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
BRCM
3376
Bright Rock Capital Management
Massachusetts
$510M +$16.2M +3% 75
ICP
3377
Interchange Capital Partners
Pennsylvania
$510M +$77.2M +18% 372
BWP
3378
Bernardo Wealth Planning
Pennsylvania
$510M +$49.5M +11% 128
VBFG
3379
Vishria Bird Financial Group
Tennessee
$510M +$209M +69% 105
KNW
3380
Kesler Norman & Wride
Utah
$510M -$53.9M -10% 245
SFC
3381
SEG Family Corp
$510M -$150M -23% 1
ETS
3382
ESL Trust Services
New York
$510M +$20.1M +4% 310
LRWA
3383
Long Run Wealth Advisors
New York
$509M +$32.8M +7% 113
ICM
3384
Irenic Capital Management
New York
$509M +$54.7M +12% 29
RP
3385
Rowlandmiller & Partners
Georgia
$509M +$24.6M +5% 194
AFA
3386
AA Financial Advisors
Ohio
$509M +$44.8M +10% 201
MCM
3387
Mengis Capital Management
Oregon
$509M +$37.9M +8% 211
KA
3388
Kozak & Associates
Colorado
$508M +$17.2M +4% 556
LT
3389
Legacy Trust
Michigan
$507M +$99.5M +24% 190
GF
3390
Greenfield FTC
Nevada
$507M +$36.1M +8% 3
EFL
3391
ERn Financial LLC
Wisconsin
$506M +$32.5M +7% 152
FGAM
3392
Financial Gravity Asset Management
Texas
$506M 998
MCCP
3393
Mission Creek Capital Partners
California
$506M +$55.7M +12% 208
MWP
3394
Madison Wealth Partners
Wisconsin
$506M +$47.6M +10% 189
JE
3395
JMAC Enterprises
Pennsylvania
$506M +$38.6M +8% 121
TCM
3396
TruNorth Capital Management
Michigan
$506M +$55.5M +12% 417
CFP
3397
Curran Financial Partners
South Carolina
$505M +$52.8M +12% 133
AAS
3398
Asset Allocation Strategies
Michigan
$505M +$52.6M +12% 152
DA
3399
Dash Acquisitions
California
$504M +$32M +7% 74
MCM
3400
McRae Capital Management
New Jersey
$504M +$15.4M +3% 106