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
HCM
4751
Heathbridge Capital Management
Ontario, Canada
$246M -$5.06M -2% 29
BOC
4752
Barbara Oil Co
Illinois
$246M +$4.99M +2% 76
DFG
4753
Dupree Financial Group
Kentucky
$246M +$27.3M +12% 76
IPA
4754
Investment Planning Advisors
Georgia
$246M +$17.1M +7% 73
WAOTB
4755
Wealth Advisors of Tampa Bay
Florida
$246M +$12.5M +5% 152
RCM
4756
Robinson Capital Management
Michigan
$246M -$1.78M -0.7% 135
YCM
4757
Yakira Capital Management
Connecticut
$246M -$6.32M -3% 282
MC
4758
Mathes Company
New York
$246M -$28.2M -10% 128
BWL
4759
Beacon Wealthcare LLC
North Carolina
$246M -$665K -0.3% 26
VAM
4760
Verity Asset Management
North Carolina
$246M +$68.3M +38% 221
PC
4761
Prairiewood Capital
North Dakota
$246M +$11.7M +5% 79
WCM
4762
Weik Capital Management
Pennsylvania
$246M -$115K -0% 94
EWA
4763
Encompass Wealth Advisors
Oregon
$246M -$1.97M -0.8% 102
CRI
4764
Commonwealth Retirement Investments
Virginia
$246M +$2.86M +1% 105
SAM
4765
Stenahm Asset Management
Guernsey
$246M 28
IIA
4766
ICW Investment Advisors
Arizona
$245M +$5.87M +2% 140
BFS
4767
Burkett Financial Services
South Carolina
$245M +$862K +0.4% 263
RLIM
4768
Red Lighthouse Investment Management
New York
$245M -$7.42M -3% 113
KA
4769
Kercheville Advisors
Texas
$245M -$12.4M -5% 105
CL
4770
CRCM LP
California
$245M -$646K -0.3% 7
ITB
4771
Idaho Trust Bank
Idaho
$245M +$46.8M +24% 106
LFA
4772
LifeGuide Financial Advisors
Pennsylvania
$245M +$11.9M +5% 44
KCM
4773
Kaye Capital Management
California
$245M +$24.5M +11% 47
NRCM
4774
Northern Right Capital Management
Connecticut
$245M -$24.2M -9% 28
WOCP
4775
White Oak Capital Partners
Singapore
$245M +$63.7M +35% 15