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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
HIA
5651
HTG Investment Advisors
Connecticut
$172M +$19.3M +13% 6.68% 57.4% 64 9.38%
SAM
5652
Soviero Asset Management
New York
$172M -$32.2M -16% 12.2% 676% 51 54.9%
WWP
5653
Walden Wealth Partners
Ohio
$172M +$13.5M +8% 7.19% 94 12.77%
ORC
5654
O'Rourke & Company
Massachusetts
$172M +$17.1M +11% 6.57% 71.9% 148 11.49%
TCG
5655
Transcendent Capital Group
Oklahoma
$172M +$22.1M +15% 6.63% 414 23.19%
TB
5656
Treynor Bancshares
Iowa
$172M +$474K +0.3% 4.85% 3.35% 82 6.1%
BIM
5657
Bullseye Investment Management
Ohio
$172M +$14M +9% 5.91% 43.5% 58 18.97%
HBT
5658
Heartland Bank & Trust
Illinois
$172M +$26.8M +18% 11.8% 105% 151 24.5%
CHA
5659
Cooper/Haims Advisors
New York
$172M -$4.38M -2% 6.43% 53.1% 82 3.66%
MC
5660
Metavasi Capital
New York
$172M -$85.2M -33% 23.5% 840% 39 53.85%
DCM
5661
Dean Capital Management
Kansas
$172M +$9.93M +6% 5.16% 89.7% 131 9.16%
CWM
5662
Cahill Wealth Management
Michigan
$172M +$23.1M +16% 9.67% 24.7% 47 6.38%
PBM
5663
Propel Bio Management
California
$172M +$51.2M +42% 41.2% 37 32.43%
AWM
5664
Aberdeen Wealth Management
Illinois
$172M +$33.9M +25% 10.5% 73.1% 174 7.47%
PSF
5665
Pacific Sun Financial
California
$172M +$13.4M +8% 6.77% 70.3% 181 6.08%
MMHP
5666
Murphy Middleton Hinkle & Parker
Georgia
$172M +$9.74M +6% 8.5% 61.7% 138 5.07%
CRCM
5667
Crystal Rock Capital Management
Illinois
$172M +$20.2M +13% 20.7% 172% 28 10.71%
WA
5668
WESPAC Advisors
California
$172M +$27.7M +19% 8.18% 112% 186 28.49%
RF
5669
RHS Financial
California
$172M +$13.7M +9% 6.13% 57.8% 115 17.39%
CRC
5670
Catawba River Capital
South Carolina
$172M +$29.4M +21% 10.7% 89.5% 21 23.81%
DTC
5671
Davidson Trust Company
Washington
$172M +$16.6M +11% 7.54% 64.6% 146 10.27%
ACM
5672
Anabranch Capital Management
Connecticut
$172M +$14.3M +9% 16% 139% 7 0%
LC
5673
Lavaca Capital
Texas
$171M -$4.91M -3% 9% 46.5% 99 26.26%
QCIG
5674
Quad-Cities Investment Group
Iowa
$171M +$9.5M +6% 5.96% 61% 185 9.19%
DCM
5675
Dudley Capital Management
Virginia
$171M +$14.5M +9% 11.9% 110% 123 11.38%