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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 Avg Holding
Period (Yrs)
FIC
6826
FCG Investment Company
Tennessee
$102M – – 12.3% – 90 – 0
MVA
6827
Mount Vernon Associates
Maryland
$102M +$11.5M +13% 14.8% 119% 52 3.85% 7
BCM
6828
BCK Capital Management
Connecticut
$102M -$94.6M -48% 21.3% 161% 113 58.41% 0.6
EECFX
6829
EnCap Energy Capital Fund X
Texas
$102M -$149M -59% 7.67% – 1 0% 0.5
RSWA
6830
Robinson Smith Wealth Advisors
Maine
$102M – – 9.11% – 82 – 0
LPP
6831
Life Planning Partners
Florida
$102M – – 8.75% – 263 – 1.2
CC
6832
Capstone Capital
Nevada
$102M – – 11% 62.8% 19 – 0
FS
6833
Financial Symmetry
North Carolina
$102M – – 9.93% 68.5% 32 – 0
FWM
6834
FMFE Wealth Management
New York
$102M – – 11.4% – 22 – 0
MGIU
6835
M&G Investments (USA)
Illinois
$101M – – 14.8% – 43 – 0
SL
6836
Stevard LLC
Illinois
$101M +$2.57M +3% 2.31% – 55 23.64% 2.6
DPCM
6837
Doma Perpetual Capital Management
Florida
$101M – – 14.4% – 8 – 0
GA
6838
Gordian Advisors
Arizona
$101M – – 9.47% – 24 – 0
S2L
6839
Sparta 24 Ltd
Israel
$101M +$15.7M +18% 10.6% 83.7% 10 20% 0.5
MWM
6840
Mosley Wealth Management
California
$101M – – 8.78% – 92 – 0
AFP
6841
Alpha Financial Partners
Kentucky
$101M +$15.2M +18% 9.6% 61.8% 96 30.21% 0.8
KWM
6842
Koa Wealth Management
California
$101M – – 10.1% 74.8% 49 – 0
RAM
6843
RedJay Asset Management
Ontario, Canada
$101M – – 14.5% – 24 – 0
EAM
6844
Exome Asset Management
New York
$101M – – 43.4% – 52 – 0
UAML
6845
US Asset Management LLC
Pennsylvania
$101M – – 12.3% – 124 – 2.1
IPWA
6846
International Private Wealth Advisors
California
$101M – – 9.38% – 106 – 0
EPL
6847
EDBI Pte Ltd
Singapore
$101M +$8.73M +9% 11.2% 6.21% 18 5.56% 1.7
CPL
6848
CAP Partners LLC
Tennessee
$101M – – 11.6% – 104 – 0
OIM
6849
Oder Investment Management
California
$101M +$8.7M +9% 11.2% 97.5% 94 9.57% 2.1
MAG
6850
Millrace Asset Group
Pennsylvania
$101M +$20.1M +25% 21.4% 113% 85 55.29% 0.8