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
LD
4651
Lipe & Dalton
New York
$211M +$16.8M +9% 110
JCM
4652
Jacobsen Capital Management
Utah
$211M +$13.3M +7% 54
RIP
4653
Rhino Investment Partners
Pennsylvania
$211M +$13M +7% 46
BWM
4654
BNC Wealth Management
Oregon
$211M +$42.7M +25% 132
TW
4655
Towerpoint Wealth
California
$211M +$10.5M +5% 87
MPCG
4656
Matrix Private Capital Group
New York
$211M +$20.9M +11% 273
TA
4657
Trellis Advisors
Washington
$211M +$16.5M +8% 87
NCM
4658
Northwest Capital Management
Oregon
$211M +$18.9M +10% 105
SAM
4659
Selway Asset Management
$211M +$27.9M +15% 77
LIM
4660
Lagoda Investment Management
New York
$211M +$10.2M +5% 39
WCAMG
4661
Woodard & Company Asset Management Group
North Carolina
$211M +$49M +30% 110
IP
4662
Isomer Partners
New York
$211M -$80.2M -28% 23
KCM
4663
Kendall Capital Management
Maryland
$211M +$25.7M +14% 170
PAM
4664
Peninsula Asset Management
Florida
$211M +$15.9M +8% 47
MWM
4665
Marion Wealth Management
Pennsylvania
$211M 97
MIM
4666
MTM Investment Management
South Carolina
$210M +$26.3M +14% 297
GCGDR
4667
Geo Capital Gestora de Recursos
Brazil
$210M -$8.51M -4% 50
JWS
4668
Juncture Wealth Strategies
Arizona
$210M +$20.6M +11% 143
IAMOG
4669
Investors Asset Management of Georgia
Georgia
$210M +$17.5M +9% 178
GWA
4670
Geometric Wealth Advisors
District of Columbia
$210M 21
WCAU
4671
Working Capital Advisors (UK)
United Kingdom
$210M -$152M -42% 1
BSA
4672
Bull Street Advisors
Georgia
$210M +$15.8M +8% 96
SC
4673
SkyKnight Capital
California
$210M 3
EWM
4674
Elmwood Wealth Management
California
$210M 376
ATC
4675
Adirondack Trust Company
New York
$210M -$596K -0.3% 450