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
BZWA
3901
Blue Zone Wealth Advisors
California
$177M -$1.92M -1% 72
ARI
3902
Applied Research Investments
Delaware
$177M +$62.8M +55% 43
BWM
3903
BCS Wealth Management
Tennessee
$177M +$9.96M +6% 135
SC
3904
Steginsky Capital
New York
$177M +$17.3M +11% 8
BCM
3905
Beck Capital Management
Texas
$177M -$20.6M -10% 92
FLI
3906
Family Legacy Inc
South Carolina
$177M +$11.1M +7% 116
MFM
3907
Mirsky Financial Management
New York
$177M +$10.4M +6% 34
PA
3908
Procyon Advisors
Connecticut
$177M -$10.1M -5% 1,200
ACA
3909
Affinity Capital Advisors
California
$177M +$23.8M +16% 108
HCA
3910
Horan Capital Advisors
Ohio
$177M +$27.6M +19% 304
CCM
3911
Cobalt Capital Management
New Jersey
$176M +$1.52M +0.9% 40
AWM
3912
Aries Wealth Management
Maine
$176M +$12.4M +8% 154
RCM
3913
Rutabaga Capital Management
Massachusetts
$176M -$7M -4% 49
IBOK
3914
Independence Bank of Kentucky
Kentucky
$176M +$21.6M +14% 380
VCM
3915
Verde Capital Management
Michigan
$176M +$23.1M +15% 49
NCL
3916
Nishkama Capital LLC
Puerto Rico
$176M -$29.4M -14% 46
PCMK
3917
Paragon Capital Management (Kansas)
Kansas
$176M +$16.1M +10% 56
VC
3918
Voss Capital
Texas
$175M +$25.7M +17% 60
CAM
3919
Concorde Asset Management
Michigan
$175M +$55.8M +47% 191
SVI
3920
Strategic Vision Investment
Hong Kong
$175M -$2.99M -2% 24
MWVC
3921
Morgens Waterfall Vintiadis & Co
New York
$175M +$19.4M +12% 35
BI
3922
Ballast Inc
Kentucky
$175M +$16M +10% 96
MAG
3923
Mokosak Advisory Group
Iowa
$175M +$11.1M +7% 22
RFA
3924
Radnor Financial Advisors
Pennsylvania
$175M +$7.63M +5% 18
RCM
3925
Robinson Capital Management
Michigan
$175M -$102M -37% 104