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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
IW
6826
Instrumental Wealth
Florida
$106M +$3.11M +3% 0.15% 34.2% 52 13.46%
ARMT
6827
Amica Retiree Medical Trust
Rhode Island
$106M -$14.9M -12% 0.24% 138 5.07%
MCFP
6828
Mallini Complete Financial Planning
Florida
$105M 0.81% 60
OCM
6829
Octahedron Capital Management
California
$105M +$15.4M +17% 0.56% 150% 25 52%
EI
6830
EDMP Inc
Florida
$105M -$16.4M -13% 0.11% 68.1% 80 21.25%
VCM
6831
Vennlight Capital Management
Connecticut
$105M 9.95% 15
AC
6832
Aldebaran Capital
Indiana
$105M -$4.33M -4% 0.26% 72.5% 39 10.26%
PIC
6833
Platt Investment Counsel
Florida
$105M -$7.87M -7% 2.46% 58.9% 10 0%
CPM
6834
Corre Partners Management
New York
$105M +$26.2M +33% 16.5% 201% 4 25%
WCBA
6835
Weaver C. Barksdale & Associates
Tennessee
$104M -$6.47M -6% 3.24% 40.1% 65 9.23%
NI
6836
NDVR Inc
Massachusetts
$104M +$6.98M +7% 6.16% 114 20.18%
MBAM
6837
Mink Brook Asset Management
Florida
$104M 12.7% 28
AGFVA
6838
Accel Growth Fund V Associates
California
$104M +$39.8M +62% 69% 7.63% 2 0%
WCPI
6839
Wynnchurch Capital Partners IV
Illinois
$104M 2.35% 1
OL
6840
OneFund LLC
Florida
$104M +$5.75M +6% 6.01% 134 11.19%
ISSM
6841
Invesco Senior Secured Management
New York
$104M -$2.78M -3% 3.59% 18.1% 8 0%
YMRC
6842
Yorktown Management & Research Company
Virginia
$104M +$6.43M +7% 5.7% 223% 225 23.11%
QEI
6843
QSV Equity Investors
Illinois
$104M -$2.63M -2% 0.41% 90 8.89%
BWM
6844
Bosman Wealth Management
California
$104M 22.6% 37
BCM
6845
Bretton Capital Management
California
$104M -$894K -0.9% 0.64% 20 0%
AWF
6846
Alpha Wealth Funds
Utah
$104M 3.45% 53
WN
6847
Williams & Novak
California
$104M -$3.44M -3% 1.8% 147 27.21%
RF
6848
Roxbury Financial
New Jersey
$104M 2.01% 386
AAG
6849
Accordant Advisory Group
Maryland
$104M -$21.9M -17% 2.51% 149 17.45%
MMC
6850
Mainsail Management Company
Texas
$104M +$34.2M +49% 0.43% 55% 3 33.33%