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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
HCM
5501
HMS Capital Management
Tennessee
$242M +$3.87M +2% 4.25% 130% 110 9.09%
RCWVOTCITCONY
5502
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York
New York
$241M +$7.47M +3% 3.2% 2 0%
TTA
5503
Thor Trading Advisors
Pennsylvania
$241M +$44.6M +23% 2.66% 14 14.29%
CWA
5504
Clarus Wealth Advisors
Arizona
$241M +$15.2M +7% 2.02% 92 13.04%
ZEP
5505
Zeno Equity Partners
United Kingdom
$241M +$26.1M +12% 1.61% 11 18.18%
AFM
5506
Abbot Financial Management
Massachusetts
$241M +$7.08M +3% 3.58% 80.5% 139 9.35%
DA
5507
DCM Advisors
New York
$241M +$3.78M +2% 1.52% 90.4% 39 5.13%
MPPW
5508
Mitchell & Pahl Private Wealth
Oklahoma
$241M +$2.47M +1% 1.26% 75.2% 145 2.07%
PBC
5509
Pavion Blue Capital
California
$241M +$6.21M +3% 4.24% 67.6% 110 10.91%
JP
5510
JNE Partners
United Kingdom
$241M +$5.8M +2% 8.45% 98.6% 8 12.5%
DB
5511
Dravo Bay
Delaware
$241M +$14.2M +6% 1.74% 36.6% 53 13.21%
JRPCML
5512
J. R. Prunier Capital Management LLC
Massachusetts
$241M 2.75% 70
EB
5513
Emprise Bank
Kansas
$241M +$8.93M +4% 2.92% 114 9.65%
NF
5514
Nvest Financial
New Hampshire
$241M +$66.5M +38% 3.88% 92.8% 135 15.56%
MI
5515
Moneywise Inc
Virginia
$240M +$19.4M +9% 1.75% 58% 89 26.97%
RCM
5516
Regency Capital Management
Hawaii
$240M +$30.1M +14% 5.16% 82.1% 72 33.33%
MFG
5517
Mainsail Financial Group
Washington
$240M +$7.84M +3% 1.85% 57.2% 64 6.25%
SI
5518
Shaker Investments
Ohio
$240M -$9.55M -4% 5.2% 205% 107 31.78%
DTC
5519
Davidson Trust Company
Washington
$240M -$2.42M -1% 2.02% 64.6% 187 14.97%
SJIM
5520
St. Johns Investment Management
Florida
$240M +$4.53M +2% 3.11% 67.1% 207 9.18%
PVM
5521
Palogic Value Management
Texas
$240M -$8.93M -4% 1.47% 20.9% 186 25.27%
WAM
5522
Westport Asset Management
Connecticut
$240M -$60.1K -0% 5.17% 61.4% 77 5.19%
MPCL
5523
My Personal CFO LLC
Washington
$240M -$18.5M -7% 1.46% 67.3% 160 83.13%
MCM
5524
M1 Capital Management
Michigan
$240M +$7.96M +3% 2.58% 113 7.96%
HCM
5525
Hutner Capital Management
Vermont
$240M +$3.2M +1% 1.32% 53.7% 45 4.44%