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
ICMP
6851
Integrated Capital Management (Pennsylvania)
Pennsylvania
$150M +$6.97M +5% 62
DG
6852
Daventry Group
New York
$150M +$9.07M +6% 9
SMCM
6853
Sky-Mountain Capital Management
Idaho
$150M +$7.14M +5% 40
HWM
6854
Horizons Wealth Management
North Carolina
$150M +$4.63M +3% 172
AAM
6855
Ackerman Asset Management
Maryland
$150M +$10.7M +8% 34
BCM
6856
Brooktree Capital Management
Michigan
$150M -$7.04M -4% 42
MCM
6857
MontVue Capital Management
Virginia
$150M +$1.18M +0.8% 67
VF
6858
Vista Finance
Missouri
$150M -$137K -0.1% 58
BBFA
6859
Brindle & Bay Financial Advisors
Texas
$150M 68
BDCMI
6860
Black Diamond Capital Management I
$150M -$180K -0.1% 14
PFW
6861
Petros Family Wealth
Minnesota
$150M +$30.8M +26% 173
TPCM
6862
Templeton & Phillips Capital Management
Tennessee
$150M +$11.2M +8% 59
LWA
6863
LifeGoal Wealth Advisors
New York
$150M +$29.7M +25% 82
KCIC
6864
Kuhn & Co Investment Counsel
Illinois
$150M +$23.7M +19% 147
WCM
6865
Winebrenner Capital Management
Kentucky
$150M +$10.9M +8% 148
1IA
6866
1620 Investment Advisors
Massachusetts
$150M +$2.75M +2% 678
SC
6867
Settian Capital
New York
$150M +$2.84M +2% 26
SH
6868
SLT Holdings
Arizona
$150M -$2.82M -2% 167
DG
6869
DMC Group
Alabama
$150M +$5.42M +4% 154
TCM
6870
TABR Capital Management
California
$150M +$3.93M +3% 75
PCM
6871
Pincus Capital Management
New York
$150M 51
CIG
6872
Cascade Investment Group
Colorado
$150M -$1.24M -0.8% 153
MA
6873
Minerva Advisors
Pennsylvania
$150M -$7.73M -5% 58
CRIG
6874
Charter Research & Investment Group
Connecticut
$150M +$5.33M +4% 86
CCM
6875
Collar Capital Management
Wisconsin
$150M +$7.52M +5% 75