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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)
Slocum, Gordon & Co
7201
Slocum, Gordon & Co
Rhode Island
$124M -$10.1M -8% 1.63% 65.3% 143 18.18% 1.9
AC
7202
Anson Capital
Georgia
$124M +$7.77M +7% 7.21% 50.5% 79 8.86% 1.8
HC
7203
Hoese & Co
Minnesota
$124M +$8.66M +8% 5.79% 51% 177 26.55% 2.8
Square Peg Capital
7204
Square Peg Capital
Australia
$124M +$11.8M +10% 33.9% – 10 10% 0.5
Winebrenner Capital Management
7205
Winebrenner Capital Management
Kentucky
$124M +$13.1M +12% 5.24% – 131 9.16% 0.4
Hickory Point Bank & Trust
7206
Hickory Point Bank & Trust
Illinois
$124M +$10.2M +9% 9.41% – 127 7.09% 0.5
Bain Capital Venture Investors
7207
Bain Capital Venture Investors
Massachusetts
$124M -$75.6M -38% 46.4% 34.2% 3 33.33% 2.3
SIMA Wealth Partners
7208
SIMA Wealth Partners
Virginia
$124M +$3.42M +3% 7.65% – 185 17.84% 0.9
Foresite Capital Management IV
7209
Foresite Capital Management IV
California
$124M +$12.7M +11% 9.11% 151% 6 16.67% 2.5
GCA
7210
Gallagher Capital Advisors
Texas
$124M -$7.47M -6% 14.6% – 72 26.39% 0.4
TF
7211
TME Financial
California
$124M +$8.58M +7% 5.24% – 79 15.19% 0.4
Partnership Wealth Management
7212
Partnership Wealth Management
Maryland
$124M +$5.71M +5% 5.89% 67.6% 72 4.17% 1.4
Courant Investment Management
7213
Courant Investment Management
Tennessee
$124M +$4.14M +3% 5.36% 35.2% 8 0% 5.3
Total Wealth Planning & Management
7214
Total Wealth Planning & Management
Florida
$124M +$18.1M +17% 17.3% – 243 28.81% 0.4
SWM
7215
SpringVest Wealth Management
Texas
$123M +$2.89M +2% 3.09% – 62 11.29% 0.4
Seek First
7216
Seek First
California
$123M +$10.8M +10% 6.21% – 56 7.14% 0.2
Accredited Wealth Management
7217
Accredited Wealth Management
Kentucky
$123M +$4.99M +4% 6.45% – 405 19.26% 0.4
TT Capital Management
7218
TT Capital Management
California
$123M +$4.53M +4% 0.11% – 75 18.67% 0.4
Arbor Wealth Advisors
7219
Arbor Wealth Advisors
Michigan
$123M +$11.1M +10% 7.89% 58.7% 55 14.55% 1.2
MFC
7220
Miramar Fiduciary Corp
Nevada
$123M +$12M +11% 11.8% – 5 0% 3.5
Stage Harbor Financial
7221
Stage Harbor Financial
Massachusetts
$123M +$4.99M +4% 7.68% – 63 19.05% 1
First Community Trust
7222
First Community Trust
Iowa
$123M +$8.81M +8% 12.8% 128% 336 9.52% 2.5
Murphy & Mullick Capital Management
7223
Murphy & Mullick Capital Management
New York
$123M +$19.7M +19% 17.5% – 729 11.11% 0.5
FSA Advisors
7224
FSA Advisors
Michigan
$123M -$3.05M -2% 8.65% – 207 28.5% 0.8
Macroview Investment Management
7225
Macroview Investment Management
Maryland
$123M +$16M +15% 8.34% 67.2% 100 22% 4.4