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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
TGI
7601
TRV GP IV
Massachusetts
$92.9M +$12.7M +16% 38.9% 1,102% 3 33.33%
BIS
7602
BG Investment Services
Guam
$92.8M -$6.45M -6% 2.54% 36 22.22%
RAM
7603
Revere Asset Management
Texas
$92.7M -$25.1M -21% 3.41% 32 78.13%
GPWM
7604
Grant Private Wealth Management
California
$92.7M -$30K -0% 6.88% 123 14.63%
IWC
7605
Infinity Wealth Counsel
Ohio
$92.6M -$1.11M -1% 1.27% 59 5.08%
RTM
7606
Red Tree Management
California
$92.6M -$59.3M -39% 29% 4 0%
LWA
7607
LifeGoal Wealth Advisors
New York
$92.6M +$423K +0.5% 0.89% 69 20.29%
CCM
7608
Crabel Capital Management
California
$92.6M +$61.8M +201% 3.49% 13.9% 53 47.17%
BI
7609
BFI Infinity
Switzerland
$92.6M +$534K +0.6% 9.13% 62 43.55%
TF
7610
Tandem Financial
Colorado
$92.5M -$1.99M -2% 3.1% 88 38.64%
TBNY
7611
Trustco Bank (New York)
New York
$92.3M -$483K -0.5% 2.55% 131% 67 1.49%
NFC
7612
Northstar Financial Companies
Pennsylvania
$92.2M -$13.5M -13% 1.6% 114 14.04%
MFG
7613
Mendota Financial Group
Wisconsin
$92.2M -$62.1M -40% 0.44% 53.8% 381 72.18%
TAI
7614
Terra Alpha Investments
District of Columbia
$92.1M -$6.72M -7% 7.16% 33 3.03%
YMRC
7615
Yorktown Management & Research Company
Virginia
$92M -$12M -12% 3.87% 223% 235 25.53%
SPL
7616
Smart Portfolios LLC
Washington
$92M -$3.52M -4% 1.37% 41.3% 96 2.08%
VFM
7617
Vision Financial Markets
Connecticut
$91.9M -$1.35M -1% 0.58% 446 49.33%
YCMGA
7618
York Capital Management Global Advisors
New York
$91.9M +$49.8M +119% 1.51% 74.1% 5 40%
4A
7619
4Wealth Advisors
Illinois
$91.8M -$8.07M -8% 0.61% 153 24.84%
KCM
7620
Kennondale Capital Management
Virginia
$91.7M -$860K -0.9% 0.7% 85 10.59%
FEM
7621
Fulcrum Equity Management
Texas
$91.6M -$9.53M -9% 1.51% 110% 127 37.8%
IC
7622
Inkwell Capital
Florida
$91.5M -$1.98M -2% 0.64% 33 12.12%
BCPE
7623
Bain Capital Public Equity
Massachusetts
$91.5M -$62.7M -41% 2.76% 169% 38 76.32%
VWM
7624
Verus Wealth Management
Wisconsin
$91.3M +$2.1M +2% 0.59% 54 3.7%
PAM
7625
Parvin Asset Management
South Dakota
$91.3M -$3.46M -4% 7.97% 425 37.41%