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
DJC
5176
Daily Journal Corp
California
$209M +$24.1M +13% 4
SC
5177
Scholtz & Company
Connecticut
$209M -$2.54M -1% 57
WP
5178
Wealthspan Partners
Iowa
$209M +$6.73M +3% 114
PL
5179
Polianta Ltd
Jersey
$209M -$3.77M -2% 95
HDA
5180
Harold Davidson & Associates
California
$209M 64
CFGF
5181
Compass Financial Group (Florida)
Florida
$209M -$7.06M -3% 41
HIC
5182
Harbor Island Capital
Massachusetts
$209M -$2.38M -1% 15
WAM
5183
Westport Asset Management
Connecticut
$209M -$4.34M -2% 76
WCM
5184
Whitefort Capital Management
New York
$209M -$10.7M -5% 19
RF
5185
Roberts Foundation
California
$209M 3
GSB
5186
Greenfield Savings Bank
Massachusetts
$209M -$2.39M -1% 153
RC
5187
Roubaix Capital
Colorado
$209M +$27.1M +15% 70
FH
5188
FWG Holdings
Florida
$208M +$7.17M +4% 109
MRCM
5189
Mill Road Capital Management
Connecticut
$208M -$2.01M -1% 28
TCOK
5190
Trust Company of Kansas
Kansas
$208M +$2.46M +1% 64
VU
5191
Valence8 US
Massachusetts
$208M -$21.2M -9% 57
HP
5192
Hound Partners
New York
$208M -$191M -48% 23
FCG
5193
Financial Connections Group
California
$208M +$4.62M +2% 245
PWA
5194
Prairie Wealth Advisors
Nebraska
$208M +$5.75M +3% 159
RA
5195
Rise Advisors
New York
$208M -$772K -0.4% 1,248
MW
5196
Marks Wealth
Maryland
$208M -$25.3M -11% 30
MWM
5197
MTC Wealth Management
Florida
$208M -$13.5M -6% 14
FPW
5198
Flagship Private Wealth
Massachusetts
$208M +$13.5M +7% 107
ICM
5199
Indaba Capital Management
California
$208M -$26.2M -11% 13
MWM
5200
McNaughton Wealth Management
California
$207M +$2.09M +1% 57