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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
RCM
6151
Rockbridge Capital Management
Virginia
$163M -$12.5M -7% 2.52% 25 8%
WFG
6152
Wormser Freres Gestion
France
$163M -$4.86M -3% 6.16% 50 6%
FAFN
6153
First Affirmative Financial Network
Colorado
$163M -$10M -6% 0.14% 293 16.38%
HCP
6154
Hardin Capital Partners
South Carolina
$163M -$2.61M -2% 0.72% 126 18.25%
IA
6155
Incentive AS
Norway
$163M -$38.6M -19% 19.3% 2 0%
MCA
6156
Midwest Capital Advisors
Michigan
$163M +$26.1M +19% 2.04% 195 8.72%
EWS
6157
Eagle Wealth Strategies
New Jersey
$163M +$24.9M +18% 2.5% 113 21.24%
BFA
6158
Bright Financial Advisors
Michigan
$163M +$3.75M +2% 0.8% 62 17.74%
IVGAI
6159
Index Venture Growth Associates IV
Jersey
$163M -$13.3M -8% 7.54% 1 0%
CAAM
6160
Cape Ann Asset Management
United Kingdom
$163M +$4.11M +3% 11.8% 199% 8 12.5%
FS
6161
Financial Symmetry
North Carolina
$163M +$15.3M +10% 0.56% 52 19.23%
I
6162
Immersion
Florida
$163M +$6.99M +4% 1.98% 8 37.5%
GC
6163
Glenorchy Capital
Australia
$163M -$8.05M -5% 0.09% 66 4.55%
MFA
6164
Millington Financial Advisors
Illinois
$163M -$9.59M -6% 3.32% 77.5% 97 24.74%
PFA
6165
Plotkin Financial Advisors
Maryland
$163M -$5.83M -3% 4.44% 95.3% 98 13.27%
RF
6166
Rubicon Founders
Tennessee
$163M +$49.7M +44% 32.3% 3 66.67%
FFG
6167
Foundry Financial Group
New Hampshire
$162M +$910K +0.6% 0.79% 62 9.68%
RB
6168
Robert Bosch
Germany
$162M -$194M -54% 3.29% 4 75%
FP
6169
Factorial Partners
New York
$162M -$11.9M -7% 4.82% 80.1% 70 7.14%
IGM
6170
Incline Global Management
New York
$162M +$30.3M +23% 11.4% 40.1% 31 38.71%
LHA
6171
Little Harbor Advisors
Massachusetts
$162M -$7.2M -4% 4.05% 59% 7 0%
JIM
6172
JCP Investment Management
Texas
$162M -$7.56M -4% 0.27% 94.7% 20 30%
AF
6173
AGP Franklin
Tennessee
$162M -$2.28M -1% 0.72% 91 25.27%
FCM
6174
Family Capital Management
Michigan
$162M -$3.55M -2% 4.25% 70.5% 76 13.16%
V
6175
ViaWealth
Kansas
$162M -$3.64M -2% 1.82% 77.2% 153 7.84%