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
RHDIC
5701
R.H. Dinel Investment Counsel
California
$112M +$11.3M +11% 51
DRD
5702
Dennis R. Delaney
$112M +$7.57M +7% 53
HFP
5703
Holistic Financial Partners
Indiana
$112M +$10.7M +11% 99
EA
5704
Echo45 Advisors
California
$112M +$13M +13% 56
RHCA
5705
Rosenthal Henry Capital Advisors
Indiana
$112M +$4.23M +4% 50
ECM
5706
EMC Capital Management
Texas
$111M +$3.35M +3% 313
DAM
5707
Diamant Asset Management
Connecticut
$111M +$8.32M +8% 64
FC
5708
Family CFO
California
$111M +$17M +18% 57
BFM
5709
Broadview Financial Management
Wisconsin
$111M +$11.5M +11% 43
VBWMG
5710
Von Berge Wealth Management Group
California
$111M +$17.1M +18% 64
KCMRT
5711
Kemper Corp Master Retirement Trust
Illinois
$111M +$3.58M +3% 2
4FG
5712
4Thought Financial Group
New York
$111M +$9.3M +9% 93
FF
5713
Financial Futures
New Jersey
$111M +$6.47M +6% 52
MVPGP
5714
Magma Venture Partners General Partner
Israel
$111M -$21.8M -16% 3
CAM
5715
Costello Asset Management
Pennsylvania
$111M +$4.94M +5% 224
EV
5716
Eclipse Ventures
California
$111M -$157M -59% 3
ILCM
5717
Ivy Lane Capital Management
Florida
$111M +$8.41M +8% 14
AWMT
5718
AAFMAA Wealth Management & Trust
North Carolina
$111M -$25M -18% 66
PPWM
5719
Paragon Private Wealth Management
Kentucky
$111M +$8.05M +8% 131
2P
5720
26North Partners
New York
$111M 3
CBCM
5721
Cook & Bynum Capital Management
Alabama
$111M +$16.1M +17% 5
AFT
5722
Alpha Family Trust
California
$111M -$21.5M -16% 132
YEPX
5723
Yorktown Energy Partners X
New York
$111M +$6.07M +6% 4
CS
5724
Capital Square
Tennessee
$111M +$673K +0.6% 151
MWA
5725
Mills Wealth Advisors
Texas
$111M 51