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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
$196M +$8.56M +5% 5.51% 53.1% 223 15.7%
CFIM
6052
Client First Investment Management
Wisconsin
$196M +$33M +20% 21.7% 47 61.7%
CI
6053
Canerector Inc
Ontario, Canada
$196M +$19.7M +11% 8.64% 10 0%
TFP
6054
TrueWealth Financial Partners
Washington
$196M +$14.6M +8% 5.15% 36.4% 26 3.85%
BCM
6055
Birch Capital Management
Texas
$196M +$702K +0.4% 2.21% 48.4% 81 7.41%
FCB
6056
First County Bank
Connecticut
$196M +$9.98M +5% 7.75% 89.1% 170 5.29%
AMIM
6057
Aull & Monroe Investment Management
Alabama
$196M +$9.54M +5% 7.1% 96.6% 127 5.51%
WCM
6058
Wisconsin Capital Management
Wisconsin
$196M +$14.9M +8% 9.25% 153% 55 18.18%
ICMARC
6059
International City Management Association Retirement Corp
District of Columbia
$196M +$8.39M +4% 4.58% 42.9% 6 0%
CA
6060
Crossingbridge Advisors
New York
$195M +$81.5M +72% 0.22% 120 63.33%
HAS
6061
Horizon Advisory Services
New York
$195M +$9.29M +5% 5.66% 47 6.38%
MPWS
6062
McCarter Private Wealth Services
Massachusetts
$195M +$20.4M +12% 9.95% 130 12.31%
SSCM
6063
Spectrum Strategic Capital Management
Oregon
$195M -$3.57M -2% 8.31% 47 8.51%
PWMG
6064
Pinnacle Wealth Management Group
Michigan
$195M +$20.7M +12% 8.99% 55.7% 131 9.16%
TC
6065
Touchstone Capital
Pennsylvania
$195M 8% 49
RWRC
6066
R.W. Roge & Company
New York
$195M +$18.9M +11% 7.8% 68.1% 59 11.86%
QHA
6067
Quarry Hill Advisors
Minnesota
$195M +$23.1M +13% 7.74% 62.5% 52 13.46%
MLRA
6068
Main Line Retirement Advisors
Montana
$195M +$19.3M +11% 5.19% 46 10.87%
YEPX
6069
Yorktown Energy Partners XI
New York
$195M +$79.8M +69% 111% 105% 3 0%
FBC
6070
Fairfield, Bush & Co
Connecticut
$195M +$17.9M +10% 11.9% 112% 122 11.48%
PAM
6071
Peninsula Asset Management
Florida
$195M +$5.36M +3% 4.85% 44.1% 45 4.44%
BFA
6072
Brendel Financial Advisors
New Hampshire
$195M +$16.2M +9% 10.6% 126% 127 40.16%
TF
6073
Tenon Financial
New Jersey
$195M -$31.7M -14% 6.12% 49 8.16%
MP
6074
Makaira Partners
California
$195M -$134M -41% 8.89% 22% 13 7.69%
BAM
6075
Bosun Asset Management
Illinois
$195M -$141M -42% 8.35% 278% 200 66.5%