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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
WEPOG
6401
Wealth Enhancement & Preservation of GA
Georgia
$83.5M +$22.1M +36% 4.44% 82.2% 49 22.45%
RFMS
6402
RWQ Financial Management Services
Florida
$83.4M +$33M +65% 34.2% 415% 27 48.15%
LCAM
6403
Long Corridor Asset Management
Hong Kong
$83.2M -$6.25M -7% 23.1% 58.7% 17 23.53%
TP
6404
Teca Partners
Texas
$83.1M +$12.7M +18% 11.5% 86.3% 14 21.43%
TGI
6405
TRV GP III
Massachusetts
$83M -$44.6M -35% 35.4% 170% 5 40%
1IA
6406
1620 Investment Advisors
Massachusetts
$82.9M +$369K +0.4% 3.4% 68.9% 148 21.62%
QUSVM
6407
Qiming U.S. Ventures Management
Washington
$82.6M +$7.03M +9% 54.5% 1,484% 7 0%
RCM
6408
Regency Capital Management
Hawaii
$82.6M -$4.38M -5% 2.69% 82.1% 42 50%
WAM
6409
Watershed Asset Management
California
$82.5M +$3.57M +5% 7.16% 156 51.28%
CG
6410
Clifford Group
Massachusetts
$82.5M +$2.39M +3% 4.71% 52.9% 79 22.78%
DC
6411
Dantai Capital
Hong Kong
$82.3M -$33.6M -29% 1.75% 11 72.73%
WCG
6412
Wall Capital Group
Arizona
$82.2M +$9.79M +14% 6.74% 37 67.57%
IDP
6413
In-Depth Partners
Florida
$82.2M +$27.3M +50% 28.4% 157% 14 7.14%
ETIA
6414
Epic Trust Investment Advisors
Washington
$82M +$15.6M +23% 8.06% 125 31.2%
OM
6415
OpenView Management
Massachusetts
$81.9M -$6.83M -8% 7.7% 2 0%
PM
6416
Precept Management
Texas
$81.7M +$48.1M +143% 20.9% 110% 35 85.71%
TF
6417
Threadgill Financial
Texas
$81.7M -$15.7M -16% 1.02% 49.3% 48 45.83%
ACM
6418
Ativo Capital Management
Illinois
$81.7M +$2.28M +3% 7.27% 57.9% 64 31.25%
HLCM
6419
Hickory Lane Capital Management
New York
$81.7M -$18.7M -19% 11% 31 35.48%
OIM
6420
Orca Investment Management
Oregon
$81.6M +$2.77M +4% 6.23% 93.2% 59 8.47%
DU
6421
Delphia (USA)
Ontario, Canada
$81.6M -$5.01M -6% 10.1% 351 49.29%
CIA
6422
Capital Impact Advisors
Massachusetts
$81.5M -$20.8M -20% 12.8% 250 34.8%
YSP
6423
Yarra Square Partners
New York
$81.4M +$17.5M +27% 8.95% 55.9% 19 31.58%
PWA
6424
Primoris Wealth Advisors
Florida
$81.2M +$16.3M +25% 8.95% 101% 74 22.97%
POIA
6425
Pin Oak Investment Advisors
Texas
$80.8M -$251K -0.3% 2.6% 55.7% 456 10.31%