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
CI
5051
Cordant Inc
Oregon
$171M +$6.26M +4% 400
BHBT
5052
Burke & Herbert Bank & Trust
Virginia
$171M +$15.8M +10% 153
BMA
5053
Brooks Moore & Associates
Tennessee
$170M +$17.7M +12% 100
FLC
5054
Fifth Lane Capital
Texas
$170M 299
ACM
5055
AUA Capital Management
Pennsylvania
$170M +$12.5M +8% 364
RWA
5056
Rainsberger Wealth Advisors
Colorado
$170M 66
CFC
5057
Coyle Financial Counsel
Illinois
$170M -$752K -0.4% 68
CCM
5058
Conway Capital Management
California
$170M +$22.7M +15% 75
BSI
5059
Bregal Sagemount I
Jersey
$170M -$103M -38% 1
BI
5060
Bregal Investments
New York
$170M -$103M -38% 1
BNAGPJ
5061
Bregal North America General Partner Jersey
Jersey
$170M -$103M -38% 1
EA
5062
Eudaimonia Advisors
Tennessee
$170M 165
WDC
5063
Woodward Diversified Capital
California
$170M +$10.5M +7% 219
EML
5064
Eos Management LP
New York
$170M +$9.09M +6% 30
SAM
5065
Stone Asset Management
Texas
$170M 42
BAM
5066
Bellevue Asset Management
Washington
$170M +$6.31M +4% 604
FRM
5067
Fox Run Management
Connecticut
$170M +$10.9M +7% 780
KCM
5068
Kempner Capital Management
Texas
$170M -$5.83M -3% 57
7CM
5069
7G Capital Management
New York
$170M +$40.4M +31% 5
CT
5070
Clearstead Trust
Maine
$170M +$11.6M +7% 204
VAM
5071
Verity Asset Management
North Carolina
$169M +$14.9M +10% 227
TFA
5072
Trinity Financial Advisors
Ohio
$169M +$19.8M +13% 67
VWM
5073
Vigilare Wealth Management
Arizona
$169M +$7.51M +5% 206
IVM
5074
InterWest Venture Management
California
$169M -$72.3M -30% 10
CCM
5075
Cox Capital Management
Massachusetts
$169M +$20.6M +14% 82