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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
BCM
6076
Banyan Capital Management
Georgia
$230M -$1.96M -0.8% 4.14% 42.5% 55 0%
LCM
6077
LCM Capital Management
Illinois
$230M +$30.7M +15% 19% 108% 132 18.94%
BC
6078
BDFS Capital
Delaware
$230M +$22.2M +11% 6.77% 149 30.2%
ICMARC
6079
International City Management Association Retirement Corp
District of Columbia
$230M +$34.8M +18% 9.68% 42.9% 6 0%
MPCG
6080
Matrix Private Capital Group
New York
$230M +$22.5M +11% 9.57% 62.5% 148 8.11%
ACM
6081
Azarias Capital Management
Pennsylvania
$230M +$6.68M +3% 9.32% 93.1% 25 12%
IIA
6082
Integrity Investment Advisors
Colorado
$230M +$45.4M +25% 16.9% 79 15.19%
LS
6083
LCW Services
Virginia
$230M +$28.4M +14% 11.7% 40 2.5%
AIFS
6084
A&I Financial Services
Colorado
$230M +$18.5M +9% 11.4% 86 25.58%
CP
6085
Catalys Pacific
Japan
$229M -$1.26M -0.5% 0.54% 2 0%
HIA
6086
Highland Investment Advisors
Florida
$229M 9.85% 734
AIM
6087
Alhambra Investment Management
Florida
$229M +$12.6M +6% 9.94% 61.5% 189 10.58%
CAIM
6088
Catherine Avery Investment Management
Florida
$229M +$5.55M +2% 15% 173 41.04%
PRRFG
6089
Paul R. Ried Financial Group
Washington
$229M +$13.8M +6% 6.75% 47 12.77%
SWIM
6090
Smallwood Wealth Investment Management
New Jersey
$229M +$39.1M +21% 12.7% 67.4% 551 9.07%
PPA
6091
Painted Porch Advisors
California
$229M +$19.3M +9% 9.76% 81 24.69%
AAG
6092
Asset Advisory Group
New Jersey
$229M +$29.5M +15% 13.2% 126 8.73%
TI
6093
tru Independence
Oregon
$229M +$26.5M +13% 11.3% 55.7% 110 9.09%
IAAG
6094
Innovative Asset Advisors Group
Connecticut
$229M +$55.4M +32% 29.4% 1,099 79.34%
WCM
6095
Wildcat Capital Management
New York
$229M +$122M +115% 120% 126% 3 33.33%
DCC
6096
Dow Chemical Company
Michigan
$228M -$10.3M -4% 2.29% 29.4% 6 50%
SPFA
6097
Summit Place Financial Advisors
New Jersey
$228M +$20.1M +10% 11% 95.2% 116 13.79%
BIA
6098
Benchmark Investment Advisors
Illinois
$228M +$56M +33% 56.3% 79 15.19%
ACM
6099
Adalta Capital Management
New York
$228M +$18.7M +9% 16% 80.4% 108 14.81%
MHFA
6100
Mission Hills Financial Advisory
California
$228M +$32.3M +17% 7.52% 89 39.33%