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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
HP
6051
Highlander Partners
Texas
$176M +$6.84M +4% 13% 241% 42 7.14%
CS
6052
Capital Square
Tennessee
$176M +$11.3M +7% 1.1% 53.1% 197 18.27%
BIM
6053
Brentview Investment Management
Illinois
$176M 0.66% 41
RCM
6054
Rockbridge Capital Management
Virginia
$176M 1.43% 24
B
6055
Birchbrook
Maine
$176M -$4.47M -2% 1.67% 305 17.7%
WA
6056
Whipplewood Advisors
Colorado
$176M 2.15% 1,183
LIM
6057
Loudon Investment Management
New Hampshire
$176M -$6.63M -4% 1.51% 61.6% 101 8.91%
SPFA
6058
Summit Place Financial Advisors
New Jersey
$176M -$3.45M -2% 0.67% 95.2% 96 11.46%
WFP
6059
Wrenne Financial Planning
Kentucky
$176M +$7.95M +5% 2.63% 45 8.89%
MWA
6060
Mills Wealth Advisors
Texas
$176M +$30.5M +21% 1.2% 37.4% 67 25.37%
EAM
6061
Exane Asset Management
France
$176M +$50.8M +41% 0.32% 77.5% 34 67.65%
PPWM
6062
PFG Private Wealth Management
Florida
$176M +$3.17M +2% 0.08% 48.3% 255 12.94%
ACM
6063
Accent Capital Management
Ohio
$176M +$1.39M +0.8% 6.19% 226 24.34%
MPCG
6064
Matrix Private Capital Group
New York
$176M +$2M +1% 1.3% 62.5% 154 4.55%
RA
6065
Riverstone Advisors
Texas
$175M +$3.53M +2% 2.42% 104% 54 9.26%
PRI
6066
Prepared Retirement Institute
Pennsylvania
$175M +$9.96M +6% 0.85% 84 10.71%
DCM
6067
Delta Capital Management
New Jersey
$175M +$1.65M +1% 2.39% 125% 108 22.22%
HM
6068
Heronetta Management
New York
$175M +$11.5M +7% 4.76% 59.7% 24 4.17%
GFL
6069
Granite FO LLC
New Hampshire
$175M -$1.62M -0.9% 0.62% 111% 186 0%
BWA
6070
BCU Wealth Advisors
Illinois
$175M +$7.28M +4% 2.03% 57 14.04%
PMIA
6071
Patrick Mauro Investment Advisor
Illinois
$175M -$14.7M -8% 5.9% 31.7% 43 2.33%
CCM
6072
Ciovacco Capital Management
Georgia
$175M +$3.95M +2% 2.53% 88.5% 28 28.57%
WCAU
6073
Working Capital Advisors (UK)
United Kingdom
$175M +$22.5M +15% 18.6% 24.8% 3 0%
BCM
6074
BluePointe Capital Management
California
$175M +$20.4M +13% 4.23% 101 19.8%
KL
6075
KilterHowling LLC
Colorado
$175M +$15.5M +10% 0.52% 51.3% 52 11.54%