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
BCCM
4151
Bridge Creek Capital Management
Massachusetts
$340M +$23.3M +7% 112
AI
4152
ArchPoint Investors
Florida
$340M +$36.2M +12% 74
RAG
4153
RIA Advisory Group
Iowa
$340M +$32.8M +11% 158
WA
4154
WealthTrust Axiom
Pennsylvania
$340M +$11.7M +4% 268
PCI
4155
Pacifica Capital Investments
Texas
$340M +$58.4M +21% 16
FFS
4156
Fischer Financial Services
Pennsylvania
$340M +$29.6M +10% 63
PIC
4157
Portland Investment Counsel
Ontario, Canada
$340M +$10.8M +3% 51
CWA
4158
CM Wealth Advisors
Ohio
$340M +$27.2M +9% 89
MLFP
4159
MPS Loria Financial Planners
Illinois
$340M +$2.73M +0.8% 85
SWM
4160
Silverlake Wealth Management
Vermont
$340M +$79.2M +30% 324
NTCM
4161
Nut Tree Capital Management
New York
$340M +$32.8M +11% 12
UC
4162
Unio Capital
New Jersey
$340M +$78.9M +30% 24
QC
4163
Quantessence Capital
New York
$340M -$60.2M -15% 483
KFS
4164
Kelly Financial Services
Massachusetts
$339M +$51.7M +18% 124
BA
4165
Ballast Advisors
Minnesota
$339M +$25.6M +8% 173
RBFC
4166
Roman Butler Fullerton & Co
Missouri
$339M +$81.7M +32% 266
IHWM
4167
Iron Horse Wealth Management
Iowa
$339M +$27.5M +9% 647
CFG
4168
Carr Financial Group
Massachusetts
$339M +$33.7M +11% 197
KLCM
4169
KG&L Capital Management
Louisiana
$339M +$30.2M +10% 214
DBRC
4170
D.B. Root & Company
Pennsylvania
$339M +$29M +9% 204
GCA
4171
Gradient Capital Advisors
California
$339M +$32.1M +10% 166
DP
4172
Divergent Planning
Maryland
$338M +$37M +12% 36
LFGO
4173
Legacy Financial Group (Oklahoma)
Oklahoma
$338M +$26.8M +9% 93
NG
4174
NatWest Group
United Kingdom
$338M -$991K -0.3% 38
SM
4175
Selkirk Management
New Jersey
$338M +$77.6M +30% 15