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
TBC
5176
Ted Buchan & Co
California
$211M +$24.4M +13% 90
WPM
5177
Worldly Partners Management
Massachusetts
$210M +$24.1M +13% 3
UAM
5178
Unison Asset Management
Florida
$210M +$12.8M +6% 35
WGCA
5179
Wolf Group Capital Advisors
Virginia
$210M -$43.5M -17% 142
SIMC
5180
Squire Investment Management Company
Utah
$210M +$33.9M +19% 62
MRCM
5181
Mill Road Capital Management
Connecticut
$210M +$22.5M +12% 24
ACM
5182
Ayrshire Capital Management
Connecticut
$210M +$14M +7% 49
BA
5183
Bridge Advisory
California
$210M +$7.23M +4% 101
CL
5184
COWA LLC
Oklahoma
$210M +$22.6M +12% 139
SFPG
5185
Stonebridge Financial Planning Group
Florida
$210M +$10.9M +5% 160
TRIA
5186
Trail Ridge Investment Advisors
Colorado
$210M +$16.4M +8% 108
WCM
5187
Winthrop Capital Management
Indiana
$210M +$9.87M +5% 183
PWMG
5188
Pioneer Wealth Management Group
Texas
$210M +$21.4M +11% 42
TC
5189
Tejara Capital
United Kingdom
$210M -$65.1M -24% 78
BP
5190
BCK Partners
New York
$210M +$16.1M +8% 30
FFC
5191
First Financial Corp
Indiana
$210M +$13.2M +7% 471
MWP
5192
Meredith Wealth Planning
Illinois
$210M +$18.7M +10% 49
KPWG
5193
KFA Private Wealth Group
Virginia
$210M +$16.3M +8% 83
NL
5194
NKCFO LLC
Illinois
$209M +$26.1M +14% 114
SCP
5195
Stevens Capital Partners
Nebraska
$209M +$15.6M +8% 62
MFG
5196
Mendota Financial Group
Wisconsin
$209M +$22.8M +12% 1,220
AIM
5197
Astor Investment Management
Illinois
$209M -$8.22M -4% 35
FOA
5198
Five Oceans Advisors
California
$209M +$18.1M +10% 206
LC
5199
Lavaca Capital
Texas
$209M +$25.7M +14% 108
RA
5200
Rise Advisors
New York
$209M +$20M +11% 1,262