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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
ICM
5401
IMS Capital Management
Oregon
$216M -$6.82M -3% 1.1% 119% 148 12.16%
MCA
5402
Maryland Capital Advisors
Maryland
$216M +$9.83M +5% 1.51% 284 23.24%
FC
5403
Franchise Capital
Cayman Islands
$216M -$61.8M -22% 3.39% 537% 18 55.56%
SSWM
5404
Strait & Sound Wealth Management
California
$216M +$9.85M +5% 4.23% 74% 152 11.18%
SSI
5405
SVF Sponsor III
California
$216M -$6.18M -3% 2.79% 133% 1 0%
MHB
5406
Midwest Heritage Bank
Iowa
$216M +$1.8M +0.8% 1.06% 50% 62 19.35%
LGW
5407
Leslie Global Wealth
Illinois
$215M +$9.65M +5% 0.33% 79 20.25%
MAS
5408
Madden Advisory Services
Florida
$215M -$2.95M -1% 0.63% 52.3% 104 8.65%
OM
5409
OV Management
Minnesota
$215M +$64.8M +43% 3.32% 58 5.17%
AIM
5410
Aspen Investment Management
Michigan
$215M +$1M +0.5% 0.67% 84.9% 151 9.27%
MRI
5411
Mad River Investors
Massachusetts
$215M +$34.9M +19% 25.2% 225% 27 7.41%
CB
5412
CNB Bank
Pennsylvania
$215M -$1.01M -0.5% 3.42% 91.6% 534 6.93%
CAM
5413
CPA Asset Management
Florida
$215M +$8.04M +4% 2.61% 48.8% 81 8.64%
WMRU
5414
William Marsh Rice University
Texas
$215M +$129M +151% 0.05% 4.44% 4 75%
FA
5415
Forefront Analytics
Pennsylvania
$215M +$2.98M +1% 4.23% 50.9% 71 15.49%
FZCM
5416
Flynn Zito Capital Management
New York
$215M +$8.41M +4% 1.75% 97.3% 129 9.3%
DF
5417
Dunhill Financial
United Kingdom
$215M +$20.3M +10% 0.14% 58.6% 983 12.11%
MAM
5418
Mirabaud Asset Management
United Kingdom
$215M -$27.4M -11% 3.34% 47 10.64%
GCA
5419
Genesee Capital Advisors
New York
$215M +$7.31M +4% 4.07% 101% 135 17.04%
CSC
5420
Caldwell Sutter Capital
California
$215M +$318K +0.1% 1.03% 79.5% 930 5.91%
SJIM
5421
St. Johns Investment Management
Florida
$215M +$2M +0.9% 1.4% 80.9% 257 24.12%
FFC
5422
First Financial Corp
Indiana
$215M +$5.14M +2% 1.01% 88.3% 473 22.62%
ERFOTCOFW
5423
Employees Retirement Fund of the City of Fort Worth
Texas
$214M -$4.77M -2% 4.54% 31.5% 11 9.09%
HCM
5424
Hall Capital Management
Rhode Island
$214M 0.23% 101
MPPW
5425
Mitchell & Pahl Private Wealth
Oklahoma
$214M -$704K -0.3% 1.7% 75.2% 146 0.68%