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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
RWRC
5826
R.W. Roge & Company
New York
$183M -$2.8M -2% 1.24% 68.1% 56 16.07%
FCMV
5827
Foresite Capital Management VI
California
$183M -$41.9M -19% 15.5% 14 0%
SMP
5828
Santa Monica Partners
Florida
$183M -$2.66M -1% 9.73% 135% 18 33.33%
WPEP
5829
Walnut Private Equity Partners
Nebraska
$183M -$5.64M -3% 1.66% 60.6% 15 33.33%
WCM
5830
WestBridge Capital Management
Mauritius
$182M -$34M -16% 12.7% 33.3% 1 0%
DFA
5831
DHK Financial Advisors
New Hampshire
$182M +$17.5M +11% 4.79% 46.1% 100 21%
CC
5832
Checkpoint Capital
California
$182M -$14.2M -7% 4.92% 21 57.14%
FC
5833
Family CFO
California
$182M +$623K +0.3% 1.25% 84% 96 36.46%
GWM
5834
Grand Wealth Management
Michigan
$182M +$2.55M +1% 0.39% 54.1% 69 5.8%
LAM
5835
Lifestyle Asset Management
Texas
$182M -$1.63M -0.9% 2.84% 82.6% 126 24.6%
PWM
5836
Pacific Wealth Management
California
$182M -$7.06M -4% 1.51% 68.9% 21 19.05%
YP
5837
YANKCOM Partnership
South Dakota
$182M -$5.21M -3% 1.44% 297 15.15%
AG
5838
Amiral Gestion
France
$182M +$23.3M +15% 6.25% 36 38.89%
HKIMG
5839
Hutchens & Kramer Investment Management Group
Indiana
$182M -$2.53M -1% 0.71% 84.6% 180 23.33%
CRI
5840
Colonial River Investments
Virginia
$182M -$25M -12% 3.62% 144% 267 47.57%
ICMM
5841
Integrated Capital Management (Michigan)
Michigan
$182M -$6.32M -3% 4.11% 61 11.48%
TS
5842
TradeWell Securities
Indiana
$182M -$11.5M -6% 7.54% 44 13.64%
MSFP
5843
Mark Sheptoff Financial Planning
Connecticut
$181M -$4.99M -3% 2.29% 92.4% 474 15.19%
CF
5844
Concorde Financial
Texas
$181M +$13.3M +8% 6.13% 81.3% 36 5.56%
PCM
5845
Perritt Capital Management
Illinois
$181M -$11.1M -6% 1.14% 80.9% 364 19.78%
BOC
5846
Blue Oak Capital
California
$181M +$16.6M +10% 0.5% 88 35.23%
FCB
5847
First County Bank
Connecticut
$181M +$2.05M +1% 0.59% 89.1% 172 19.19%
UFAC
5848
Urban Financial Advisory Corp
Illinois
$181M -$1.06M -0.6% 2.32% 53 5.66%
FWA
5849
FOCUS Wealth Advisors
Texas
$181M -$7.59M -4% 2.04% 63.8% 57 1.75%
EM
5850
ELCO Management
New York
$181M -$9.41M -5% 1.12% 93% 169 14.79%