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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
FBC
5901
Fairfield, Bush & Co
Connecticut
$168M +$1.25M +0.7% 3.89% 112% 119 13.45%
TF
5902
Threadgill Financial
Texas
$168M -$45.2M -21% 7.38% 49.3% 55 25.45%
WPEP
5903
Walnut Private Equity Partners
Nebraska
$168M +$10.6M +7% 10.2% 60.6% 16 12.5%
PD
5904
Planning Directions
Pennsylvania
$168M +$21.1M +14% 6.89% 46.3% 84 19.05%
WFP
5905
Wrenne Financial Planning
Kentucky
$168M +$22.8M +16% 7.59% 46 13.04%
EFMH
5906
E Fund Management (HK)
Hong Kong
$168M +$4.61M +3% 10% 163% 176 25%
BWA
5907
BCU Wealth Advisors
Illinois
$168M +$32.3M +24% 6.02% 53 13.21%
PC
5908
Pelham Capital
United Kingdom
$168M +$1.07M +0.6% 9.15% 135% 13 38.46%
APC
5909
Alpine Peaks Capital
New York
$167M +$4.57M +3% 3.13% 24.3% 25 8%
CFAM
5910
Center For Asset Management
Florida
$167M +$16.2M +11% 5.07% 60.7% 130 13.85%
ACM
5911
Alcosta Capital Management
California
$167M +$5.01M +3% 3.77% 175% 28 3.57%
TP
5912
Toronado Partners
California
$167M +$11.3M +7% 4% 158% 11 9.09%
GPW
5913
Gray Private Wealth
Massachusetts
$167M +$11.3M +7% 6.73% 41 7.32%
BCM
5914
BCK Capital Management
Connecticut
$167M +$12.3M +8% 4.93% 161% 91 43.96%
CCM
5915
Cox Capital Management
Massachusetts
$167M +$1.72M +1% 6.62% 95.3% 79 27.85%
TVM
5916
True Vision MN
Minnesota
$167M +$13.2M +9% 5.93% 112 20.54%
PFA
5917
Plotkin Financial Advisors
Maryland
$167M +$11.6M +7% 5.71% 95.3% 92 8.7%
SCM
5918
Stonehill Capital Management
New York
$167M +$33.2M +25% 25.8% 117% 13 38.46%
OIM
5919
Oracle Investment Management
Connecticut
$167M +$59.7M +56% 45.5% 865% 26 30.77%
SP
5920
SIH Partners
Delaware
$167M +$63.3M +61% 24% 31 41.94%
BFG
5921
Buttonwood Financial Group
Missouri
$167M -$8.62M -5% 4.75% 73.1% 32 25%
YWM
5922
Yoder Wealth Management
California
$167M +$12.1M +8% 5.5% 58.9% 112 8.04%
MWA
5923
Motive Wealth Advisors
Michigan
$166M $0 0% 5.76% 66% 65 0%
MGWA
5924
Monument Group Wealth Advisors
Massachusetts
$166M +$17.7M +12% 6.75% 50 4%
CAM
5925
Cobblestone Asset Management
Virginia
$166M +$11.9M +8% 5.82% 50.6% 47 10.64%