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
UHC
4276
Union Heritage Capital
Michigan
$201M 61
SC
4277
Sawyer & Company
Massachusetts
$201M +$4.68M +2% 171
WC
4278
Wynnefield Capital
New York
$201M +$2.82M +1% 19
TIA
4279
Tiemann Investment Advisors
California
$201M +$12.6M +7% 208
MIRH
4280
Madison International Realty Holdings
New York
$201M +$24.4M +14% 7
CCM
4281
Consolidated Capital Management
California
$200M +$43.9M +28% 45
LIM
4282
Lagoda Investment Management
New York
$200M +$14.7M +8% 36
RBFC
4283
Roman Butler Fullerton & Co
Missouri
$200M +$30.5M +18% 205
SFA
4284
Spectrum Financial Alliance
Kentucky
$200M +$23.8M +14% 15
OBWG
4285
Onyx Bridge Wealth Group
New York
$200M +$47.1M +31% 115
CC
4286
Cowbird Capital
New York
$200M +$809K +0.4% 14
NC
4287
Nixon Capital
Texas
$200M +$50.8M +34% 40
IVMX
4288
Institutional Venture Management XV
California
$199M -$11.2M -5% 6
KA
4289
Kercheville Advisors
Texas
$199M +$15.7M +9% 124
PCMK
4290
Paragon Capital Management (Kansas)
Kansas
$199M +$14M +8% 68
MPEM
4291
Marathon Partners Equity Management
New York
$199M -$12.9M -6% 16
SHWM
4292
Smith & Howard Wealth Management
Georgia
$199M +$11.6M +6% 68
MCIA
4293
Mountain Capital Investment Advisors
Colorado
$199M +$33.5M +20% 155
LWA
4294
Lowe Wealth Advisors
Maryland
$199M +$1.98M +1% 302
WW
4295
Waterfront Wealth
Kansas
$199M +$57.7M +41% 184
BFS
4296
Bickling Financial Services
Massachusetts
$199M +$36.5M +23% 116
BRA
4297
Biechele Royce Advisors
Indiana
$199M +$21.3M +12% 45
FBT
4298
First Bank & Trust
South Dakota
$199M +$40.7M +26% 432
SHIM
4299
Stone House Investment Management
Pennsylvania
$199M -$52K -0% 36
CPWM
4300
Cardinal Point Wealth Management
California
$198M +$1.66M +0.8% 40