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
LFGO
4501
Legacy Financial Group (Oklahoma)
Oklahoma
$203M +$2.42M +1% 73
RL
4502
Rogco LP
Oklahoma
$203M 269
WE
4503
Wealth Effects
Massachusetts
$203M -$24.7M -11% 208
PVM
4504
Palogic Value Management
Texas
$202M -$10.6M -5% 166
ACM
4505
Azarias Capital Management
Pennsylvania
$202M +$82.8M +69% 22
WOC
4506
West Oak Capital
California
$201M -$4.43M -2% 326
WC
4507
Weil Company
California
$201M -$23.4M -10% 154
DCM
4508
Davidson Capital Management
Texas
$201M +$719K +0.4% 86
BTIM
4509
BancFirst Trust & Investment Management
Oklahoma
$201M +$29.4M +17% 49
TPWM
4510
Twelve Points Wealth Management
Massachusetts
$201M +$12.9M +7% 176
FC
4511
Finepoint Capital
Massachusetts
$201M -$88.3M -31% 39
ACM
4512
Allred Capital Management
Texas
$201M -$3.08M -2% 161
MHP
4513
Manatuck Hill Partners
Connecticut
$201M -$10.1M -5% 140
AIM
4514
Atlantic Investment Management
New York
$201M -$2.41M -1% 11
VSCP
4515
Vesey Street Capital Partners
New York
$201M -$52.2M -21% 1
CIC
4516
Chase Investment Counsel
Virginia
$200M +$2.14M +1% 133
ATC
4517
Adirondack Trust Company
New York
$200M -$13.6M -6% 496
AFG
4518
ABLE Financial Group
Arizona
$200M +$6.86M +4% 160
STAS
4519
Strong Tower Advisory Services
Minnesota
$200M -$11.2M -5% 91
IPW
4520
Intergy Private Wealth
Colorado
$200M -$4.26M -2% 76
HRC
4521
Hoertkorn Richard Charles
$200M -$7.74M -4% 86
MAM
4522
Monaco Asset Management
Monaco
$200M +$13.6M +7% 77
CGFA
4523
Colton Groome Financial Advisors
North Carolina
$200M -$13.6M -6% 126
WLPWM
4524
Walled Lake Planning & Wealth Management
Illinois
$200M -$5.89M -3% 104
LPP
4525
Long Path Partners
Connecticut
$200M -$27.8M -12% 20