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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
EM
5876
ELCO Management
New York
$208M +$49.8M +31% 8.85% 93% 178 16.85%
SPFA
5877
Summit Place Financial Advisors
New Jersey
$208M +$1.77M +0.9% 2.18% 95.2% 115 22.61%
GP
5878
Geneva Partners
Wisconsin
$208M -$72.6M -26% 13.2% 401% 84 42.86%
SWM
5879
Steinberganna Wealth Management
New York
$208M -$5.27M -2% 3.74% 143 18.88%
ASBI
5880
American State Bank (Iowa)
Iowa
$208M +$221K +0.1% 1.35% 138% 139 4.32%
BWM
5881
BlackDiamond Wealth Management
New York
$208M +$2.93M +1% 1.64% 70.8% 220 16.36%
EPG
5882
Estate Planners Group
Pennsylvania
$208M -$22.5M -10% 7.76% 471 85.35%
MCP
5883
Miller Capital Partners
Michigan
$208M +$9.56M +5% 7.5% 270 4.44%
CRC
5884
Catawba River Capital
South Carolina
$208M -$16.8M -7% 3.56% 89.5% 24 8.33%
MIP
5885
Ma Investment Partnership
California
$208M +$93.4M +82% 63.3% 10 20%
WI
5886
Wealth Intelligence
Georgia
$208M +$6.44M +3% 0.52% 66 28.79%
FHWM
5887
Fox Hill Wealth Management
Massachusetts
$208M -$7.28M -3% 0.31% 124 13.71%
HB
5888
Horizon Bancorp
Indiana
$208M +$2.44M +1% 0.34% 33.4% 213 12.21%
BC
5889
BDFS Capital
Delaware
$208M +$9.66M +5% 0.12% 148 16.89%
KIC
5890
Kensington Investment Counsel
California
$208M -$38.5M -16% 0.13% 61.6% 109 28.44%
HCA
5891
Hyperion Capital Advisors
New York
$208M +$3.38M +2% 11% 67.8% 75 20%
BWM
5892
Birchcreek Wealth Management
Ohio
$208M +$4.03M +2% 0.41% 80.7% 121 7.44%
BS
5893
Brighton Securities
New York
$208M +$4.98M +2% 1.66% 54 14.81%
SNBOSD
5894
Security National Bank of So Dak
Iowa
$207M +$4.51M +2% 1.79% 58.9% 125 16%
RIM
5895
Reliant Investment Management
Tennessee
$207M -$39.2M -16% 0.58% 122% 60 16.67%
SG
5896
StepStone Group
California
$207M +$20.6M +11% 16.5% 92.1% 26 42.31%
MPCG
5897
Matrix Private Capital Group
New York
$207M +$10.3M +5% 0.92% 56% 144 9.72%
CC
5898
CIBRA Capital
United Kingdom
$207M +$149M +256% 16% 37 83.78%
RCM
5899
Richardson Capital Management
Wisconsin
$207M +$7.82M +4% 2.12% 401 39.65%
JWM
5900
Johnson Wealth Management
North Dakota
$207M +$6.18M +3% 0.28% 51 7.84%