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
WTFG
4401
Wells Trecaso Financial Group
Ohio
$190M +$9.92M +6% 83
IF
4402
IRON Financial
Illinois
$190M -$9.18M -5% 150
IIM
4403
Ironwood Investment Management
Massachusetts
$189M +$18.4M +11% 176
LFS
4404
Legacy Financial Strategies
Kansas
$189M -$7.01M -4% 69
CGI
4405
Calixto Global Investors
Florida
$189M -$22M -10% 21
VIM
4406
VCU Investment Management
Virginia
$189M -$4.47M -2% 8
UBPAM
4407
Union Bancaire Privee Asset Management
New York
$189M -$28.3M -13% 38
LSWM
4408
Lorne Steinberg Wealth Management
Canada
$189M +$28.3M +18% 66
RHAM
4409
Round Hill Asset Management
California
$189M +$10.6M +6% 61
GCA
4410
Gradient Capital Advisors
California
$189M +$13.8M +8% 106
PCMC
4411
Private Capital Management (Colorado)
Colorado
$189M +$20.6M +12% 132
GWM
4412
Graybill Wealth Management
Illinois
$189M +$11.5M +6% 54
WMRU
4413
William Marsh Rice University
Texas
$189M +$51.7M +38% 7
AA
4414
AF Advisors
California
$189M -$13.3M -7% 23
MCP
4415
Martin Capital Partners
Oregon
$188M +$17.3M +10% 72
APCM
4416
Arbiter Partners Capital Management
New York
$188M +$18.5M +11% 48
FDS
4417
Freedom Day Solutions
Texas
$188M +$4.52M +2% 101
BDWCC
4418
B&D White Capital Company
Texas
$188M +$12.4M +7% 90
FA
4419
Fountainhead AM
New Jersey
$188M +$27.4M +17% 63
QAM
4420
Q3 Asset Management
Michigan
$188M +$61.7M +49% 68
LFM
4421
Lumina Fund Management
New York
$188M +$3.91M +2% 32
BC
4422
Barnett & Company
Tennessee
$188M +$28.8M +18% 313
ATC
4423
Adirondack Trust Company
New York
$188M +$21.5M +13% 401
PFM
4424
Patton Fund Management
Texas
$188M -$10.4M -5% 115
GAM
4425
Grandview Asset Management
Pennsylvania
$188M +$34.8M +23% 539