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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
2P
6301
26North Partners
New York
$144M +$7.5M +6% 5.41% 77.8% 1 0%
MSRI
6302
Michael S. Ryan Inc
New York
$144M +$11.6M +9% 6.51% 60.4% 49 16.33%
BBA
6303
Braun-Bostich & Associates
Pennsylvania
$143M +$8.95M +7% 6.27% 59.5% 123 18.7%
NC
6304
Napatree Capital
Rhode Island
$143M +$20M +16% 7.22% 167 23.35%
SCA
6305
Sippican Capital Advisors
Massachusetts
$143M +$17M +13% 13% 90.1% 121 13.22%
AMAL
6306
Asset Management Advisors LLC
Oklahoma
$143M +$12.3M +9% 10.9% 124% 17 5.88%
RCM
6307
Richardson Capital Management
Wisconsin
$143M +$13.2M +10% 6.21% 189 29.1%
ECM
6308
Empirical Capital Management
Tennessee
$143M +$2.89M +2% 7.31% 24 54.17%
FS
6309
Financial Symmetry
North Carolina
$143M +$14.5M +11% 6.41% 46 10.87%
VFG
6310
Valley Financial Group
Pennsylvania
$143M +$7.07M +5% 4.95% 60 10%
EWM
6311
Echo Wealth Management
Minnesota
$143M +$10.4M +8% 5.82% 41% 49 10.2%
DIM
6312
DC Investments Management
Virginia
$143M +$24.4M +21% 5.61% 56.3% 92 13.04%
SWP
6313
Semus Wealth Partners
Florida
$143M +$13.4M +10% 6.23% 88.7% 128 15.63%
QM
6314
QVIDTVM Management
Texas
$143M +$17.8M +14% 12.1% 19.5% 8 12.5%
TP
6315
Teca Partners
Texas
$143M -$750K -0.5% 13.9% 66% 13 38.46%
OPW
6316
Osprey Private Wealth
New York
$143M 8.68% 49
CIM
6317
Caldwell Investment Management
Ontario, Canada
$143M +$9.72M +7% 13.7% 162% 39 33.33%
WFL
6318
Wealth Forward LLC
North Dakota
$143M +$14.6M +11% 6.69% 32 3.13%
CAM
6319
Clio Asset Management
Virginia
$142M +$14.4M +11% 10.9% 70% 14 14.29%
SCM
6320
Solas Capital Management
Connecticut
$142M -$40.5M -22% 1.16% 62.5% 23 34.78%
OIM
6321
Opus Investment Management
Massachusetts
$142M -$12.5M -8% 9.79% 52.8% 38 21.05%
VWA
6322
VERITY Wealth Advisors
United States
$142M +$8.73M +7% 6.1% 59.9% 76 6.58%
EC
6323
EdgeRock Capital
Colorado
$142M +$13M +10% 4.45% 71.3% 299 81.61%
CCM
6324
Crabel Capital Management
California
$142M +$60.7M +75% 4.64% 13.9% 49 28.57%
FA
6325
Financial Alternatives
California
$142M +$9.07M +7% 7.08% 50.2% 85 3.53%