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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
BWM
6051
Braeburn Wealth Management
Michigan
$233M +$58M +33% 35.1% 111 34.23%
II
6052
Ironclad Investments
Florida
$233M +$29M +14% 14.8% 3 0%
TA
6053
TRB Advisors
New York
$233M +$87M +60% 27.8% 64% 8 62.5%
BS
6054
Brighton Securities
New York
$233M +$25.2M +12% 9.98% 54 20.37%
DKCM
6055
Davidson Kahn Capital Management
California
$233M +$45.2M +24% 14.3% 73 16.44%
MCF
6056
MKA Charitable Fund
California
$233M +$8.39M +4% 13.3% 1 0%
TPBG
6057
Turning Point Benefit Group
Maryland
$232M +$75.5M +48% 5.94% 115 22.61%
LFA
6058
Lauterbach Financial Advisors
Texas
$232M +$27.7M +14% 12.4% 71.2% 87 9.2%
PC
6059
Panoramic Capital
California
$232M +$90M +63% 87.2% 56 55.36%
CHA
6060
Cooper/Haims Advisors
New York
$232M +$19.9M +9% 12.3% 53.1% 125 24.8%
2
6061
2Xideas
Switzerland
$232M -$22.9M -9% 12.6% 40.6% 49 6.12%
TGV
6062
TRV GP VI
Massachusetts
$232M +$96.7M +71% 32.8% 4 25%
EMB
6063
Elefante Mark B
$232M +$50.4M +28% 27.4% 62 9.68%
SP
6064
ShawSpring Partners
Massachusetts
$232M -$35.5M -13% 9.18% 3.53% 14 35.71%
LC
6065
Lavelle Capital
California
$232M +$70.9M +44% 10.4% 84 25%
AGC
6066
ARP Global Capital
$232M +$61.7M +36% 41.7% 36 77.78%
JHWEPV
6067
J.H. Whitney Equity Partners VII
Connecticut
$232M -$1.48M -0.6% 33.1% 407% 1 0%
EM
6068
ELCO Management
New York
$232M +$23.5M +11% 9.98% 93% 188 17.02%
OPOWM
6069
One Plus One Wealth Management
Florida
$232M -$5.36M -2% 0.63% 69.2% 100 19%
WM
6070
Wishbone Management
Illinois
$232M +$96.1M +71% 25.5% 58.7% 6 50%
SF
6071
Steffes Financial
Kansas
$232M +$42.1M +22% 15.1% 36 11.11%
ACM
6072
Accent Capital Management
Ohio
$231M +$25.2M +12% 21.2% 419 48.93%
NME
6073
Notis-McConarty Edward
$231M +$30.2M +15% 24.2% 91.2% 73 9.59%
PFSC
6074
Peoples Financial Services Corp
Pennsylvania
$231M +$20.3M +10% 19.6% 93% 278 3.96%
GPW
6075
Gray Private Wealth
Massachusetts
$231M +$32.6M +16% 13.9% 61 22.95%