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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
BW
7751
BXM Wealth
Colorado
$84.2M +$922K +1% 15.8% 121 25.62%
CFG
7752
Clayton Financial Group
Missouri
$84.1M -$189M -69% 9.39% 119 75.63%
RC
7753
Rangeley Capital
Connecticut
$83.8M -$9.56M -10% 20.6% 117 71.79%
BDPWM
7754
Barnes Dennig Private Wealth Management
Ohio
$83.5M +$17.4M +26% 7.54% 324 38.27%
RTC
7755
Real Talk Capital
Tennessee
$83.4M +$9.15M +12% 9.65% 86 11.63%
BAM
7756
BTS Asset Management
Massachusetts
$83M -$5.52M -6% 1.4% 8.8% 52 67.31%
OE
7757
October Effect
Virginia
$82.9M 32.7% 52
FLC
7758
Fifth Lane Capital
Texas
$82.6M +$59.6M +259% 10.4% 80.4% 84 79.76%
PBM
7759
Propel Bio Management
California
$82.4M -$3.68M -4% 11.8% 20 30%
FNWA
7760
Financial Network Wealth Advisors
Utah
$82.2M +$6.09M +8% 6.37% 850 12%
VVM
7761
Versant Venture Management
California
$82.1M +$21.9M +36% 11.4% 409% 8 12.5%
LSA
7762
Liberty Street Advisors
New York
$82.1M 65.5% 3
SPW
7763
Sonoma Private Wealth
California
$81.6M +$9.45M +13% 12.7% 85.7% 76 11.84%
RCP
7764
RPM Capital Partners
New York
$81.3M -$2.52M -3% 3% 1 0%
EWM
7765
Evolution Wealth Management
Florida
$81.2M 9.15% 579
FCMV
7766
Foresite Capital Management V
California
$80.7M -$6.89M -8% 3.72% 401% 6 0%
MAFA
7767
MJT & Associates Financial Advisory
Minnesota
$80.6M -$23.5M -23% 6.39% 498 9.24%
RTC
7768
Riverview Trust Company
Washington
$80.3M -$21M -21% 7.73% 87.6% 603 64.34%
UFM
7769
Ursa Fund Management
California
$80.2M +$41.2M +106% 12.2% 93.5% 46 86.96%
EFP
7770
Elser Financial Planning
Indiana
$80.2M +$7.93M +11% 4.11% 69 5.8%
TIAAOA
7771
Teachers Insurance & Annuity Association of America
New York
$80.1M +$5.13M +7% 6.84% 79 20.25%
BIS
7772
BG Investment Services
Guam
$80M -$12.8M -14% 10.2% 42 19.05%
ICP
7773
Indus Capital Partners
New York
$79.9M -$26M -25% 9.78% 117% 6 50%
QC
7774
Quaero Capital
Switzerland
$79.8M +$9.6M +14% 9.8% 62.4% 71 23.94%
TTA
7775
Thor Trading Advisors
Pennsylvania
$79.8M -$168M -68% 7.96% 16 81.25%