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
MCM
3251
Monarch Capital Management
Indiana
$307M -$28.7M -9% 121
TAM
3252
Tucker Asset Management
Colorado
$307M -$2.99M -1% 938
HWM
3253
HFR Wealth Management
New York
$307M -$24.6M -7% 60
FPB
3254
First PREMIER Bank
South Dakota
$306M -$28.5M -9% 434
BCP
3255
Bayberry Capital Partners
New York
$306M -$13.4M -4% 18
JWM
3256
Janiczek Wealth Management
Colorado
$306M -$29.3M -9% 1,087
MAC
3257
Monarch Alternative Capital
New York
$306M -$43.4M -12% 9
KC
3258
Kadensa Capital
Hong Kong
$306M +$42.6M +16% 28
HP
3259
Harbourvest Partners
Massachusetts
$306M +$1.16M +0.4% 69
SF
3260
Symphony Financial
Texas
$306M -$32.3M -10% 204
UF
3261
Univest Financial
Pennsylvania
$306M -$895K -0.3% 109
OWA
3262
One Wealth Advisors
California
$306M -$67.9M -18% 221
PIM
3263
Parker Investment Management
California
$305M -$127M -29% 29
WCP
3264
Welch Capital Partners
New York
$305M -$20M -6% 35
NIC
3265
Northwest Investment Counselors
Oregon
$305M -$20.8M -6% 593
HFA
3266
High Falls Advisors
New York
$305M -$16.7M -5% 119
MWA
3267
Monograph Wealth Advisors
California
$305M -$39.6M -11% 84
ISWM
3268
Independent Solutions Wealth Management
New York
$305M -$15.9M -5% 227
NQWM
3269
Northwest Quadrant Wealth Management
Oregon
$305M -$17.8M -6% 59
TNA
3270
True North Advisors
Texas
$305M -$16.2M -5% 205
PA
3271
Perennial Advisors
New York
$305M -$16.4M -5% 89
BWM
3272
Brickley Wealth Management
California
$305M -$18.5M -6% 45
FC
3273
Finepoint Capital
Massachusetts
$304M +$14.8M +5% 64
ACM
3274
Axar Capital Management
New York
$304M -$559K -0.2% 2
EL
3275
Essex LLC
Illinois
$304M -$19M -6% 156