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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
5401
Birch Capital Management
Texas
$167M +$19.5M +13% 14.5% 48.4% 84 2.38%
RPCA
5402
Running Point Capital Advisors
California
$167M -$58.7M -26% 5.76% 52.1% 181 42.54%
RCGI
5403
Ribbit Capital GP IV
California
$167M 31.5% 2
SIC
5404
Samalin Investment Counsel
New York
$167M +$12.8M +8% 7.78% 62.8% 266 15.04%
TRIA
5405
Trail Ridge Investment Advisors
Colorado
$167M 11.2% 76% 135
REMS
5406
Real Estate Management Services
$167M +$3.95M +2% 9.27% 67.2% 38 7.89%
AC
5407
Avory & Company
Florida
$166M +$4.58M +3% 0.74% 61.6% 20 30%
MWM
5408
Maltin Wealth Management
New Jersey
$166M +$3.55M +2% 4.85% 51.9% 124 21.77%
ACM
5409
Alcosta Capital Management
California
$166M +$2.42M +1% 15.1% 175% 34 32.35%
CASB
5410
Cape Ann Savings Bank
Massachusetts
$166M +$11.7M +8% 8.69% 72.7% 93 11.83%
MA
5411
Minerva Advisors
Pennsylvania
$166M -$5.68M -3% 4.41% 166% 76 10.53%
ZAM
5412
Zeal Asset Management
Hong Kong
$166M -$167M -50% 19.1% 26.9% 6 16.67%
CVGI
5413
Craft Ventures GP I
California
$166M 26% 1
LC
5414
Legacy CG
Texas
$166M 7.42% 61.2% 55
AIC
5415
Argus Investors Counsel
New York
$166M +$13.3M +9% 10.1% 124% 99 10.1%
CSWM
5416
Cassady Schiller Wealth Management
Ohio
$166M 8.29% 21.8% 670
SAM
5417
S.A. Mason
Michigan
$166M +$14.3M +9% 10.2% 105% 328 4.27%
MWA
5418
Motive Wealth Advisors
Michigan
$166M +$18M +12% 6.99% 66% 81 11.11%
AWS
5419
Arkfeld Wealth Strategies
Nebraska
$166M -$199K -0.1% 5.42% 83.9% 78 7.69%
BAM
5420
Boyar Asset Management
New York
$166M +$14.2M +9% 7.47% 75.5% 86 2.33%
PM
5421
Penbrook Management
New York
$166M +$5.05M +3% 9.95% 106% 106 7.55%
SC
5422
Solstein Capital
California
$166M -$8.32M -5% 8.89% 91.4% 495 22.83%
CCM
5423
Ciovacco Capital Management
Georgia
$166M +$20.3M +14% 10.4% 88.5% 31 12.9%
P
5424
&Partners
Tennessee
$166M +$8.57M +5% 5.62% 78.4% 193 13.47%
NFG
5425
Norris Financial Group
South Carolina
$166M +$14.5M +10% 9.22% 142% 97 25.77%