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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
RIA
6676
Richwood Investment Advisors
Ohio
$121M +$6.8M +6% 8.02% 66% 102 1.96%
BCVI
6677
Bain Capital Venture Investors
Massachusetts
$121M -$88.8M -42% 5.53% 34.2% 4 25%
JIM
6678
JCP Investment Management
Texas
$121M +$31.1M +35% 5.86% 94.7% 19 52.63%
ARMT
6679
Amica Retiree Medical Trust
Rhode Island
$121M 6.49% 134
CC
6680
Capstone Capital
Nevada
$121M +$8.63M +8% 5.68% 25 16%
MSF
6681
Mustard Seed Financial
Arkansas
$120M +$16M +15% 5.72% 84 7.14%
KGC
6682
Kennon-Green & Company
Ohio
$120M +$11.5M +11% 10.1% 43.3% 44 6.82%
FWM
6683
Fingerlakes Wealth Management
New York
$120M +$8.87M +8% 6.04% 80.2% 93 8.6%
SM
6684
Soapstone Management
Maryland
$120M -$29.6M -20% 2.44% 30.3% 20 35%
LC
6685
LTG Capital
Massachusetts
$120M +$9.82M +9% 9.24% 56% 26 0%
OAM
6686
Oxford Asset Management
United Kingdom
$120M +$17.3M +17% 7.39% 502 87.25%
KOMWMG
6687
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$120M +$12.9M +12% 6.88% 60.2% 82 18.29%
SFG
6688
Shum Financial Group
California
$120M 7.47% 90
MWM
6689
Moulton Wealth Management
Washington
$120M +$9.59M +9% 4.53% 47.1% 42 35.71%
HC
6690
Hoese & Co
Minnesota
$119M +$4.8M +4% 5.72% 46.3% 181 21.55%
2L
6691
22NW LP
Washington
$119M +$2.07M +2% 2.82% 138% 13 0%
MPA
6692
Marvin & Palmer Associates
Delaware
$119M +$21.6M +22% 12.2% 392% 44 63.64%
DW
6693
Durante & Waters
New York
$119M +$6.85M +6% 5.85% 30 0%
IIL
6694
Insight Inv LLC
California
$119M +$3.44M +3% 6.63% 136% 89 1.12%
CIM
6695
Courant Investment Management
Tennessee
$119M +$12.5M +12% 9.68% 33.5% 9 0%
BWA
6696
Blodgett Wealth Advisors
California
$119M +$903K +0.8% 2.77% 124% 61 4.92%
BI
6697
Beckerman Institutional
New Jersey
$119M 6.69% 96
TIAM2
6698
Tru Independence Asset Management 2
Oregon
$119M 4.46% 82
KA
6699
Kailix Advisors
Florida
$119M -$40.4M -25% 14.4% 16.3% 7 28.57%
WOSD
6700
WFA of San Diego
California
$119M +$6.79M +6% 5.83% 416 5.05%