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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
PRTG
7426
Post Resch Tallon Group
New York
$124M +$5.33M +4% 0.35% 127 19.69%
EI
7427
EDMP Inc
Florida
$124M +$2.03M +2% 2.21% 71.6% 75 14.67%
TC
7428
Town Capital
Maryland
$124M +$1.44M +1% 1.52% 100 40%
IFO
7429
Intrepid Family Office
Florida
$124M +$7.59M +7% 4.52% 50 48%
RHDIC
7430
R.H. Dinel Investment Counsel
California
$124M -$12.8M -9% 3.94% 34.1% 41 4.88%
FC
7431
Farley Capital
New York
$123M -$11M -8% 13% 105% 19 15.79%
CPC
7432
Cadia Private Client
New Jersey
$123M -$2.76M -2% 2.43% 83 22.89%
FJWM
7433
Ferguson Johnson Wealth Management
Maryland
$123M +$2.98M +2% 0.22% 37 13.51%
PGWM
7434
Pitti Group Wealth Management
New York
$123M +$1.56M +1% 0.89% 62% 81 4.94%
DI
7435
DRH Investments
California
$123M +$14M +13% 4.58% 56.4% 18 27.78%
BCG
7436
Barington Capital Group
New York
$123M -$29.2M -19% 10.8% 55.3% 11 27.27%
GCM
7437
Gumshoe Capital Management
New York
$123M +$17.3M +16% 5.17% 9 55.56%
SPA
7438
Sound Portfolio Advisors
Connecticut
$123M +$4.05M +3% 0.65% 45 28.89%
KFG
7439
Kropog Financial Group
Louisiana
$123M -$6.01M -5% 2.8% 36 27.78%
CCM
7440
Cannon Capital Management
Utah
$123M +$9.38M +8% 2.31% 28 3.57%
MH
7441
Mishpacha Holdings
$123M +$3.39M +3% 6.67% 14 85.71%
APC
7442
Aristotle Pacific Capital
California
$123M -$121M -50% 2.27% 1.3% 5 0%
BCM
7443
Boreal Capital Management
Florida
$123M -$9.61M -7% 4.17% 526 17.87%
AT
7444
Adelphi Trust
Florida
$123M +$367K +0.3% 1.72% 112 17.86%
KIA
7445
Kraematon Investment Advisors
Massachusetts
$123M -$2.68M -2% 0.35% 80.5% 106 10.38%
SC
7446
Schubert & Co
Texas
$123M -$2.5M -2% 2.21% 47.3% 72 12.5%
GFS
7447
Geremia Financial Services
New Jersey
$123M +$1.56M +1% 3.17% 11 18.18%
TPCM
7448
Templeton & Phillips Capital Management
Tennessee
$123M -$27.5M -18% 3.89% 74.3% 61 36.07%
BSTWA
7449
Blake Schutter Theil Wealth Advisors
Ohio
$123M +$1.06M +0.9% 0.25% 117 13.68%
ACMA
7450
Arbor Capital Management (Alaska)
Alaska
$123M +$3.37M +3% 2.58% 62.7% 105 5.71%