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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
NRC
5776
New Republic Capital
North Carolina
$174M -$24.9M -13% 6.54% 72.9% 272 23.16%
ACM
5777
Accent Capital Management
Ohio
$174M +$11.3M +7% 3.24% 227 28.19%
BOC
5778
Bull Oak Capital
California
$174M +$18.8M +12% 5.38% 132 71.97%
AIA
5779
Acute Investment Advisory
Arizona
$174M -$1.34M -0.8% 1.15% 15.3% 20 55%
LIM
5780
Lagoda Investment Management
New York
$174M +$328K +0.2% 11.6% 193% 40 15%
DWM
5781
Dogwood Wealth Management
Kansas
$174M +$11.5M +7% 5.46% 625 11.68%
LCM
5782
LCM Capital Management
Illinois
$174M +$13.5M +8% 6.89% 89.1% 100 13%
PFWA
5783
Paces Ferry Wealth Advisors
Georgia
$174M +$8.07M +5% 5.31% 69.3% 121 8.26%
RWIA
5784
Roger Wittlin Investment Advisory
California
$174M +$18M +12% 5.5% 54.1% 55 12.73%
FP
5785
Factorial Partners
New York
$174M +$11.3M +7% 11.2% 78.3% 87 25.29%
KIM
5786
Kestrel Investment Management
California
$174M +$22.8M +15% 10.6% 82.9% 42 16.67%
FCM
5787
FourWorld Capital Management
New York
$174M +$6.72M +4% 11.4% 114% 38 47.37%
EB
5788
Emprise Bank
Kansas
$174M +$11.5M +7% 5.11% 108 14.81%
MPCG
5789
Matrix Private Capital Group
New York
$174M +$14.4M +9% 6.4% 56% 156 7.05%
DCM
5790
Delta Capital Management
New Jersey
$173M +$8.03M +5% 6.44% 125% 89 4.49%
CP
5791
Castleview Partners
Texas
$173M -$2.52M -1% 6.43% 54.5% 957 47.44%
TCPG
5792
Trivant Custom Portfolio Group
California
$173M +$10.6M +6% 5.99% 86.1% 202 21.29%
IOOF
5793
Independent Order of Foresters
Ontario, Canada
$173M +$11.1M +7% 6.25% 54.8% 15 20%
CBT
5794
CoreFirst Bank & Trust
Kansas
$173M +$24.5M +16% 8.38% 53.4% 344 65.12%
GHA
5795
Granite Harbor Advisors
Texas
$173M +$15.1M +10% 5.1% 55.4% 91 10.99%
ACM
5796
AUA Capital Management
Pennsylvania
$173M +$6.62M +4% 5.51% 53.5% 84 8.33%
BCM
5797
Banyan Capital Management
Georgia
$173M +$7.08M +4% 7.81% 52.7% 18 16.67%
MA
5798
Minerva Advisors
Pennsylvania
$173M +$22.6M +15% 21.2% 149% 57 0%
HWMT
5799
Heritage Wealth Management (Texas)
Texas
$173M +$12M +7% 6.73% 42.8% 40 7.5%
PPWM
5800
PFG Private Wealth Management
Florida
$172M +$7.58M +5% 4.5% 48.3% 258 13.57%