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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)
SPC
7201
Square Peg Capital
Australia
$124M +$11.8M +10% 33.9% – 10 10% 0.5
WCM
7202
Winebrenner Capital Management
Kentucky
$124M +$13.1M +12% 5.24% – 131 9.16% 0.4
HPBT
7203
Hickory Point Bank & Trust
Illinois
$124M +$10.2M +9% 9.41% – 127 7.09% 0.5
BCVI
7204
Bain Capital Venture Investors
Massachusetts
$124M -$75.6M -38% 46.4% 34.2% 3 33.33% 2.3
SWP
7205
SIMA Wealth Partners
Virginia
$124M +$3.42M +3% 7.65% – 185 17.84% 0.9
FCMI
7206
Foresite Capital Management IV
California
$124M +$12.7M +11% 9.11% 151% 6 16.67% 2.5
GCA
7207
Gallagher Capital Advisors
Texas
$124M -$7.47M -6% 14.6% – 72 26.39% 0.4
TF
7208
TME Financial
California
$124M +$8.58M +7% 5.24% – 79 15.19% 0.4
PWM
7209
Partnership Wealth Management
Maryland
$124M +$5.71M +5% 5.89% 67.6% 72 4.17% 1.4
CIM
7210
Courant Investment Management
Tennessee
$124M +$4.14M +3% 5.36% 33.5% 8 0% 5.3
TWPM
7211
Total Wealth Planning & Management
Florida
$124M +$18.1M +17% 17.3% – 243 28.81% 0.4
SWM
7212
SpringVest Wealth Management
Texas
$123M +$2.89M +2% 3.09% – 62 11.29% 0.4
SF
7213
Seek First
California
$123M +$10.8M +10% 6.21% – 56 7.14% 0.2
AWM
7214
Accredited Wealth Management
Kentucky
$123M +$4.99M +4% 6.45% – 405 19.26% 0.4
TCM
7215
TT Capital Management
California
$123M +$4.53M +4% 0.11% – 75 18.67% 0.4
AWA
7216
Arbor Wealth Advisors
Michigan
$123M +$11.1M +10% 7.89% 58.7% 55 14.55% 1.2
MFC
7217
Miramar Fiduciary Corp
Nevada
$123M +$12M +11% 11.8% – 5 0% 3.5
SHF
7218
Stage Harbor Financial
Massachusetts
$123M +$4.99M +4% 7.68% – 63 19.05% 1
FCT
7219
First Community Trust
Iowa
$123M +$8.81M +8% 12.8% 128% 336 9.52% 2.5
MMCM
7220
Murphy & Mullick Capital Management
New York
$123M +$19.7M +19% 17.5% – 729 11.11% 0.5
FA
7221
FSA Advisors
Michigan
$123M -$3.05M -2% 8.65% – 207 28.5% 0.8
MIM
7222
Macroview Investment Management
Maryland
$123M +$16M +15% 8.34% 67.2% 100 22% 4.4
FLP
7223
Financial Life Planners
Arizona
$123M +$20.2M +20% 22.7% – 86 40.7% 0.5
SC
7224
Scratch Capital
Idaho
$123M +$26M +27% 7.34% – 37 10.81% 0.4
PIA
7225
Pollock Investment Advisors
Michigan
$123M -$975K -0.8% 2.36% – 43 6.98% 0.5