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
G
5151
Gainplan
Michigan
$212M +$4.54M +2% 63
OFS
5152
OMC Financial Services
New York
$212M -$722K -0.3% 60
TP
5153
TenCore Partners
New York
$211M -$48.4M -19% 14
AIC
5154
Anthracite Investment Company
Texas
$211M +$23.4M +12% 103
HIC
5155
Harbor Island Capital
Massachusetts
$211M -$20.8M -9% 15
BIA
5156
Beacon Investment Advisors
Maryland
$211M +$15.8M +8% 155
NWM
5157
Napa Wealth Management
California
$211M +$63.2M +43% 182
HPFG
5158
Hart & Patterson Financial Group
Massachusetts
$211M +$9.28M +5% 73
EHWM
5159
Eads & Heald Wealth Management
Georgia
$211M +$4.09M +2% 148
TW
5160
Towerpoint Wealth
California
$211M +$10.7M +5% 87
GSB
5161
Greenfield Savings Bank
Massachusetts
$211M +$16.4M +8% 155
SEM
5162
Strategic Equity Management
Arizona
$211M +$57.4M +37% 55
EC
5163
Eaton-Cambridge
Arizona
$211M +$15.4M +8% 31
TBC
5164
Ted Buchan & Co
California
$211M +$24.4M +13% 90
WPM
5165
Worldly Partners Management
Massachusetts
$210M +$24.1M +13% 3
UAM
5166
Unison Asset Management
Florida
$210M +$12.8M +6% 35
WGCA
5167
Wolf Group Capital Advisors
Virginia
$210M -$43.5M -17% 142
SIMC
5168
Squire Investment Management Company
Utah
$210M +$33.9M +19% 62
MRCM
5169
Mill Road Capital Management
Connecticut
$210M +$22.5M +12% 24
ACM
5170
Ayrshire Capital Management
Connecticut
$210M +$14M +7% 49
BA
5171
Bridge Advisory
California
$210M +$7.23M +4% 101
CL
5172
COWA LLC
Oklahoma
$210M +$22.6M +12% 139
SFPG
5173
Stonebridge Financial Planning Group
Florida
$210M +$10.9M +5% 160
TRIA
5174
Trail Ridge Investment Advisors
Colorado
$210M +$16.4M +8% 108
WCM
5175
Winthrop Capital Management
Indiana
$210M +$9.87M +5% 183