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
BRC
3276
Bell Rock Capital
Delaware
$197M +$9.51M +5% 480
FA
3277
Fiducient Advisors
Illinois
$197M +$1.99M +1% 20
SC
3278
Slow Capital
California
$197M -$25.4M -11% 208
EFSCE
3279
Enterprise Financial Services Corp (EFSC)
Missouri
$197M +$2.97M +2% 1,014
KA
3280
Kaizen Advisory
Illinois
$197M +$95.5M +94% 591
NG
3281
Northstar Group
New York
$196M +$4M +2% 125
ZF
3282
Zhang Financial
Michigan
$196M +$5.23M +3% 80
PMFA
3283
Plante Moran Financial Advisors
Michigan
$196M +$13.7M +8% 1,032
HWM
3284
Holloway Wealth Management
Florida
$196M +$11.8M +6% 303
WRTC
3285
Wind River Trust Company
Wyoming
$196M +$248K +0.1% 8
TFCP
3286
Twin Focus Capital Partners
Massachusetts
$196M -$5.58M -3% 111
SIAS
3287
Shine Investment Advisory Services
Colorado
$196M +$7.23M +4% 684
MA
3288
Minerva Advisors
Pennsylvania
$195M +$5.84M +3% 78
TCMG
3289
TSP Capital Management Group
New Jersey
$195M -$14.2M -7% 57
SM
3290
Soapstone Management
Maryland
$195M +$28.7M +17% 17
AMIM
3291
Aull & Monroe Investment Management
Alabama
$195M +$2.93M +2% 133
OFG
3292
Oxford Financial Group
Indiana
$194M +$19.8M +11% 36
SAM
3293
Steinberg Asset Management
New York
$194M -$29.7M -13% 48
WA
3294
WealthTrust-Arizona
Arizona
$194M +$4.66M +2% 728
WAM
3295
Wilsey Asset Management
California
$194M +$11.4M +6% 20
OCA
3296
Otter Creek Advisors
Florida
$194M -$34.3M -15% 94
GII
3297
Gryphon International Investment
Ontario, Canada
$193M -$951K -0.5% 23
PAA
3298
Peregrine Asset Advisers
Oregon
$193M +$42.4M +28% 125
ISSM
3299
Invesco Senior Secured Management
New York
$193M +$135K +0.1% 20
CC
3300
Covalis Capital
United Kingdom
$193M +$55.4M +40% 39