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
4501
Union Heritage Capital
Michigan
$271M +$16.7M +7% 59
KA
4502
Kooman & Associates
Pennsylvania
$271M +$22.1M +9% 48
VVVM4
4503
Viola Ventures VC Management 4
Israel
$271M +$8.6M +3% 5
3F
4504
360 Financial
Minnesota
$271M +$6.11M +2% 96
CHA
4505
Carmichael Hill & Associates
Maryland
$271M +$24.9M +10% 710
CFP
4506
Cypress Financial Planning
New Jersey
$270M +$31.5M +13% 77
SC
4507
Sawyer & Company
Massachusetts
$270M +$18.6M +7% 199
RC
4508
Rovin Capital
Arizona
$270M +$30M +12% 184
GTAM
4509
Global Trust Asset Management
Florida
$270M +$21.7M +9% 511
C
4510
CEDRUS
Colorado
$270M +$70M +35% 192
GWM
4511
Graybill Wealth Management
Illinois
$270M +$23.4M +10% 60
CPC
4512
Congress Park Capital
New York
$270M +$20.8M +8% 123
MFG
4513
Monumental Financial Group
Maryland
$270M +$40.2M +18% 43
TAM
4514
Townsend Asset Management
North Carolina
$269M +$11.4M +4% 203
PSC
4515
Patient Square Capital
California
$269M +$54M +25% 11
PLU
4516
Performa Ltd (US)
South Carolina
$269M +$26.3M +11% 58
AA
4517
Argent Advisors
Louisiana
$269M +$17.4M +7% 140
DFG
4518
Delta Financial Group
New Jersey
$269M +$30.6M +13% 140
SIP
4519
Stoneridge Investment Partners
Pennsylvania
$269M +$4.5M +2% 149
LOAMU
4520
Lombard Odier Asset Management (USA)
New York
$269M +$4.33M +2% 333
SGA
4521
Siguler Guff Advisers
New York
$269M +$35.4M +15% 5
NRCM
4522
Northern Right Capital Management
Connecticut
$269M -$1.94M -0.7% 36
SRC
4523
Stone Run Capital
New York
$269M +$18.2M +7% 71
AWM
4524
Accel Wealth Management
Iowa
$269M +$18.7M +7% 274
DP
4525
Divergent Planning
Maryland
$268M +$17.4M +7% 29