8% 45.5% 16 0%
BMCM
5411
Burns Matteson Capital Management
New York
$132M +$5.68M +4% 2.34% 144% 170 42.35%
MI
5412
Merk Investments
California
$132M -$21M -14% 14.6% 303% 17 17.65%
PWM
5413
Provident Wealth Management
Tennessee
$132M +$12.9M +11% 2% 53.3% 78 3.85%
PCC
5414
Park Circle Company
Maryland
$132M -$858K -0.6% 1.56% 70.5% 128 17.19%
AWM
5415
AAF Wealth Management
Massachusetts
$132M +$2.04M +2% 1.23% 65.8% 25 12%
XI
5416
XXEC Inc
Oklahoma
$131M -$19.9M -13% 0.14% 19.3% 28 14.29%
BG
5417
Benedetti & Gucer
Georgia
$131M +$20.1M +18% 0.06% 42.7% 98 21.43%
MIM
5418
Merrion Investment Management
New Jersey
$131M -$543K -0.4% 0.7% 166% 98 11.22%
EFEM
5419
Eos Focused Equity Management
New York
$131M +$14.2M +12% 6.77% 55.7% 33 15.15%
KCA
5420
Karn Couzens & Associates
Connecticut
$131M +$2.41M +2% 0.02% 75 4%
FIG
5421
Freed Investment Group
Massachusetts
$131M +$2.32M +2% 0.32% 16 12.5%
EL
5422
EQ LLC
Washington
$131M +$104K +0.1% 0.98% 72.9% 50 8%
DTC
5423
Davidson Trust Company
Washington
$131M +$2.69M +2% 0.31% 64.6% 124 10.48%
MAM
5424
MMA Asset Management
Pennsylvania
$131M -$865K -0.7% 1.28% 54.3% 97 7.22%
DFAM
5425
Deep Field Asset Management
California
$131M -$227M -63% 2.08% 20.1% 30 66.67%