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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
TIAM2
5401
Tru Independence Asset Management 2
Oregon
$122M -$52.6M -30% 3.97% 103 40.78%
ZC
5402
Zoom Communications
California
$121M -$27M -18% 35.5% 10.7% 3 33.33%
TWM
5403
Tanager Wealth Management
United Kingdom
$121M -$11.5M -9% 13.2% 48.1% 47 29.79%
BCM
5404
Beaumont Capital Management
Massachusetts
$121M -$34M -22% 6.51% 40.9% 47 57.45%
BAM
5405
Boyar Asset Management
New York
$121M -$34.5M -22% 15.3% 58.4% 87 9.2%
SCA
5406
Strategic Capital Advisers
Colorado
$121M -$10.1M -8% 12.4% 51.4% 60 3.33%
DCI
5407
Data Collective IV
California
$121M -$350M -74% 24% 251% 5 0%
FFA
5408
Fi3 Financial Advisors
Indiana
$121M -$7.62M -6% 13.9% 66% 58 31.03%
RTL
5409
Red Tortoise LLC
Georgia
$121M -$11.3M -9% 12.2% 43.7% 67 10.45%
UOMF
5410
University of Maryland Foundation
Maryland
$121M +$37.9M +46% 16.2% 38.1% 7 14.29%
SNBOSD
5411
Security National Bank of So Dak
Iowa
$121M -$22.8M -16% 12.6% 58.9% 105 17.14%
CH
5412
CVS Health
Rhode Island
$121M -$28.3M -19% 5.67% 52.3% 6 0%
CS
5413
Capital Square
Tennessee
$121M -$19.7M -14% 10.6% 43.3% 162 13.58%
GPA
5414
Garrison Point Advisors
California
$120M -$22.4M -16% 13.2% 69.7% 155 9.03%
LI
5415
Latigo Investments
Florida
$120M -$23.3M -16% 15.8% 45.2% 17 11.76%
MWA
5416
Miller Wealth Advisors
Colorado
$120M -$33.6M -22% 19.1% 180% 96 11.46%
TF
5417
Threadgill Financial
Texas
$120M -$130M -52% 14.2% 49.3% 43 16.28%
SIM
5418
Strategic Investment Management
Virginia
$120M -$19.5M -14% 12.8% 53.3% 10 10%
ADBIC
5419
A.D. Beadell Investment Counsel
Wisconsin
$120M -$30.7M -20% 8.54% 74.9% 91 21.98%
SFG
5420
Steward Financial Group
Texas
$120M +$8.07M +7% 13.1% 1,503 78.24%
NIMC
5421
Nierenberg Investment Management Company
Washington
$120M -$21.2M -15% 16.3% 167% 46 23.91%
SIM
5422
Sterling Investment Management
Arizona
$120M -$21.9M -15% 11.7% 44.1% 78 20.51%
RCM
5423
Riverpark Capital Management
New York
$120M -$59.6M -33% 33.2% 152% 33 18.18%
MCM
5424
McMillion Capital Management
North Carolina
$120M -$41.3M -26% 14.6% 59.3% 222 65.77%
RPG
5425
Resource Planning Group
Georgia
$120M -$19.1M -14% 10.5% 1.9% 73 19.18%