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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
WCM
5501
Whitefort Capital Management
New York
$209M -$10.7M -5% 12.8% 243% 19 10.53%
CIA
5502
Corigliano Investment Advisers
North Carolina
$209M 4.74% 33
RF
5503
Roberts Foundation
California
$209M 24.6% 3
GSB
5504
Greenfield Savings Bank
Massachusetts
$209M -$2.39M -1% 0.65% 97.3% 153 7.84%
RC
5505
Roubaix Capital
Colorado
$209M +$27.1M +15% 11.6% 174% 70 65.71%
FH
5506
FWG Holdings
Florida
$208M +$7.17M +4% 3.57% 91.6% 109 13.76%
MRCM
5507
Mill Road Capital Management
Connecticut
$208M -$2.01M -1% 5.73% 85.1% 28 25%
TCOK
5508
Trust Company of Kansas
Kansas
$208M +$2.46M +1% 3.3% 87% 64 18.75%
VU
5509
Valence8 US
Massachusetts
$208M -$32.9M -14% 2.5% 69.9% 63 85.71%
FCG
5510
Financial Connections Group
California
$208M +$4.62M +2% 0.77% 44.4% 245 15.92%
PWA
5511
Prairie Wealth Advisors
Nebraska
$208M +$5.75M +3% 3.41% 159 14.47%
RA
5512
Rise Advisors
New York
$208M -$772K -0.4% 0.62% 58.9% 1,247 11.63%
XC
5513
XY Capital
Hong Kong
$208M -$84.5M -29% 1.76% 52.8% 225 73.78%
MW
5514
Marks Wealth
Maryland
$208M -$25.3M -11% 6.63% 169% 30 56.67%
MWM
5515
MTC Wealth Management
Florida
$208M -$13.5M -6% 3.32% 30.5% 14 0%
FPW
5516
Flagship Private Wealth
Massachusetts
$208M +$13.4M +7% 0.87% 62.7% 108 12.96%
ICM
5517
Indaba Capital Management
California
$208M -$26.2M -11% 5.5% 66.7% 10 20%
MWM
5518
McNaughton Wealth Management
California
$207M +$2.09M +1% 0.32% 50.3% 57 5.26%
BSA
5519
Bull Street Advisors
Georgia
$207M -$8.04M -4% 1.91% 41.9% 91 2.2%
CCA
5520
Cora Capital Advisors
New Jersey
$207M +$4.48M +2% 0.72% 70.5% 113 16.81%
RI
5521
Ridgewood Investments
New Jersey
$207M +$7.06M +4% 0.29% 751 7.72%
FFP
5522
Freedom Financial Partners
Minnesota
$207M 0.49% 69
WI
5523
WJ Interests
Texas
$207M -$19.5M -9% 3.56% 50.6% 22 31.82%
OPPS
5524
Obsidian Personal Planning Solutions
Maryland
$207M +$15.9M +8% 1.2% 58.2% 107 7.48%
GCM
5525
Gables Capital Management
Florida
$207M +$9.1M +5% 6.39% 151% 454 3.74%