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
RL
4501
Rogco LP
Oklahoma
$203M 269
WE
4502
Wealth Effects
Massachusetts
$203M -$24.7M -11% 208
PVM
4503
Palogic Value Management
Texas
$202M -$10.6M -5% 166
ACM
4504
Azarias Capital Management
Pennsylvania
$202M +$82.8M +69% 22
WOC
4505
West Oak Capital
California
$201M -$4.43M -2% 326
WC
4506
Weil Company
California
$201M -$23.4M -10% 154
DCM
4507
Davidson Capital Management
Texas
$201M +$719K +0.4% 86
BTIM
4508
BancFirst Trust & Investment Management
Oklahoma
$201M +$29.4M +17% 49
TPWM
4509
Twelve Points Wealth Management
Massachusetts
$201M +$12.9M +7% 176
FC
4510
Finepoint Capital
Massachusetts
$201M -$88.3M -31% 39
ACM
4511
Allred Capital Management
Texas
$201M -$3.08M -2% 161
MHP
4512
Manatuck Hill Partners
Connecticut
$201M -$10.1M -5% 140
AIM
4513
Atlantic Investment Management
New York
$201M -$2.41M -1% 11
VSCP
4514
Vesey Street Capital Partners
New York
$201M -$52.2M -21% 1
CIC
4515
Chase Investment Counsel
Virginia
$200M +$2.14M +1% 133
ATC
4516
Adirondack Trust Company
New York
$200M -$13.6M -6% 496
AFG
4517
ABLE Financial Group
Arizona
$200M +$6.86M +4% 160
STAS
4518
Strong Tower Advisory Services
Minnesota
$200M -$11.2M -5% 91
IPW
4519
Intergy Private Wealth
Colorado
$200M -$4.26M -2% 76
HRC
4520
Hoertkorn Richard Charles
$200M -$7.74M -4% 86
MAM
4521
Monaco Asset Management
Monaco
$200M +$13.6M +7% 77
CGFA
4522
Colton Groome Financial Advisors
North Carolina
$200M -$13.6M -6% 126
WLPWM
4523
Walled Lake Planning & Wealth Management
Illinois
$200M -$5.89M -3% 104
LPP
4524
Long Path Partners
Connecticut
$200M -$27.8M -12% 20
GA
4525
GoalVest Advisory
New York
$200M +$5.82M +3% 494