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
IFPG
4401
Intrepid Financial Planning Group
Indiana
$176M -$5.93M -3% 109
PCM
4402
Palouse Capital Management
Washington
$176M -$25.8M -13% 88
WWA
4403
WC Walker & Associates
California
$176M +$5.73M +3% 77
TA
4404
Trellis Advisors
Washington
$176M -$6.74M -4% 77
DA
4405
Drake & Associates
Wisconsin
$176M -$1.16M -0.7% 71
FCC
4406
Founders Circle Capital
California
$176M +$11M +7% 12
EC
4407
EdgeRock Capital
Colorado
$176M +$29.5M +20% 428
LAM
4408
Lapides Asset Management
Connecticut
$176M -$24.9M -12% 62
ECAM
4409
East Coast Asset Management
Massachusetts
$176M -$35.5M -17% 60
PTP
4410
Platform Technology Partners
New York
$175M -$7.7M -4% 215
EWMCB
4411
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$175M -$12.8M -7% 46
MCC
4412
Malaga Cove Capital
California
$175M -$3.72M -2% 174
HS
4413
HighVista Strategies
Massachusetts
$175M +$9.44M +6% 129
LA
4414
Lifeworks Advisors
Michigan
$175M +$17.2M +11% 160
PI
4415
Pennant Investors
New Jersey
$175M -$56.8M -25% 18
MIG
4416
MGG Investment Group
New York
$175M +$23.6M +16% 2
JCM
4417
Jacobsen Capital Management
Utah
$175M -$13.2M -7% 56
HRC
4418
Hoertkorn Richard Charles
$175M -$6.99M -4% 85
WA
4419
Wilshire Advisors
California
$175M -$16.4M -9% 13
CA
4420
Calton & Associates
Florida
$175M -$5.3M -3% 254
BHA
4421
Beech Hill Advisors
New York
$175M -$12.6M -7% 88
RC
4422
Rovin Capital
Arizona
$174M +$25.7M +17% 125
CCG
4423
Ceeto Capital Group
Florida
$174M -$8.58M -5% 164
OIM
4424
Oracle Investment Management
Connecticut
$174M -$152M -47% 30
FBT
4425
First Bankers Trust
Kentucky
$174M -$16.5M -9% 113