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
CCM
3901
Concourse Capital Management
Georgia
$126M -$509K -0.4% 55
AWM
3902
AllSquare Wealth Management
New York
$126M -$715K -0.6% 434
UWM
3903
USAdvisors Wealth Management
Minnesota
$126M +$9.04M +8% 76
RHCA
3904
Rosenthal Henry Capital Advisors
Indiana
$126M -$1.06M -0.8% 63
PFS
3905
Physicians Financial Services
North Carolina
$126M -$5.11M -4% 118
LIM
3906
Loudon Investment Management
New Hampshire
$126M -$6.34M -5% 88
KAH
3907
Kathryn A. Hall
$126M +$4.45M +4% 7
MFS
3908
Madrona Financial Services
Washington
$126M +$7.24M +6% 46
RWM
3909
Rezny Wealth Management
Florida
$126M -$10.7M -8% 14
RFO
3910
RiverGlades Family Offices
Florida
$125M +$3.63M +3% 86
CCM
3911
Copernicus Capital Management
California
$125M -$5.17M -4% 29
MRCM
3912
Mill Road Capital Management
Connecticut
$125M +$20.7M +20% 13
BI
3913
Ballast Inc
Kentucky
$125M +$6.87M +6% 87
CCM
3914
Consolidated Capital Management
California
$125M +$28.4M +29% 58
BOCM
3915
Bontempo Ohly Capital Management
Maryland
$125M -$2.96M -2% 29
ATIA
3916
American Trust Investment Advisors
New Hampshire
$125M -$2.44M -2% 84
MHIM
3917
MacNealy Hoover Investment Management
Ohio
$125M -$13.2M -10% 76
TA
3918
Townsend & Associates
Colorado
$125M +$7.99M +7% 214
CAM
3919
Caprin Asset Management
Virginia
$125M -$3.06M -2% 22
HCM
3920
HM Capital Management
Missouri
$125M +$3.3M +3% 42
EOCM
3921
Energy Opportunities Capital Management
Texas
$125M -$19.6M -14% 58
NVPX
3922
Norwest Venture Partners X
California
$125M +$12.8M +11% 4
WIA
3923
Westbourne Investment Advisors
Maryland
$125M -$6.79M -5% 110
FA
3924
Financial Advantage
Maryland
$125M -$1.26M -1% 31
WS
3925
Wela Strategies
Georgia
$125M -$2.16M -2% 39