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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
CS
6051
Capital Square
Tennessee
$176M +$11.3M +7% 1.1% 53.1% 197 18.27%
BIM
6052
Brentview Investment Management
Illinois
$176M 0.66% 41
RCM
6053
Rockbridge Capital Management
Virginia
$176M 1.43% 24
B
6054
Birchbrook
Maine
$176M -$4.47M -2% 1.67% 305 17.7%
WA
6055
Whipplewood Advisors
Colorado
$176M 2.15% 1,183
LIM
6056
Loudon Investment Management
New Hampshire
$176M -$6.63M -4% 1.51% 61.6% 101 8.91%
SPFA
6057
Summit Place Financial Advisors
New Jersey
$176M -$3.45M -2% 0.67% 95.2% 96 11.46%
WFP
6058
Wrenne Financial Planning
Kentucky
$176M +$7.95M +5% 2.63% 45 8.89%
MWA
6059
Mills Wealth Advisors
Texas
$176M +$30.5M +21% 1.2% 37.4% 67 25.37%
EAM
6060
Exane Asset Management
France
$176M +$50.8M +41% 0.32% 77.5% 34 67.65%
PPWM
6061
PFG Private Wealth Management
Florida
$176M +$3.17M +2% 0.08% 48.3% 255 12.94%
ACM
6062
Accent Capital Management
Ohio
$176M +$1.39M +0.8% 6.19% 226 24.34%
MPCG
6063
Matrix Private Capital Group
New York
$176M +$2M +1% 1.3% 62.5% 154 4.55%
RA
6064
Riverstone Advisors
Texas
$175M +$3.53M +2% 2.42% 104% 54 9.26%
PRI
6065
Prepared Retirement Institute
Pennsylvania
$175M +$9.96M +6% 0.85% 84 10.71%
DCM
6066
Delta Capital Management
New Jersey
$175M +$1.65M +1% 2.39% 125% 108 22.22%
HM
6067
Heronetta Management
New York
$175M +$11.5M +7% 4.76% 59.7% 24 4.17%
GFL
6068
Granite FO LLC
New Hampshire
$175M -$1.62M -0.9% 0.62% 111% 186 0%
BWA
6069
BCU Wealth Advisors
Illinois
$175M +$7.28M +4% 2.03% 57 14.04%
PMIA
6070
Patrick Mauro Investment Advisor
Illinois
$175M -$14.7M -8% 5.9% 31.7% 43 2.33%
CCM
6071
Ciovacco Capital Management
Georgia
$175M +$3.95M +2% 2.53% 88.5% 28 28.57%
WCAU
6072
Working Capital Advisors (UK)
United Kingdom
$175M +$22.5M +15% 18.6% 24.8% 3 0%
BCM
6073
BluePointe Capital Management
California
$175M +$20.4M +13% 4.23% 101 19.8%
KL
6074
KilterHowling LLC
Colorado
$175M +$15.5M +10% 0.52% 51.3% 52 11.54%
HAS
6075
Horizon Advisory Services
New York
$175M -$44.6M -20% 0.94% 67 65.67%