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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
ARIS
5576
Advanced Research Investment Solutions
California
$111M +$24.7M +29% 7.16% 13.1% 77 7.79%
OIM
5577
Orca Investment Management
Oregon
$111M +$14.5M +15% 7.82% 93.2% 66 13.64%
4FG
5578
4Thought Financial Group
New York
$111M +$7.19M +7% 4.62% 31% 114 23.68%
JC
5579
JCSD Capital
California
$111M +$7.55M +7% 0.56% 76 18.42%
TC
5580
Touchstone Capital
Pennsylvania
$111M +$1.34M +1% 5.68% 16 12.5%
SCM
5581
Springhouse Capital Management
Connecticut
$111M +$10.2M +10% 2.31% 52% 25 32%
A
5582
Atlassian
California
$110M +$18.8M +20% 20.5% 1 0%
VWA
5583
VERITY Wealth Advisors
United States
$110M -$2.73M -2% 6.31% 59.9% 56 1.79%
AGP
5584
Akaris Global Partners
New York
$110M +$7.15M +7% 8.41% 35% 19 31.58%
SWMP
5585
Signature Wealth Management Partners
New Jersey
$110M +$5.88M +6% 6.51% 70% 113 13.27%
MSS
5586
Mitchell Sinkler & Starr
Pennsylvania
$110M +$6.78M +7% 6.2% 72.2% 104 3.85%
FRM
5587
Fox Run Management
Connecticut
$110M +$54.5M +98% 6.67% 44.8% 472 88.77%
AL
5588
ADE LLC
Maryland
$110M +$9.11M +9% 5.38% 40% 270 18.15%
AC
5589
AWH Capital
Texas
$110M +$8.05M +8% 18.5% 139% 34 26.47%
NWM
5590
Navigation Wealth Management
Colorado
$110M +$13.3M +14% 3.74% 9.65% 91 40.66%
CIAS
5591
CFS Investment Advisory Services
New Jersey
$110M 6.08% 54.1% 27
SFMG
5592
Sage Financial Management Group
Virginia
$110M -$20.2M -16% 6.08% 47.3% 123 78.05%
CFG
5593
CNO Financial Group
Indiana
$110M -$15.3M -12% 0.91% 14 57.14%
EPWM
5594
Essex Private Wealth Management
Massachusetts
$110M +$4.74M +5% 6.15% 29.3% 66 7.58%
MVA
5595
Mount Vernon Associates
Maryland
$109M +$7.38M +7% 7.88% 119% 57 1.75%
FC
5596
Farley Capital
New York
$109M +$6.76M +7% 5.12% 105% 19 21.05%
DCM
5597
Dean Capital Management
Kansas
$109M -$39.1M -26% 1.85% 57.7% 87 26.44%
TC
5598
Tsai Capital
New York
$109M +$7.66M +8% 7.96% 43.2% 18 0%
HPM
5599
Hudson Portfolio Management
New York
$109M +$4.95M +5% 5.48% 103 13.59%
HBT
5600
Heartland Bank & Trust
Illinois
$109M -$771K -0.7% 11.5% 95.5% 162 62.96%