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
5901
Canerector Inc
Ontario, Canada
$196M +$19.7M +11% 10
TFP
5902
TrueWealth Financial Partners
Washington
$196M +$14.6M +8% 26
BCM
5903
Birch Capital Management
Texas
$196M +$702K +0.4% 81
FCB
5904
First County Bank
Connecticut
$196M +$9.98M +5% 170
AMIM
5905
Aull & Monroe Investment Management
Alabama
$196M +$9.54M +5% 127
WCM
5906
Wisconsin Capital Management
Wisconsin
$196M +$14.9M +8% 55
ICMARC
5907
International City Management Association Retirement Corp
District of Columbia
$196M +$8.39M +4% 6
KLP
5908
Kent Lake PR
Puerto Rico
$195M -$31.3M -14% 57
CA
5909
Crossingbridge Advisors
New York
$195M +$81.5M +72% 120
HAS
5910
Horizon Advisory Services
New York
$195M +$9.29M +5% 47
MPWS
5911
McCarter Private Wealth Services
Massachusetts
$195M +$20.4M +12% 130
PWMG
5912
Pinnacle Wealth Management Group
Michigan
$195M +$20.7M +12% 131
SM
5913
Salzhauer Michael
$195M +$36.5M +23% 89
TC
5914
Touchstone Capital
Pennsylvania
$195M 49
RWRC
5915
R.W. Roge & Company
New York
$195M +$18.9M +11% 59
QHA
5916
Quarry Hill Advisors
Minnesota
$195M +$23.1M +13% 52
MLRA
5917
Main Line Retirement Advisors
Montana
$195M +$19.3M +11% 46
YEPX
5918
Yorktown Energy Partners XI
New York
$195M +$79.8M +69% 3
FBC
5919
Fairfield, Bush & Co
Connecticut
$195M +$17.9M +10% 122
PAM
5920
Peninsula Asset Management
Florida
$195M +$5.36M +3% 45
BFA
5921
Brendel Financial Advisors
New Hampshire
$195M +$16.2M +9% 127
TF
5922
Tenon Financial
New Jersey
$195M -$31.7M -14% 49
MP
5923
Makaira Partners
California
$195M -$134M -41% 13
SWIM
5924
Smallwood Wealth Investment Management
New Jersey
$195M +$19.4M +11% 598
TCPG
5925
Trivant Custom Portfolio Group
California
$195M +$12.5M +7% 105