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
FCT
4701
Family Capital Trust
Massachusetts
$299M +$10.2M +4% 96
PCS
4702
Private Client Services
Kentucky
$299M +$42.1M +16% 223
TAP
4703
Tounjian Advisory Partners
Florida
$299M -$217M -42% 248
CAM
4704
Costello Asset Management
Pennsylvania
$299M +$32.5M +12% 705
BMC
4705
Bear Mountain Capital
Washington
$299M +$19.5M +7% 326
VG
4706
Visualize Group
New York
$299M -$1.01M -0.3% 16
JWS
4707
Juncture Wealth Strategies
Arizona
$298M +$17M +6% 145
CC
4708
Checkpoint Capital
California
$298M +$83.9M +39% 11
YAL
4709
Your Advocates Ltd
Texas
$298M +$20.2M +7% 229
IWMA
4710
Ironwood Wealth Management (Arizona)
Arizona
$298M +$24.5M +9% 42
HPM
4711
H. Partners Management
New York
$298M -$32M -10% 3
DC
4712
Defender Capital
North Carolina
$298M +$3.65M +1% 40
ACM
4713
Ariose Capital Management
Hong Kong
$298M +$140M +88% 44
ATC
4714
Adirondack Trust Company
New York
$298M +$22.7M +8% 521
CFM
4715
Capricorn Fund Managers
United Kingdom
$298M +$86.2M +41% 78
DPCM
4716
Doma Perpetual Capital Management
Florida
$298M +$33.8M +13% 12
CHJWM
4717
Carlton Hofferkamp & Jenks Wealth Management
Texas
$298M +$21.9M +8% 145
OWM
4718
OneAscent Wealth Management
Alabama
$298M +$26.2M +10% 196
GIM
4719
Gold Investment Management
Alberta, Canada
$298M +$32M +12% 203
FRA
4720
Front Row Advisors
California
$298M +$10.1M +4% 563
SM
4721
Sweeney & Michel
California
$298M +$16M +6% 139
VAM
4722
Vert Asset Management
California
$297M +$22.8M +8% 45
OFG
4723
Omega Financial Group
California
$297M +$20.1M +7% 102
HIA
4724
HTG Investment Advisors
Connecticut
$297M +$28.3M +11% 78
T2I
4725
Turim 21 Investimentos
Brazil
$297M -$214M -42% 151